B2B software company · 2026

AI Meeting Notes & Action Items

An AI tool that turns meeting recordings into structured notes, decisions, and action items for distributed teams.

Client

B2B software company

Role

Project Manager

Timeline

Mar 2026 – Jul 2026

Domain

AI / Productivity

Approach

Agile

Team size

5–9

Budget

Up to $250K

Objective

Deliver a meeting-notes product that transcribes calls and produces structured summaries, decisions, and owners.

What I did

• ▸ Defined note formats and privacy requirements with stakeholders
• ▸ Coordinated transcription, summarization, and action extraction
• ▸ Planned delivery and reviewed output quality with users
• ▸ Set up consent, retention, and access controls
• ▸ Coordinated calendar and workspace integrations

Key deliverables

• ▸ Transcription pipeline
• ▸ Structured notes
• ▸ Action-item extraction
• ▸ Privacy controls
• ▸ Workspace integration
• ▸ Live tool

Outcome

Helped teams leave meetings with shared notes and clear owners instead of scattered recaps.