All work
Professional Services$10M–$50M revenue

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

01Context

What the operation looked like before.

A professional services team running 30+ client meetings a week across Zoom, Meet, and in-person. Notes lived in five different Notion pages, action items got dropped between syncs, and onboarding a new account lead meant losing two weeks to context-rebuilding.

The bottleneck

No one could answer the question "what did we decide on this account three months ago?" without an hour of digging.

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.

Architecture sketch for AI Knowledge & Meeting Intelligence: systems of record, AI layer, and human approval gate

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

Talk to us

Have an operation shaped like this one?

We'll start with a 2-week Discovery, fixed-fee, 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