Create project records and summaries from meeting notes
Create project records and summaries from meeting notes
Meeting notes sit unfiled, leaving project pages incomplete and blocking follow-up. Summaries and files are added to records and posted to your team channel for same-day review.
Overview
When meeting notes aren't linked to projects, follow-ups stall and founders lack clear next steps; this flow captures notes, extracts context, updates your project records, and posts a concise summary to the team channel. Programme managers and portfolio leads get actionable summaries and updated records within minutes, enabling same-day follow-up and cleaner investor reporting.