๐๐๐ซ๐๐ฎ๐ฌ ๐๐๐ | AI + Meeting Intelligence @WorkflowInsider
Turning conversations into business action San Francisco, Bay Area Joined May 2023-
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Notetakers are commoditized. So what would I actually pay for? Control over my meeting data. Being able to search it, see what we promised, and act on it. Even better? Having that context while the call is happening. Technology is moving. Fast.
@RodmanAi Perfect. The meeting context powers the agents to start taking action immediately.
@MichLieben Out of curiosity, what happens after the scheduled meeting?
An in-meeting assistant Iโd actually use: โWhat did we agree with this client last month?โ It checks the approved call history, shows the answer and source in the right chat, or says it canโt verify it. Useful context before making another promise.
@firefliesai Getting notes into the tracker is useful. The next step Iโd want is the handoff: which action was actually agreed, who owns it, and whether itโs still open before the next client call.
A client asks for a revised quote by Friday. The notetaker catches it. Great. Now what? Create a task, confirm the owner and deadline, put it in the right client record, and draft a revision. Thatโs meeting AI Iโd actually want
@gregoryjhickman @WisprFlow Always have to give it a second to two
Record the call. Download the transcript. Paste it into AI. Copy the result into the project tool. Iโd rather have the call draft the client update where the team already works. You review it. No transcript relay.
@CasJam Solid to make it easy to access.
@poyark Would love a follow-up on which tools people kept using after the trial. For meeting AI, Iโd look at whether the output made it into an actual decision, update or task.
@sh_reya The useful question for a smaller team: what can we customize without also becoming the support team for the whole stack? Thatโs where Iโd draw the build-vs-buy line.
@nateherk Which of the seven removed the most repetitive work for you? A tool earns its place when you can point to the weekly task you no longer have to do.
5 meeting workflows worth trying: 1. Kickoff -> project brief 2.Client call -> follow-up draft 3. Workshop -> process map 4. Past calls -> next-meeting prep 5. Decisions -> project tasks Pick one that saves someone a manual step.
@CasJam Custom workflows are becoming easier to build with tooling these days.
@sh_reya Love it. Using Recall for meeting data to build whitelabeled note takers has been game changer.
If the client call is recorded but the project brief is still blank, thereโs a workflow to scope. Call -> draft scope + open questions -> review. What do your clients still write by hand after meetings?
@staysaasy Technology makes it easier to build these days
If your sales team still copies AI notes into the CRM, thatโs a workflow worth mapping. Iโd test: Capture -> draft CRM update + follow-up -> rep review. Then the boring math: tech stack, setup and upkeep vs. rep time saved.
@WrongsToWrite Love it! The mind and body balance is key.
@zachpogrob Clearing the distractions is a game changer
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