Drafting and summaries
Meeting notes, briefings and expense statements come back as drafts a person checks before anything goes out.
- PaigeHow long do you spend writing up client calls?
- CarlAn hour a call. Some weeks, a whole day.
- PaigeEvery week?
How it works.
- 01Pick the repeat jobs
The writing your team does every week.
- 02Build the draft step
AI drafts from the call, the file or the form.
- 03A person approves
Nothing goes out until someone checks it.
- 04Count the time back
Hours saved, measured job by job.
Pick the jobs your team does by hand. See what they cost in a year.
Sample data. Nothing you enter leaves this page.
What the work looks like.
Expense statements, client calls and briefings now start as Claude drafts, and a person approves every output.
Read the case study Field NotesWho let the AI note-taker into the meeting?Third-party meeting bots join calls because one person signed up. A one-page policy decides what is allowed before a client notices.
Read the noteWhat people ask.
Does a person still check everything?
Yes. AI drafts, a person approves, and that step is built in.
Where does our data go?
It stays in tools your company controls, with the boundary set first.
Plan your AI rollout.
Thirty minutes on a call. We tell you how we would start. Not sure yet? The Scan is free.