From Meeting Transcript to Action
Turn every call into follow-ups, summaries, and drafts automatically — the workflow we use on our own business.
Meetings Are Raw Material
Every meeting you attend produces a transcript's worth of commitments, decisions, and ideas — and almost all of it evaporates. The transcript is raw material. The skill is refining it.
We run this exact workflow on our own weekly planning calls, and it's usually the first thing clients ask us to build after seeing it.
The Pipeline
- Record. Any meeting tool with transcription works.
- Extract. AI pulls out action items with owners, decisions made, and open questions.
- Draft. For each action item that's a communication — a follow-up email, a proposal, an intro — AI produces a first draft in your voice.
- Review. You spend ten minutes approving, editing, or deleting. You never start from a blank page.
The Segmentation Bonus
Once transcripts flow through a pipeline, you can ask questions across all of them: Which clients mentioned budget this month? What objections come up most? Who promised us something and hasn't delivered?
That's how a meeting archive becomes a business dashboard — the same move we teach practices to make with patient FAQs and consult calls.
Your Build
Bring one recorded meeting to your session. You'll leave with a pipeline that turns it into actions and drafts — then point your calendar at it.