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AI Lab ←

04 / Meeting → Action

Turn a messy meeting into clear next steps.

Coastal & Co. has just finished its weekly team catch-up. The notes are useful, but messy. See how AI could turn them into decisions, actions and things that still need an answer.

Interactive simulation · Fictional data · No meetings recorded or tools connected

Coastal & Co. / Weekly team catch-up

Tuesday team catch-up

Brightline confirmed the Umhlanga venue. Final number now looks like 82 rather than 80. Liam said he can update the quote by Thursday.

Harbour Legal still hasn’t replied to the proposal. Mia will give Daniel a quick follow-up today.

Beacon sent the dietary details through. 6 vegetarian, 2 gluten-free and one guest with a severe nut allergy. Ben needs to check the allergy requirements before we send the revised quote.

Summer menu photos still outstanding. Carla is checking with the photographer. Think we said we need them by Friday but not 100% sure.

New enquiry for 12 December. Looks worthwhile but staffing might be tight. Need to check before accepting anything.

Also agreed we should stop using the old event checklist from the shared folder. Liam mentioned there’s a newer version but nobody seems sure which file it is.

Next team catch-up Monday.

Ready to review

What changed?

Without automation

  1. Meeting ends
  2. Someone cleans up the notes
  3. Decisions are identified
  4. Tasks are manually written down
  5. Owners and deadlines are checked
  6. Follow-up message is written
  7. Actions are copied into other tools

With automation

  1. Meeting notes captured
  2. Decisions and actions identified
  3. Owners and deadlines structured
  4. Ambiguities flagged
  5. Summary prepared
  6. Team reviews and acts

Could connect with

  • Microsoft Teams
  • Zoom
  • Google Meet
  • Slack
  • Notion
  • Asana
  • Trello
  • ClickUp
  • Google Docs

A tailored workflow could work with tools like these, depending on how your team currently records meetings and manages work.

What could this look like in your business?

The AI Efficiency Assessment looks at how meetings turn into actual work across your business and where AI or automation could reduce admin, improve follow-through or make responsibilities clearer.

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