AI agents for meeting notes and actions

The workflow

Join calls, transcribe, summarize decisions and follow up on action items.

Suitable agent types

Specialist meeting-intelligence agents integrated with calendar and Slack/Teams.

Evaluation questions

• How is consent captured?
• Where is transcript data stored?
• What retention controls exist?
• Which fields does the agent write to CRM?

Risks to plan for

• Recording without consent
• Sensitive meetings leaking to logs
• Auto-actions posted publicly

Pilot metrics we recommend

• Action-item completion rate
• Time saved per meeting
• User adoption