ak-labz/Meeting Management

Decisions and action items from this week's meetings: where are they?

In people's heads. In Slack threads. In someone's notebook. By next month, nobody remembers what was agreed. That's how deals go cold and customers churn over forgotten commitments.

This week's meetings
1 / 7 captured
Mon · 9 AM
Eng sync · 3 decisions · 4 action items
1 of 4 actions logged in Linear
Mon · 2 PM
Customer call · Acme · Renewal signal · 2 commitments
Nothing in HubSpot
Tue · 10 AM
Sales discovery · Pegasus · 4 objections · scoped next steps
Notes in AE's notebook
Wed · 11 AM
1:1 with Sarah · Action items · sentiment shift
Not logged anywhere
Wed · 3 PM
Hiring debrief · Decision: no-hire · rationale
Scorecard filed, summary sent
Thu · 10 AM
Customer QBR · Northwest · Renewal at risk · 3 commitments
CRM not updated yet
Thu · 2 PM
Board prep · Commitments · open asks
Personal notes only
6 of 7 meetings are partly or fully in people's heads.
Multiply by 50 weeks.

Listen back. Take notes. Extract actions. Write the recap.

Acme QBR · transcript (excerpt)
30:00 total
You
How's the team finding the new workflow since we shipped the v2 schema?
Sarah Chen
Honestly great. We're considering moving up to the Pro tier for Q3.positive
David L.
I want to flag — pricing came up in our finance review last week. We'll need clear ROI numbers before that.caution
You
Totally understand. We can put together a value summary using your usage data. I'll have it by Friday.action
Sarah Chen
Also — the custom integration we discussed last call. Where are we?
You
On track. ETA is May 30. I'll send a status update Wednesday.action
David L.
Let's also get Q3 planning on the calendar. Before end of month if possible.decision
What a person extracts
  • Each speaker, attributed by voice
  • Decisions made on the call
  • Action items + which owner
  • Sentiment shifts (esp. negative)
  • Commitments and ETAs
  • Context for next call
Then assemble all of it into minutes, an email, an action list, and a CRM entry. By hand. In 12 minutes.

The AI listens, attributes, and structures, while you're still on the call.

Real-time during the call. Final outputs land ~30 seconds after wheels-up. Nothing for you to start.

Live activity log
~30 sec post-call
Transcribing live (8 min elapsed during the call)…
Speakers identified: Sarah Chen, David L., you — diarized by voice fingerprint
Tagged: 4 decisions · 3 action items · 2 sentiment shifts
Cross-referenced CRM: Acme renewal in 6 weeks · $48K MRR · 18-mo customer
Drafting follow-up email in your tone (learned from your last 200 sent)
Preparing HubSpot activity entry…
Slack #cs-acme pre-drafted alert: "CFO flagged pricing — worth a heads-up"
Locally processed. No third-party transcription service. Recordings never leave your stack. Compliance-ready out of the box.

Minutes. Actions. Email. CRM. All ready.

Four artifacts, each in the format the receiving system already uses. You review and approve, you don't write.

Minutes
Customer QBR · Acme Corp
Tue May 26, 10:30 – 11:00 AM
Headlines
· Acme considering Pro tier upgrade for Q3 (Sarah, positive).
· CFO flagging pricing review — needs ROI numbers before commit (David, caution).
Status updates
· v2 schema rollout going well from Acme's side.
· Custom integration ETA reconfirmed for May 30.
Decisions
· Q3 planning call to be scheduled before end of month.
Action items
You
Send pricing ROI summary using Acme usage data
Due Fri May 30
You
Custom integration status update
Due Wed May 28
You + Sarah
Schedule Q3 planning call
Due by end of month
Email · draft
To: sarah@acme.com
Subject: Acme QBR follow-up · ROI summary + integration status
Sarah, David — Thanks for the time today. Quick recap and what you should expect from me this week: 1. **Pricing ROI summary** — I'll pull your last 90 days of usage and put together a value picture tied to the Pro tier conversation. Send…
HubSpot activity
AccountAcme Corp
TypeMeeting
SentimentMixed (CFO scrutiny on pricing)
Deal stageOpen: pro-tier expansion
Next step
ROI summary by Fri 5/30 + Q3 planning call scheduling
Pushed to
HubSpot (activity logged)
Gmail (draft ready in your outbox)
Slack #cs-acme
Drive (minutes filed to /Customers/Acme/QBR/)

25 min of admin → 30 seconds. Per meeting. Hands-free.

Before
25
min of admin / meeting
· Listen back, type minutes
· Wordsmith the email
· Update HubSpot by hand
· Half the action items never get logged
After
30
sec / meeting
· Review the draft email
· Approve the action items
· Hit send · CRM already updated
50× faster.
Every customer call. Every sales discovery. Every internal sync.

Same brain handles every meeting type.

Customer QBR is one shape. Same listen-attribute-structure-distribute flow handles everything else, with templates tuned to each meeting type's output.

Sales discovery call
Pain points · competitive intel · scoped follow-up email · CRM next-step set
Customer QBR
Health signals · renewal risk flags · asks · CSM action items
Internal sync
Decisions · action items per owner · blockers list · auto-shared
Hiring debrief
Candidate fit · concerns · hire/no-hire recommendation · scorecard filed
Board meeting
Minutes · commitments · open asks · circulated within 30 min of wrap
1:1
Action items · sentiment trend · topics to revisit next time
Outputs land in the systems your team already uses. CRM, calendar, Slack, email, drive. Nothing new to log into.