Reporting and meeting automation
Turn meetings and raw data into summaries, action lists and weekly reports.
The problem
Managers spend hours each week compiling reports from several systems and writing up meetings, and the reports still arrive late.
How AI helps
AI pulls figures from your systems into a standard report with a written summary of what changed, and turns meeting notes into decisions and action items with owners.
What you'll need
- Access to the systems behind the report
- One agreed report format
- Meeting tools that allow transcripts, where used
How success is measured
- Hours spent on reporting
- Report delivery time
- Actions closed on time
Guardrails
- Figures come straight from source systems
- The report owner checks every summary
- Meetings are recorded only with participants' consent
Other use cases
- Document processingRead invoices, delivery orders and forms, and turn them into clean data in your systems.Read the use case
- Customer service assistantDraft accurate replies to customer emails and chats from your own policies and order data.Read the use case
- Knowledge searchLet staff ask questions in plain language across policies, manuals and past work.Read the use case
- Proposal and tender draftingProduce first drafts of proposals, tenders and questionnaires from your best past work.Read the use case
- Demand forecastingForecast demand and stock needs from sales history, seasons and events.Read the use case
Not sure which seats you need?
The fit check takes about two minutes and suggests a starting bench, with reasons.