Follow Up After Client Meetings

Convert client calls into decisions, owned actions, and a polished recap ready to send.

During guided setup, the agent learns where client calls live, their account vocabulary, task destination, recap tone, recipients, and approval expectations. Fireflies.ai, Gmail, Asana are included as a useful starting point, while the owner can choose preferred alternatives during setup.

The owner stays in control of priorities, judgment, cadence, and any external action. Setup starts with a small safe test and does not send, publish, delete, or modify external data merely to prove the workflow.