Office · Workflow

Meeting to approved updates

A recorded meeting ends with a summary and record-update proposals the host reviews.

Step by step

Each step is a governed Action: it is permission-checked, logged, and either reversible or compensated.

1
Participants join from the calendar event linked to a deal; a disclosed agent participant may join per policy.
2
If recording is on, every participant sees a consent notice and consent records are written before capture.
3
When the meeting ends, a summary with decisions, risks, action items and proposals with evidence quotes is generated.
4
The host approves, edits or rejects each proposal; R1 and R2 items can be bulk-approved, R3 and above go to the Approvals Inbox.
5
Approved items update records and create tasks; the summary posts to the record channel and a follow-up mail draft is prepared.
6
Cost and outcomes post to the Investment & ROI Ledger.

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