Plenty of firms record their meetings and still have a CRM that’s out of date, because the hour of typing after each meeting never happens. This pipeline removes the typing and keeps two steps with a person: consent at the start and confirmation at the end.
| The build at a glance | |
|---|---|
| Best first candidate when | Meetings are recorded and the CRM is stale |
| Human gate | Confirm before anything writes |
| The trust feature | Source line quoted beside each proposed field change |
| Measured by | Notes filed same-day; fields current |
| Typical shape | Fixed-price Kick-starter |
Consent comes first
Sort out consent before anything else. The rules in the meeting tools guide take about ten minutes to settle, and once they’re in place everything after them is routine.
Why the note template matters
A fixed note template is what makes the whole thing reliable. Free-form summaries wander and disappoint. A template turns the model’s job into filling labelled boxes and the person’s job into a quick skim. I run my own meetings this way: every transcript goes to an agent that already has the project’s context and comes back as a task list.
Showing the source behind each change
Quoting the transcript line next to each proposed field change is what makes people trust it. The adviser sees the sentence behind “stage: proceeding to application” and confirms in seconds.
For advice firms, the same pipeline feeds the suitability drafting playbook, because a well-structured file note already gathers half of what a suitability report needs.