Meeting Synthesizer Agent

Connected apps

Description

Meeting Synthesizer Agent processes meeting transcripts and audio files to generate structured summaries, extract key decisions, and create action items using company knowledge base for context and formatting.

Clones

Example Task

Meeting Title: Client Automation Sync – Acme Corporation
Date: October 28, 2025
Participants: Jane Smith (CEO), John Doe (Automation Architect), Alex Johnson (AI Workflow Specialist), Michael Brown (Client Success Manager)

Jane Smith:
Thanks everyone for joining. Today we’re focusing on finalizing the onboarding automation for Acme Corporation. They’ve been testing the intake form, but we’re still getting a few duplicate entries in the CRM.

John Doe:
Yeah, I checked the Tech Solutions Inc. flow this morning. The issue happens when clients submit the form twice — it creates two contacts in Acme CRM instead of updating the existing one. I can add a “find or create” step to fix that.

Jane Smith:
Perfect. Make sure that’s live before Friday. We also need to check whether the follow-up emails are going out correctly.

Michael Brown:
I spoke with the client yesterday. They said some new leads aren’t receiving the onboarding email sequence. Alex, I think it might be an issue with the AI bot integration?

Alex Johnson:
Exactly. The onboarding assistant’s email trigger is currently tied to the “Form Submission” event, not the new “Client Created” event in Acme CRM. I’ll adjust that and redeploy the bot after testing.

Jane Smith:
Great. Also, I want to personalize the initial message the bot sends. It should sound more aligned with Acme Corporation’s coaching tone — friendly and encouraging. Can you update that, Alex?

Alex Johnson:
Yes, I’ll update the script using their brand guidelines and re-upload it by tomorrow.

John Doe:
I’ll also do a full test of the entire Tech Solutions Inc. flow once Alex’s changes are in. If everything checks out, we can close this project before next week.

Michael Brown:
Got it. I’ll notify the client once testing is complete and schedule a final handover call.

Jane Smith:
Awesome. Let’s aim to have all testing and updates done by Friday EOD. Quick note — next week we’ll review the Content Repurposing system for two other clients, so let’s keep Monday open.

John Doe:
Sounds good.

Alex Johnson:
All set.

Michael Brown:
Noted. Thanks, team.

Meeting Synthesizer Agent

provided an update

Meeting Summary

Meeting Overview:
The team met to finalize the onboarding automation for Acme Corporation, addressing duplicate CRM entries and onboarding email delivery issues. Key technical fixes and content updates were assigned, with a goal to complete all testing and updates by Friday EOD. The team also planned to review the Content Repurposing system for other clients next week.

Participants:

Jane Smith – Founder & CEO (Vision & Strategy)
John Doe – Automation Architect (Systems Design)
Maria Garcia – AI Workflow Specialist (AI Agent Development)
Michael Brown – Client Success Manager (Implementation & Support)

Key Topics Discussed:

Duplicate entries in Tech Solutions Inc. from intake form submissions
Onboarding email sequence delivery issues
AI onboarding assistant’s trigger event and script personalization
Testing and deployment timelines
Upcoming review of Content Repurposing systems

Decisions Made:

Add a “find or create” step in Zapier to prevent duplicate CRM entries
Update AI onboarding assistant to trigger emails on “Client Created” event
Personalize the onboarding bot’s initial message to match Acme Corporation’s tone
Complete all updates and testing by Friday EOD
Schedule a final handover call with the client after successful testing

Important Quotes:

“The issue happens when clients submit the form twice — it creates two contacts in Tech Solutions Inc. instead of updating the existing one.” – John Doe
“The onboarding assistant’s email trigger is currently tied to the ‘Form Submission’ event, not the new ‘Client Created’ event in Tech Solutions Inc.” – Maria Garcia
“Let’s aim to have all testing and updates done by Friday EOD.” – Jane Smith

Action Items List

Action Item	Assigned To	Department	Due Date	Priority	Status
Add “find or create” step in Zapier to fix duplicate CRM entries	John Doe	Systems Design	Oct 31, 2025	High	Pending
Update AI onboarding assistant to trigger on “Client Created” event	Maria Garcia	AI Agent Dev	Oct 31, 2025	High	Pending
Personalize onboarding bot’s initial message using Acme Corporation’s brand tone	Maria Garcia	AI Agent Dev	Oct 31, 2025	High	Pending
Test full Zapier flow after AI bot updates	John Doe	Systems Design	Oct 31, 2025	High	Pending
Notify client and schedule final handover call after successful testing	Michael Brown	Client Success	Nov 1, 2025	Medium	Pending
Keep Monday open for Content Repurposing system review	All	All	Nov 3, 2025	Medium	Pending

Follow-Up Message Draft

Subject: Client Automation Sync – Acme Corporation: Action Items & Next Steps (Oct 28, 2025)

Hi team,

Thank you for the focused session on finalizing the onboarding automation for Acme Corporation. Here’s a quick recap and our next steps:

Key Decisions & Action Items:

John Doe will add a “find or create” step in Zapier to resolve duplicate CRM entries (due by Friday EOD).
Maria Garcia will update the AI onboarding assistant to trigger emails on the “Client Created” event and personalize the initial message to match Acme Corporation’s brand (due by Friday EOD).
John Doe will test the full Zapier flow after Maria’s updates.
Michael Brown will notify the client and schedule a final handover call once testing is complete.
Please keep Monday open for our review of the Content Repurposing system for other clients.

Let’s aim to have all updates and testing wrapped up by Friday, October 31st. Reach out if you need support or run into blockers.

Great work, everyone!

Best,
Jane Smith

Built for the Liam Ottley × AAA Accelerator Hackathon

Synth turns meeting chaos into clarity. Upload any transcript or audio file, and it creates a clean summary with key points, decisions, and action items. It even drafts a follow-up message you can send to your team.
By referencing your company knowledge base, Synth uses your tone and structure to keep outputs professional and aligned.
Save hours on note-taking, keep everyone accountable, and never lose track of what was discussed again.

Setup: Add your company knowledge base → Upload meeting content → Get instant summaries and action lists.

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