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From site meeting to completed action

Recording, summary and actions in the systems already in place, without anyone taking minutes. Illustration on demo data.

Process flow of the demo

Monday to Friday

Step 1 · Monday 08:00Recording
Step 2 · Monday 08:50Actions
Step 3 · Monday 09:00In the systems
Step 4 · FridayFollow-up
ChairBrings in the question or the signal
AI worksDoes the work in the systems
Person decidesTakes the decision
In the system and evidenceRecords what happens
  1. 1.1ChairSite meeting: 42 minutes recorded
  1. 1.2AI worksTranscribed and summarised
  1. 2.1AI works3 actions, each with owner and date
  1. 2.2Person decidesChair checks and adjusts one date
  1. 3.1In the system and evidenceActions added to the planning
  2. 3.2In the system and evidenceSummary shared in Teams
  1. 4.2Person decidesOwner closes the action
  1. 4.1In the system and evidenceReminder to the owner of the open action
  2. 4.3In the system and evidenceEvery action points to the place in the recording

  1. 1RecordingMonday 08:00

    1. 1.1ChairSite meeting: 42 minutes recorded
    2. 1.2AI worksTranscribed and summarised

  2. 2ActionsMonday 08:50

    1. 2.1AI works3 actions, each with owner and date
    2. 2.2Person decidesChair checks and adjusts one date

  3. 3In the systemsMonday 09:00

    1. 3.1In the system and evidenceActions added to the planning
    2. 3.2In the system and evidenceSummary shared in Teams

  4. 4Follow-upFriday

    1. 4.1In the system and evidenceReminder to the owner of the open action
    2. 4.2Person decidesOwner closes the action
    3. 4.3In the system and evidenceEvery action points to the place in the recording
NowIn the system and evidence4.3Every action points to the place in the recording
What it does, what you get and the evidence
What it does
A meeting is recorded with consent, transcribed and summarised. The actions get an owner and a date and go into the planning or task system already in place.
What you get
A set-up flow from recording to action, with agreements on consent and retention.
Evidence
The action list per meeting, with the point in the recording where each action was agreed.
Example
A construction company holds a site meeting every Monday. Afterwards the summary is in Teams and the actions with their owners are in the planning, without anyone taking minutes.