All work
Professional Services

AI Knowledge & Meeting Intelligence

Sits over Google Workspace + Slack + your meeting stack

Sits overGoogle CalendarGoogle MeetSlackZoom

Headline outcome

Every meeting searchable; action items auto-routed

AI Knowledge & Meeting Intelligence operating environment
01Context

What the operation looked like before.

A 40-person professional services firm running 30+ client meetings a week across Zoom, Meet, and in-person. Notes lived in five Notion workspaces ("Acme - 2023", "Acme - working", "Acme - billing", and two by individual associate). Action items got dropped between Monday syncs and Friday status. Onboarding a new account lead meant two weeks of context-rebuilding from Slack scrollback plus Google Doc archaeology.

The bottleneck

A managing partner asked "what did we promise the COO at Acme on the Q2 expansion?" Three associates spent 40 minutes pulling threads from Notion, Slack DMs, Zoom recordings, and an email forwarded six months ago. The answer was in a Notion page nobody could remember the name of. By the time it surfaced, the client meeting was over.

02Architecture

How the system is wired.

Calendar webhooks pick up meetings as they end. Transcripts get chunked, embedded into Qdrant, and tagged by participant, account, and topic. A retrieval layer over Claude answers natural-language questions with citations to the exact meeting and timestamp. Slack reminders nudge action-item owners. Google OAuth gates everything by org.

SYSTEM SKETCHAI Knowledge & Meeting Intelligence· Professional ServicesSYSTEMS OF RECORDORCHESTRATIONHUMAN GATEGoogle CalendarGoogle MeetSlackZoomAI LAYERAI Knowledge & MeetingIntelligenceTRANSCRIPT INTELLIGENCESEMANTIC SEARCHACTION ITEMSTEAM KNOWLEDGE BASEAccount leadREVIEWERApproveRejectAskLAYER, NOT REPLACEMENT · HUMANS ON EVERY CONSEQUENTIAL DECISION

Transcript Intelligence

AI-powered meeting transcription with speaker identification, sentiment analysis, and automatic topic segmentation.

Semantic Search

Qdrant vector database enables natural language search across all meeting history. Find decisions, not just keywords.

Action Items

Automatic extraction and assignment of action items with deadline tracking and Slack reminders.

Team Knowledge Base

Every meeting contributes to a living knowledge base. RAG ensures context is never lost across team changes.

03Human-in-the-loop

Where humans approve, review, decide.

Every consequential decision routes through a person on your team. Speed without abandoning judgement.

Sample approval surface

Subject

Approves auto-extracted action items before they're assigned

Flagged
  • Decision frequency: Per meeting
  • Routes to the operator daily review queue
Approver

Account lead

RoleDecisionFrequency
Account leadApproves auto-extracted action items before they're assignedPer meeting
Account leadConfirms decisions before they're indexed as canonicalPer meeting
Ops adminCurates which meetings stay private vs go to the team indexWeekly
04Outcomes

What changed for the operation.

3

Outcomes the operating team validated. Numbers below are anonymized to client policy.

Meeting context lookup

seconds

down from ~1 hr

Action-item drop-off

<5%

from ~30%

New-hire ramp on an account

2–3 days

from 2 weeks

We share the underlying breakdown in a discovery call under NDA.

05Stack

What runs underneath.

FastAPINext.js 15PostgreSQLQdrantRedis

Build with us

Have an operation shaped like this one?

We'll start with a 2-week Discovery against your real systems and operating people. If we're not a fit we'll say so on the call.

Or send us a brief