01
Capture transcript and participants
LiveThe meeting becomes structured context instead of a note buried in someone’s inbox.
Workspace
Meeting orchestration
Turn Zoom or Teams meetings into structured follow-ups, CRM actions, product intake, asset requests, and cross-functional coordination with visible agent routing and approval control.
SSO + SCIM readyTenant-safe routing
Signals ingesting
Agents reasoning
Actions queued
Motion View
How the meeting workflow moves through the organization
This is the cross-team operating map for a customer conversation: one intake, multiple specialist actions, and a controlled path to execution.
02
Extract business and product signals
LiveRevenue, roadmap, advocacy, risk, and design/build requests are detected from one source.
03
Route work to specialist agents
QueuedFollow-ups, CRM updates, feature demand, design tasks, and engineering work are drafted in parallel.
04
Execute or pause for approvals
WatchingExternal actions and high-risk changes route to humans, while safe actions continue automatically.
Workflow Graph
What happens after a customer meeting
This is the transcript-first operating flow: ingest the meeting, understand the business signal, route to the right agents, draft the work, and execute through approvals or policy-driven autonomy.
01
Stage
Meeting captured
Zoom or Teams recording, transcript, attendees, and chat context are ingested.
02
Stage
Signals extracted
The system detects asks, blockers, buying intent, commitments, competitors, and launch interest.
03
Stage
Agent routing
An orchestrator chooses the right specialist agents based on the meeting outcome.
04
Stage
Action plan drafted
Follow-up emails, CRM updates, tickets, assets, and internal reach-outs are prepared with rationale.
05
Stage
Approval or autonomy
Users approve actions individually, by policy tier, or allow safe actions to execute automatically.
06
Stage
Execution and tracking
Tasks are posted, opportunities updated, tickets opened, assets requested, and outcomes tracked.
Post-Meeting Actions
What the system can draft or execute
Customer follow-up email
Why: The customer requested pricing collateral and an ROI model for the next call.
Output
Draft email with recipients, requested resources, and meeting recap.
Opportunity update
Why: The meeting showed expansion intent, timeline movement, and an identified economic buyer.
Output
CRM stage update, next steps, close-date confidence, and action tasks.
Product feature request
Why: The customer said rollout would expand if the platform supported feature X.
Output
PFR with transcript evidence, account count, and revenue influence.
Internal reach-outs
Why: The account needs input from solutions engineering, security, and another project owner.
Output
Draft Slack or email asks to internal stakeholders with context and requested help.
Launch asset request
Why: The next customer call needs a tailored overview deck and deep dive material.
Output
Asset request with owner, due date, source materials, and priority.
Ticket or GitHub issue
Why: Validated demand is strong enough to move into product or engineering intake.
Output
Jira/GitHub issue with business rationale and structured requirements.
Agent Routing
Which agents get called and why
Orchestrator Agent
Chooses workflow branches, selects specialists, and enforces budget and policy.
Model strategy: Use a small reasoning model first; escalate only when branching is ambiguous.
Writer Agent
Drafts emails, recaps, customer resources, and executive summaries.
Model strategy: Prefer a lower-cost writing model for standard recaps and templates.
Revenue Agent
Handles opportunity updates, task creation, buying-signal scoring, and follow-up sequencing.
Model strategy: Use structured extraction plus lightweight reasoning for CRM changes.
Product Agent
Creates PFRs, clusters demand, and drafts product briefs or tickets.
Model strategy: Use mid-tier synthesis only when multiple customer signals must be merged.
Creative Agent
Generates decks, calculators, docs, and routes video work to the right toolchain.
Model strategy: Use task-specific generation tools and avoid large-model use for simple formatting.
Autonomy Modes
How users stay in control
Review every action
Best for new tenants or highly regulated teams. Every side effect pauses for approval.
Auto-run safe tasks
Internal notes, summaries, and asset requests execute automatically while external writes require review.
Policy-driven autonomy
Trusted workflows can execute automatically based on tenant rules, risk tiers, and role permissions.