Bring business context to every meeting.
Connect past meetings, email and CRM so your meeting agent can prepare briefings, verify commitments and draft accurate follow-ups.
For teams building meeting assistants and customer-facing copilots.
Atlas · Meeting brief
- Pilot scope: billing module only.
- June 24 is proposed, not yet confirmed.
- Security approval is still required.
Connect a meeting reference to the right history.
Prepare the Atlas meeting, verify prior discussions and follow up on the decisions made.
Confirm the pilot date and security review.
The discussion refers to a plan spread across a meeting, an email and CRM.
An original plan and a proposed change.
- June 20 is the original, conditional plan.
- June 24 is a later proposal, still unconfirmed.
- The pilot still requires security approval.
Prepare an agenda that asks for the date decision and the owner of the security review.
Connect customers, projects and commitments.
Link records for the same customer and project across meetings, email and CRM, preserving the date and conditions of each decision.
- 01
Northstar
Account identity
- 02
Atlas
Project & participants
- 03
Billing pilot
Agreed scope
- 04
June 24
Target, subject to review
Distinguish proposed dates, commitments and confirmed decisions.
Reuse project context. Keep up with changes.
The next account meeting can retrieve source-backed decisions already prepared, within the same authorization scope.
How ongoing costs are reduced- 01
Retrieve relevant project history
Retrieve the project’s prior decisions and exact source passages, without rereading every meeting.
- 02
Verify the details that need checking
Open the relevant recording window or shared screen when a statement needs clarification.
- 03
Save confirmed decisions
Save the June 24 target with its security condition and source for later authorized tasks.
The findings this task needs, with source references. Read supporting details when needed; keep valid understanding available for the next authorized task.
Built for your meeting data and workflows.
Connect transcripts, shared screens and chat from your meeting application, along with authorized project history.
- 01
Meeting content processing
Transcripts, speakers, shared content and precise recording references.
- 02
Project and decision definitions
Customers, projects, commitments, dates and conditions across systems.
- 03
MCP tools and meeting Skills
Prepare a brief, check a reference and organize source-backed follow-ups.
Validate the results on your tasks.
- Does a historical reference lead to the correct decision?
- Are proposals distinguished from commitments?
- Can the owner follow up without reading the full archive?
Review the findings, source references, handling steps and usage together with your team.
The task, known facts and constraints.
Relevant findings, conditions, references and unresolved gaps.
Your meeting agent uses the context to update notes, verify commitments and prepare follow-ups.
Connect through MCP tools and a task-aware Skill. Let your business agent use the tools directly or delegate context preparation.
See the integration optionsSee it with your meeting data.
Bring a meeting and its related records to see how your agent retrieves background, checks references and prepares follow-ups.