AI-Agents for Consultants in Meeting Documentation

Archive recordings, create meeting notes, send transcripts. Every one is ready to run, and you can adjust it in plain language.

Email Meeting Transcripts

Get client meeting transcripts in your inbox before writing minutes.

Your meeting transcript reaches the organizer's inbox with timestamps and speaker labels, ready for review before you write minutes.

Works with10 tools
File In-Person Meeting Notes

File client session decisions with the original audio.

Your in-person meeting notes land in a searchable team library. Decisions and follow-ups stay linked to the recording.

Works with7 tools
File Meeting Notes

File client decisions and agreed actions from recorded meetings.

Find your meeting decisions and next steps in a searchable note, with the recording link alongside them.

Works with5 tools
File AI Meeting Notes

Save client discussion and agreed next steps after each call.

Your team can find decisions and follow-ups from recorded online meetings in the notes library they already use.

Works with4 tools
Create Meeting Notes

Save client discussion notes under the scheduled meeting.

Get searchable meeting notes without another guest joining the call. Your private calendar keeps the recap and recording link together.

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Create Post-Meeting Note

File client workshop decisions and next steps in the team's notes library.

Your team gets a searchable meeting note with decisions and follow-ups. The recording link stays with the details in your shared notes library.

Works with5 tools
Generate Meeting Notes

Capture client decisions and next steps from recorded discussions.

Get meeting notes your team can search and share, with clear decisions, follow-ups, and a link back to the recording.

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Review Meeting Transcripts

Review client meeting transcripts before sharing them with hosts.

Get a meeting transcript you can review beside the recording, with supported speaker names and unclear speech marked.

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Send Quote Follow-Ups

Ask prospective clients about quoted engagements when follow-ups come due.

Your quote follow-ups go out when agreed check-in dates come due, and you see who replied or needs a personal touch.

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