Meeting Assistant Flow
Streamline meeting preparation, execution and follow-up for high-impact teams.
Trusted by
Developed by a team of productivity-software experts; built on proven meeting-workflow paradigms used by leading enterprises.
Success Story
Morgan Stanley Wealth Management saved ~30 minutes per client-meeting using an OpenAI-powered assistant for note-taking and follow-ups
Integrates with
Problem
Many organisations spend large amounts of time in meetings that lack clear outcomes, with no structured follow-up, leading to wasted hours and lost productivity (e.g., studies show ~67 % of professionals believe most meetings are unproductive)
Solution
Meeting Assistant Flow automates the end-to-end meeting workflow: from scheduling and agenda generation, through live capture and decision-tracking, to auto-drafting summaries and follow-up communication. This frees teams to focus on discussion, decision-making and execution rather than admin.
Result
Users can expect substantial reductions in meeting prep and follow-up time, improved clarity of outcomes, higher follow-up completion rates and better meeting ROI.
Use Cases
Meeting Assistant Flow helps teams make every meeting count. It handles scheduling across calendars and time zones, builds focused agendas tailored to attendees and objectives, captures live discussion highlights, tracks decisions and action items, and generates polished meeting summaries and follow-up emails. Teams spend less time on admin and more time on strategic work. With built-in analytics it also surfaces meeting-performance metrics (e.g., attendee engagement, topic coverage, follow-up completion). Whether you’re running regular stand-ups, client briefings or leadership strategy sessions, this agent ensures clarity, alignment and execution.
Integrations
Connect to your existing tools seamlessly
Technology Stack
Automation
Automation
Infrastructure
Implementation Timeline
Kick-off & Requirements Gathering
1 weekInitial meetings to define objectives, scope, and success metrics for the meeting assistant deployment.
Calendar & Meeting-Platform Integrations
1 weekConnect Google Calendar, Outlook, Zoom, Teams, and other meeting platforms to the agent.
Agenda Template Configuration & Action-Item Workflows
1 weekSet up agenda templates, workflow rules, and automated action-item tracking for meetings.
Pilot Run with One Team
1-2 weekTest the agent with a single team to validate functionality and gather feedback.
Full Roll-Out Across Organisation
1-2 weekDeploy the agent organisation-wide and provide training to all teams.
Analytics Review & Optimisation
1 weekAnalyse usage metrics, refine workflows, and optimise dashboards for performance.
Support Included
Comprehensive documentation with step-by-step workflow setup, API configuration guides, integration instructions. Optional onboarding call and email support during the launch phase.
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