Call notes to actions

Transcribes a call, pulls out what was decided and promised, and has someone check the actions before any are raised.

Sales · A document or recording is attached · 5 stepsA person is asked at “Check the actions”

AI Factory · Call notes to actionsthe flow as it opens in the builder

A fileThe recording

Transcribe audioTranscribe audio

Pull out fieldsPull out the actions

Ask a personCheck the actions

Answer shownThe actions

5 steps in the flowDrag the canvas, or any step, to move it around.

Why teams run it

Transcribes a call, pulls out what was decided and promised, and has someone check the actions before any are raised.

Nothing after “Check the actions” runs until someone with the right to decide has decided.
Every run keeps its input, each step’s output, its time and model cost, and any decision.
In the builder, anything that would change a record or send a message is simulated; reads run for real.

The same builder, tests and release review apply to a template as to anything built from scratch.

Open it as a working flow: Every step, source, branch and approval is already in place, and every one of them can be changed before it runs on your data.
Prove it before it ships: An evaluation set can gate the release, so a change that breaks an answer never reaches anyone. A question it cannot answer from the sources leaves the gate unproven, not passed.
Keep a person on the decisions: A run that needs a decision stops and says exactly what approving will do, and who it is waiting for.
Publish where people work: A form, an embedded widget, Microsoft Teams or a scheduled batch — with its own access and limits per deployment.

We open it in the builder, point it at a sample of your documents and systems, and run it with you.