Add AI meeting summaries to shared insight records

Your meeting summaries are scattered, so client context is hard to retrieve. It records AI summaries and meeting metadata to a shared sheet and table so stakeholders have context same day.

Overview

Stop hunting for call notes and scattered recordings — this flow turns every AI meeting summary into searchable records your leadership and program coordinators can use. It removes manual copying and delivers context to stakeholders within hours so follow-ups and client work stay accurate.