AI · Automation · Systems
Turning Meetings into Usable Business Intelligence.
Designing an AI-enabled workflow so decisions, actions and useful knowledge stop disappearing after the call ends.
The problem
Decisions lived in recordings and personal notes. Actions were copied manually into different systems, customer context was lost, and leadership had no reliable way to search what had been agreed.
What I did
Redesigned the workflow around the meeting: automatic capture and transcription, AI extraction of decisions, actions, risks and context, then routing into CRM, task management, knowledge and reporting.
Work involved
Workflow design · AI · Automation · Systems integration · Knowledge management
Let’s solve what’s holding you back.
A focused conversation is often the fastest way to get clarity.