AI Meeting Summary System
Streamlined client follow-up work from 3+ hours down to 45 minutes
The Challenge
Amber from Advantdge was spending over 3 hours after each discovery call turning her notes and insights into detailed follow-up analyses for potential clients. Her thorough process was valuable, but limited the time she wanted to spend building relationships instead of on documentation.
Our Solution
We built an intelligent system that combines meeting transcripts with handwritten notes, automatically generating strategic summaries and personalized follow-ups based on client type and meeting stage.
Phase 1: Discovery & Solution Design
.png&w=3840&q=75)
- •Meeting documentation identified as highest-impact automation opportunity
- •Existing writing patterns could be captured in knowledge base
Phase 2: Build System
Notes & photos
Meeting stage
Strategy insights
Follow-ups
- •Automatic meeting summary with key insights & action items
- •Intelligent routing based on client status and meeting type
- •Customized outputs with strategic gap analysis and action items
Phase 3: Training & Optimization
Best practices
Refinements
Templates
Consistent output
The Results
- •Reduced meeting documentation from 3 hours to 45 minutes
- •Can now produce 2x more proposals and deliverables per week
- •With each new project being worth thousands, the ability to scale represents massive revenue potential
- •Entire team can generate professional documentation with consistent quality
- •Team now focuses on client relationships and prospecting instead of administrative work
"My notes were scattered everywhere—Fireflies transcripts, handwritten notes, emails, presentations. I was spending 3-4 hours of backend work per client meeting. The system Elevaite built cut that to 45 minutes, which means I can double my output. But what's even better is the mental energy it freed up. I barely need to edit anymore—I'm refining instead of starting from scratch. I had a meeting at 7:30 a.m., and by 9 a.m. the deck and email were done. That time now goes toward client work and growing my business."
— Amber Hus, Founder, Advantdge
Ready to transform your workflow?
Let's discuss how we can help your team achieve similar results.
Get in Touch →