Turn meeting recordings into sorted sales and task updates

Transcribes your meeting recordings, sorts sales calls from internal ones, and files the notes where your team already looks.

How the work actually flows

It branches. Exactly one path is taken.

Pattern: Exclusive Choice (4) · Simple Merge (5)

flowchart TD trig>"recording added to Drive"]:::trig s0["Transcribe recording"]:::task s1["Identify meeting type"]:::task s2["Notify team in Slack"]:::task trig --> s0 s0 --> s1 gx{"× sales or internal meeting"}:::gate s1 --> gx p00["Log client details and sentiment"]:::task gx -->|"Sales meeting"| p00 p10["Log action items and summary"]:::task gx -->|"Internal meeting"| p10 jn{"○ notify team"}:::gate p00 --> jn p10 --> jn jn --> s2 out[/"meeting notes filed automatically"/]:::out pay{{"no more forgotten action items"}}:::pay s2 --> out out --> pay classDef task fill:#e7f6fe,stroke:#34b8f0,color:#2c2a29 classDef svc fill:#f6f8fa,stroke:#7c8795,color:#2c2a29 classDef mi fill:#e7f6fe,stroke:#0079a8,color:#2c2a29,stroke-width:2px classDef human fill:#fff,stroke:#0079a8,color:#0079a8 classDef store fill:#f6f8fa,stroke:#0079a8,color:#2c2a29 classDef trig fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigtime fill:#00a4eb,stroke:#0079a8,color:#fff,font-weight:bold classDef trigdata fill:#8ad4f5,stroke:#0079a8,color:#06314c,font-weight:bold classDef gate fill:#fff,stroke:#e8a23d,color:#6b4708,font-weight:bold classDef out fill:#1f9d6b,stroke:#167a53,color:#fff,font-weight:bold classDef pay fill:#06314c,stroke:#021f33,color:#fff
Starts itA stepOne path onlyPaths rejoinResultPayoff
Build size
Advanced

A larger build with multiple systems, AI reasoning, and custom rules.

Business functions
Voice & PhoneSpreadsheet & Database OpsReporting & AnalyticsScheduling & CalendarFile & Cloud Storage
Connects
Google DriveOpenAIGoogle GeminiGoogle SheetsGoogle DocsSlack

The problem it solves

You walk out of back-to-back meetings with no time to write up notes, so action items and client details get forgotten. Important context ends up scattered across memory, sticky notes, and half-finished docs instead of somewhere your team can actually use it.

Who it fits

Sales and operations leaders who run frequent client and internal meetings.

How it works

  1. A new recording is added to Google Drive
  2. AI transcribes the audio and identifies the meeting type
  3. Sales meetings get client details and sentiment logged to a sales sheet
  4. Internal meetings get action items logged to a task sheet and a summary doc
  5. The right team is notified in Slack
What you get

Meeting notes filed correctly without retyping them

You get sales calls and internal meetings automatically transcribed, sorted, and filed with notes and action items your team can find right away.

What you get

An organized record of every meeting, either in a sales log or a task list with a written summary.

What you need

A Google Workspace account, an OpenAI account, a Google Gemini account, and a Slack workspace.

We can build this. But should you?

The hard question is not how to build it. It is whether this is the right thing to build first.

That is what a Fractional Chief AI Officer figures out with you, before anyone writes a line of code.

Let's Talk Strategy

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