An AI agent that turns every meeting into notes and actions
Our meeting summary agent joins your calls, transcribes them, writes a clean summary and pulls out decisions and action items — assigning them to the right people and logging them to your CRM automatically.
Best for: Finance & Accounting · Real Estate
The short version
The agent attends your video or phone meetings, produces an accurate transcript, then distils a structured summary: key points, decisions, owners and deadlines. It distributes the notes, creates tasks, and writes a record against the relevant deal or account so nothing slips.
- Auto-join across common meeting platforms
- Speaker-labelled transcripts
- Decisions, owners and deadlines extracted
- Task creation in your project tool
- CRM logging against the right deal
- Searchable meeting archive
Meeting Summary Agent, step by step.
Join
It joins the call across your usual meeting tools, or processes an uploaded recording.
Transcribe
It produces an accurate, speaker-labelled transcript.
Summarise
It writes a concise summary with decisions and owners highlighted.
Action
It assigns tasks and logs the summary to your CRM or project tool.
Note-taking pulls people out of the conversation and the follow-ups still get missed. Automating it keeps everyone present and every action tracked.
Connects to your tools
Need something custom? API integrations →
Meeting Summary Agent — FAQs
Is the recording stored securely?
Yes. Transcripts and recordings are stored in your environment with access controls; retention is configured to your policy.
Can it assign tasks to the right person?
Yes — it recognises owners named in the meeting and creates assigned tasks in your tool of choice.
Which platforms does it join?
Common video platforms and dial-in calls; uploaded recordings are also supported.
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Ready to put the Meeting Summary Agent to work?
Book a free consult and we'll scope a supervised pilot for your business — usually live within weeks.