Meeting records and follow-through
An authorized transcript can become account notes, decisions, and assigned actions. The record is attached to the client or project it belongs to. A commitment that still needs a yes is marked, not treated as done. Only transcripts the business is authorized to use are processed.
What goes in
Meeting transcripts you are authorized to use, the client or project they belong to, and the people who own the follow-through. Side comments stay out of the decision list unless they were assigned.
What the engine does
- Turn the transcript into notes, decisions, and assigned actions.
- Attach the record to the relevant client or project.
- Mark commitments that still need confirmation.
- Leave that confirmation with the person responsible.
What your team receives
Notes, decisions, and actions on the right client or project, with unconfirmed commitments highlighted. A commitment without a clear owner is flagged rather than assigned to someone by guess.