Meeting capture and action library console

For

Sales teams and account managers who run recurring client meetings and need searchable records and follow-ups

Solves

Meeting recordings, transcripts, summaries and action items live in separate rented tools, so past commitments are hard to find and follow-ups are missed.

Delivers

Searchable, permissioned meeting library with extracted action items

Built in

about 6 weeks of creation time, MVP in 7 days

Investment

$14,500 for the MVP, $49,500 for the full product

Run it

Inside your business, or as part of your offer to clients

Reduce missed follow-ups and time spent hunting for what was said.

1. Capture meetings automatically without manual activation.
2. Transcribe meeting audio into searchable text.
3. Generate concise meeting summaries.
4. Extract action items and follow-ups with owners.
5. Search past transcripts, summaries and notes.
6. Connect to Zoom, Google Meet and Microsoft Teams.
7. Record screen content and audio together.
8. Capture meeting slides into the record.
9. Let teammates comment, highlight and assign actions live.
10. Answer questions about a meeting through an assistant.
11. Replay meeting audio at variable speed.
12. Detect and jump to key moments.
13. Export summaries and insights as PDF.
14. Transcribe and note in multiple languages.
15. Sync notes and transcripts across devices.
16. Recall a past meeting in one click.
17. Share clips by secure link without recipient sign-up.
18. Organize clips by user, date and people.
19. Tag and categorize notes automatically.
20. Push actions into productivity apps.
21. Start capture from a calendar event.
22. Store notes inside the connected workspace.

Everything these tools do, in one app

• Automatic meeting capture Records meetings automatically without manual activation.Found in Omi Desktop, Clips by xdge.ai, Otter.ai and 4 more
• AI transcripts Converts meeting audio into searchable text transcripts.Found in Omi Desktop, Clips by xdge.ai, Otter.ai and 3 more
• AI summaries Generates concise summaries of meeting content.Found in Omi Desktop, Clips by xdge.ai, Otter.ai and 4 more
• Action item extraction Automatically identifies tasks and follow-ups from meetings.Found in Omi Desktop, Clips by xdge.ai, Otter.ai and 3 more
• Searchable meeting history Lets users search past transcripts and notes to find specific information.Found in Omi Desktop, Clips by xdge.ai, AI Meeting Notes by Notion and 1 more
• Meeting platform integrations Works with popular video conferencing platforms like Zoom, Google Meet, and Microsoft Teams.Found in Otter.ai, Jamie, AI Meeting Notes by Notion and 1 more
• Screen and audio recording Captures both screen content and audio during meetings.Found in Clips by xdge.ai, ReadMeeting
• Slide capture Captures meeting slides and integrates them into notes.Found in Otter.ai
• Live collaboration Allows teammates to comment, highlight, and assign action items during the meeting.Found in Otter.ai, Flownote
• AI assistant Provides an interactive AI assistant to answer questions and assist during meetings.Found in Otter.ai, Real-Time Notes & Action Items
• Audio playback Allows users to replay meeting audio for better understanding.Found in Otter.ai
• Key moments detection Identifies and jumps to important parts of a recording.Found in ReadMeeting
• Exportable reports Exports meeting summaries and insights as PDF files.Found in ReadMeeting
• Multi-language support Supports transcription and notes in multiple languages.Found in Jamie, ReadMeeting
• Cross-device synchronization Syncs meeting notes and transcripts across devices.Found in Omi Desktop
• One-click recall Provides instant access to past meetings with a single click.Found in Omi Desktop
• Clip sharing Shares recordings via secure links without requiring recipients to sign up.Found in Clips by xdge.ai
• Variable speed playback Allows watching or listening to clips at different speeds.Found in Clips by xdge.ai
• Organized clip library Categorizes clips by user, date, and people for easy navigation.Found in Clips by xdge.ai
• Smart tagging Automatically tags and categorizes notes for easy retrieval.Found in Flownote
• Productivity app integration Integrates with popular productivity apps for seamless workflow.Found in Flownote
• Calendar integration Integrates with calendar to start note-taking from events.Found in AI Meeting Notes by Notion
• Workspace integration Stores meeting notes directly within a workspace, connected to existing documents and projects.Found in AI Meeting Notes by Notion

What goes in, what comes out

The workflow

1. In
   Start with

   Meeting audio, screen content, slides, calendar events and connected workspace documents

2. 1

   Confirm the buyer's problem and scope

3. 2

   Collect meeting audio

4. 3

   Screen content

5. 4

   Slides

6. 5

   Calendar events and connected workspace documents

7. 6

   Then follow this sequence: 1

8. Out
   Finish with

   Searchable, permissioned meeting library with extracted action items

AI does the heavy lifting, people stay in charge

Use AI to interpret permitted inputs, suggest structured mappings and generate candidate outputs for the stated task modules. Use deterministic code for arithmetic, schema validation, hard constraints and reproducible tests. Review source-linked explanations and uncertainty before accepting results. Recording consent, participant notice and jurisdiction rules remain human responsibilities; final commitments and client-facing summaries remain human-approved. A model suggestion is never a verified fact, professional decision or authorization to act.

What your team sees

Primary screens: Capture and consent setup, Meeting library and search, Meeting record and actions. Use a filterable list of meetings by date, account, participant and tag, a large central transcript with audio playback and key-moment markers, and a right-hand panel for summary, slides, comments and action items. Let users compare a meeting against the previous one for the same account. Display captured, transcribed, reviewed and approved states. Provide a client-safe share link with comments anchored to the relevant moment. Make the task-specific outcome searchable, permissioned meeting library with extracted action items visible beside its evidence, review state and value baseline.

Accounts and administration

Project ownership, recording consent records, participant notice, asset versions, client comments, approval states, usage allowances, retention limits, download history and a rights record for supplied material. Add organization access boundaries, named reviewers, usage caps, data retention controls, export logs and explicit approval for external actions.

Integrations and data access

Zoom, Google Meet, Microsoft Teams, Google Calendar, Microsoft 365 Calendar, Notion, Slack and CRM destinations. Start with file exchange and validate destination specifications before promising direct publishing. Start with authorized file exchange. Validate current provider access, usage rights and schema behavior before promising a connector.

We build with our own AI software development factory, so most implementations take days to a few weeks of creation time, not months. You see working software at every step, and exact timing depends on availability.

1. 1

   Scoping call

   Day 1

   Thirty minutes on your process, your data and how you want to run it: for your own team, or for your clients. You get a fixed scope and price for the MVP.

2. 2

   MVP

   7 days

   One buyer segment, one recurring use case; first modules: capture meetings automatically; transcribe meeting audio; generate concise summaries; extract action items with owners. Manual review in the loop. Built by our AI software factory.

3. 3

   Paid pilot

   8 days

   Accounts, roles, review states, audit trail and the first integration, hardened for two to three paying pilot customers.

4. 4

   Full product

   3 weeks

   Self-serve onboarding, billing, monitoring and the wider integration set.

5. 5

   Run and improve

   Monthly

   We host, monitor and improve it for a fixed monthly fee, or hand it over to your team. How the retainer works.

Why we start with an MVP

An MVP, or minimum viable product, is the smallest version that your users can actually work with. It is not a cheap version of the full solution. It is a test, built to answer the questions that decide whether the rest is worth building.

1. Pick the riskiest assumption. Here: will sales teams and account managers who run recurring client meetings and need searchable records and follow-ups use it to solve "meeting recordings, transcripts, summaries and action items live in separate rented tools, so past commitments are hard to find and follow-ups are missed"?
2. Build only what tests it. One team, one use case, a few core modules. People do the rest by hand for now.
3. Run a paid pilot. Agree quality and outcome thresholds before the pilot using this measure: Action items completed on time and search-to-answer time.
4. Measure, then decide. Track action items completed on time and search-to-answer time; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase. Then expand, change course or stop, with evidence instead of opinions.

MVP scope for this solution. Pilot scope: One conferencing platform, one calendar provider and one workspace destination; recording consent and participant notice remain human responsibilities. Implement one approved input format, a bounded representative case set and the first four task modules: capture meetings automatically; transcribe meeting audio; generate concise summaries; extract action items with owners. Support search and sharing with operator review. Include source references, corrections, basic organization access, approval states, export and value measurement. Use managed operator assistance for unresolved exceptions. The cost estimate covers this narrow prototype, not unrestricted multi-tenant scale, complex production integrations, specialist certification or physical operations.

After the MVP. Once paid pilots prove usefulness, automate repeatable reviewed steps and add one verified conferencing, calendar or workspace integration. Expand supported languages and case volume only after new evaluation cases pass. Build reusable customer configurations and recurring value reports around the searchable, permissioned meeting library with extracted action items. Retain the explicit scope boundary: recording consent and participant notice remain human responsibilities.

What the build depends on. Asset upload and preview, asynchronous transcription jobs, editable version history, reviewer access and tested export formats. High-fidelity production requires specialist QA. Obtain representative authorized cases, baseline measurements, qualified reviewers and a buyer-side decision owner. Specific limitation: recording consent and participant notice remain human responsibilities.

A planning range to start the conversation, not a quote. You pay per phase, so you can stop after the MVP.

Running costs per month

A rough indication of monthly hosting and AI model costs once it is live, not tested. Real costs depend on usage, file sizes and the models chosen.

Your brand, or this one

Run it under your own brand, or start from this concept style.

Selling it to your own clients: the go-to-market playbook

Pricing to test

Test a USD 300-1,500 fixed pilot for one defined meeting package. Offer a monthly production allowance after repeat demand. Quote complex multi-language or specialist integration work separately. These are test prices, not market benchmarks. Package the initial sale as one bounded searchable, permissioned meeting library with extracted action items. Recurring fees must specify volume, review depth and integration support. For exchanges, test a disclosed coordination or successful-service fee rather than holding customer funds. Reprice only after measuring real delivery labor; platform-build cost is separate from a commercial pilot fee.

Message to test

Reduce missed follow-ups and time spent hunting for what was said. Demonstrate a concrete searchable, permissioned meeting library with extracted action items using the buyer's approved example and show the baseline, corrections and actual delivery effort.

Where to find buyers

Sales teams and account managers professional communities; specialist consultants serving this buyer; permissioned partner introductions; practical demonstrations at relevant trade or practitioner events.

Lead magnet

A reviewed sample searchable, permissioned meeting library with extracted action items from a small authorized input set, with a transparent calculation of action items completed on time and search-to-answer time and no promised savings.

The first 30 days

1. Week 1: interview five sales teams and account managers who run recurring client meetings and inspect a recent example of meeting recordings, transcripts, summaries and action items living in separate rented tools.
2. Week 2: prepare a consented or synthetic demonstration of the stated task modules.
3. Week 3: seek one bounded paid pilot with agreed baseline and acceptance criteria.
4. Week 4: measure action items completed on time and search-to-answer time, reviewer effort and repeat-purchase interest. This is a demand-validation plan, not a thirty-day full-product delivery promise.

Paid pilot

Agree quality and outcome thresholds before the pilot using this measure: Action items completed on time and search-to-answer time. Continue only if the buyer accepts the actual output, the intended job outcome improves without unacceptable errors, and measured delivery cost fits willingness to pay. Revise or stop if access is unavailable, qualified review cannot be provided, or apparent savings disappear after corrections and support. Use held-out cases when comparing model quality; use a properly reviewed comparison design before making causal claims. Record missing cases and negative results alongside successful outputs.

Success metrics

Action items completed on time and search-to-answer time; accepted-output rate; material error rate; reviewer correction time; actual repeat purchase.

Retention and expansion

Repeat the workflow when the buyer again needs a searchable, permissioned meeting library with extracted action items. Retain permissioned settings and reviewed examples, report realized value honestly, and sell increased volume or adjacent approved workflows only after contribution margin and quality remain acceptable.

Why clients would pick it

A reusable library of approved meeting types, account vocabularies, consent records and review examples, together with reliable delivery for a narrow sales niche. Build a permissioned library of representative meeting cases, reviewer corrections and verified operating constraints for sales teams and account managers. Repeatable delivery and useful integrations matter more than access to a base model.

Alternatives and positioning

Omi Desktop, Clips by xdge.ai, Otter.ai, Jamie, AINA, StillTalk, Flownote, AI Meeting Notes by Notion, ReadMeeting and Real-Time Notes & Action Items. Compare this product with the buyer's present method on action items completed on time and search-to-answer time. Offer a bounded paid workflow instead of claiming broad autonomous expertise. Market uniqueness and competitor coverage are not verified.

Main delivery costs

Transcription and summarization compute, storage, reviewer hours, client revision rounds and licensed source assets. Additional initial validation requires representative authorized sample preparation, buyer interviews, buyer-side evaluation and bounded validation of the searchable, permissioned meeting library with extracted action items. Track cost per accepted output, including correction work, unsuccessful cases and support.

Preserve participant consent, recording notice, source attribution, quotation accuracy and usage permissions. Account owners approve substantive changes and client-facing scope. Recording consent and participant notice remain human responsibilities. Keep all consequential actions under authorized human control and do not fabricate missing inputs, permissions, professional judgments or market evidence.