Before you start
This guide covers preparation and decisions. For what the demonstrated workflow does, read the meeting follow-ups use case.
Meeting transcripts, access to the calendar and email accounts involved, a place for documents and a team channel for notifications.
Step 1: Decide which meetings count
- External client calls only, or internal meetings too?
- Which people’s calendars are in scope?
- What should be skipped: one-to-ones, interviews, anything confidential?
Step 2: Make sure transcripts exist
The agent analyses the transcript to draft the follow-up. No transcript, no follow-up. Check that the meetings in scope are transcribed and that the transcripts are stored somewhere that can be connected.
Step 3: Connect the systems
The demonstrated workflow uses:
| Stage | What it needs |
|---|---|
| Read | Calendar events, the week’s meetings, recent sent email, transcripts |
| Act | Email to send the follow-up; Google Drive for the branded one-pager |
| Notify | Slack for the checklist |
If you use different tools, list them for your suitability call.
Step 4: Run draft-first
Start with outputs your team reviews before anything leaves the building. For each draft, check:
- Are the agreed actions and owners correct?
- Is anything said that should not be in writing?
- Does the one-pager use the right branding and tone?
Keep notes on what was changed. Those notes become your rules.
Step 5: Agree review and sending rules
Before enabling live actions such as sending, agree in writing:
- Who reviews drafts, and for which meetings.
- Whether any follow-ups may send without review.
- How quickly reviews should happen.
- Where the Slack checklist goes and who owns it.
Set a cadence that suits you. The demonstration checks every 30 minutes; yours may differ.
Questions
What if a draft is wrong?
That is why you start draft-first. Fix the draft, note the cause and adjust the rules before going live.
How long does setup take?
It depends on your systems and scope, which is agreed during onboarding. See pricing for the Kickstart.