The problem
Actions agreed in meetings and calls are lost or followed up late.
The opportunity: AI meeting notes and follow-up automation
Who it helps
- Consultancies
- Agencies
- Recruiters
- Sales teams
- Property firms
What the research says
McKinsey & Company
Superagency in the workplace: Empowering people to unlock AI's full potential (2025)
This is our own extension of the report's theme. The report does not make this recommendation itself.
Search for the report(opens in a new tab)We have not yet verified a direct link to this report, so this opens a web search for its title.
The solution
Automatic transcripts, summaries and action lists pushed to the CRM or task tool and emailed to attendees.
How it is implemented
- 01Choose a transcription tool
- 02Define summary format
- 03Connect to task and CRM tools
- 04Train team on consent and usage
What it needs
- Transcription tool
- CRM or task tool
- Consent policy
- Short training
Want this implemented in your business?
Being built as a self-serve tool. Register your interest to hear when it is ready.
Source details are being verified; please check the original publication.
All summaries are written by Trovecrest in our own words. Nothing is copied from the reports, and no figures are reproduced.
Trovecrest is independent and not affiliated with or endorsed by the firms whose research is referenced.
More in AI & Automation
See all in this theme- 001Bespoke
Small teams miss calls, DMs and web enquiries out of hours, losing leads and frustrating customers.
AI front desk for missed enquiries
McKinsey & Company, 2023
- 002Bespoke
Customer operations absorb staff time answering repetitive questions.
AI chatbot for customer FAQs on website
McKinsey Global Institute, 2023
- 003Bespoke
Writing quotes and proposals is slow, inconsistent and delays winning work.
AI-assisted quoting and proposal drafting
McKinsey Global Institute, 2023