CRM Meeting Intelligence System
Prepare meeting context and turn transcripts into structured follow-up material.
The problem
Meeting preparation, transcript review and follow-up documentation can become disconnected from the client pipeline.
My contribution
Connected meeting details and attendee research with post-call transcript analysis, key-point extraction, proposal drafts and Airtable pipeline views.
How it works
- Meeting details
- Attendee research
- Preparation brief
- Transcript analysis
- Proposal draft
- Pipeline review
Explanatory workflow illustration · not a product screenshot.
Engineering decisions
Organised pre-meeting context and post-meeting analysis as separate stages. Kept generated insights and proposal material available for human review and editing.
Outcome & current status
Prepare meeting context and turn transcripts into structured follow-up material.
An anonymised account of the workflow built. No current deployment, client adoption or measured business results are claimed.