Back to systems
Ops automation
Meeting to Task Pipeline
Call ends. Transcript lands in Notion under the meeting page. Claude extracts owners, due dates, and project tags. Tasks flow into ClickUp. Nothing dies in the transcript.
Time saved
~45 minutes per meeting saved from manual note-to-task triage. For an ops lead in 20 meetings/week, that is 15 hours back.
ROI
One dropped action item per week is roughly one missed commitment per month and one lost client per year. This workflow kills the drop rate to effectively zero.
Who actually runs this
Industries where this automation earns its keep.
We build to industry, not to headcount. If your world looks like any of these, this one works as-is.
Professional services firms
Proposals, retainers, status decks, resource allocation under one roof.
Marketing agencies
Campaigns, creative, clients in parallel. One shared backbone.
Legal and professional services
Intake, matter ops, conflicts, billing handoffs without the copy-paste.
Wealth advisory
Client review cadence, KYC refresh, suitability tracking.
Want this wired up for your team?