Meetings and video conferencing
Meetings in the browser, minutes and tasks in the record.
Meetings scheduled from the record, an invite with a link and reminders, in-browser video with a waiting room, recording with consent, and live transcription. Igor Valente, an AI agent, schedules, follows the conversation, and writes the minutes with the decisions and tasks. The host admits each guest.
Igor · writes the minutesOwners · receiveIgor Valente
Meetings · Scheduling, transcription, and minutes
AI agent
The module’s agent
You lead and decide. Igor schedules, transcribes, and writes the minutes.
Igor Valente schedules the meeting from the record and sends the invite with the link and the reminders. During the conversation, he produces the live transcription; at the end, he writes the minutes with the decisions and tasks in the source record and in the project. The host admits each guest, and recording only happens with each participant’s consent.
Igor, set up a video meeting with Laticínios Boa Vista on Tuesday at 14:00 about the order for 400 rolls.
I scheduled the meeting for Tuesday at 2 p.m. on the Laticínios Boa Vista opportunity and sent the invitation with the room link, with reminders by email and WhatsApp. Each guest joins through the link, identifies themselves, and waits in the waiting room until you admit them. Recording only starts with each participant’s consent. After the meeting, I’ll leave the minutes, the decisions, and the tasks on the opportunity, and each owner will receive theirs.
Schedules the meeting from the lead, opportunity, project, supplier, or candidate
Sends the invite with the link and the reminders by email, SMS, or WhatsApp
Produces a live transcription, with each remark timestamped
Writes the minutes, decisions, and tasks to the source record and the project
Scheduling and invite
Meetings scheduled from the record, with a link and reminders.
The meeting is scheduled from the lead, opportunity, project, supplier, or candidate. Igor sends the invitation with the room link, and the reminders go out by email, SMS, or WhatsApp.
Meeting scheduled from the lead, opportunity, project, supplier, or candidate
Invite with the room link
Reminders by email, SMS, or WhatsApp
Minutes and tasks back to the source record
Igor · invitesHost · admitsNothing to install
Video works in the browser, for your team and for guests.
Entry via the link
The guest joins through the invite link and identifies themselves. There is no anonymous entry.
Waiting room
Each guest waits until the host admits them. Admitting is an action for people.
Recording and transcription
Recording only with consent, live transcription.
Recording only happens with the participants’ consent, logged per person. Anyone who withdraws consent is also logged, and local rules are respected: in some places, everyone must agree. Transcription is done live, with each remark timestamped.
Buyer · Laticínios Boa Vista
00:02:14
“We need the 400 rolls in two deliveries.”
Sales rep · Filial Campinas
00:02:40
“I’ll confirm the lead time with inventory.”
Consent logged per participant
Consent withdrawal logged
Local rules respected: in some places, everyone has to agree
Live transcription, with each line timestamped
From minutes to tasks
The minutes go back to the record, and the tasks go to the project.
At the end of the meeting, Igor writes the minutes, decisions, and tasks into the source record and the project. There, Eduardo Faria, the AI agent for projects, assigns each task to its owner.
The minutes
Igor follows the meeting and writes the minutes, covering what was discussed.
Igor · writesThe decisions
The people in the meeting make the decisions. Igor records each decision in the minutes and in the source record.
Participants · decideThe tasks in the project
The tasks from the minutes reach the project, and Eduardo assigns each one to its owner.
Eduardo · organizesEach owner gets theirs
The task appears in My tasks, alongside the tasks from all of that person’s projects.
Owner · receivesAdmit each guest
The guest joins through the link, identifies themselves, and waits in the waiting room. The host is the one who admits them, and there is no anonymous entry.
Consent to recording
Recording only happens if every participant consents, and each consent is logged. Anyone who withdraws consent is logged as well, and local rules apply.
Decide in the meeting
Decisions belong to the people taking part. Igor records in the minutes what was decided and each owner’s tasks.
Define what Igor does
The administrator chooses which records and actions Igor works on and can turn off the agents in the account.
See a meeting at work, from the invite to the minutes with tasks.
In the demo, with sample data, you see a meeting scheduled from an opportunity, the waiting room, each participant’s consent, live transcription, and the minutes with the tasks in the project.
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