All use cases

Turn meeting notes into tracker updates the same day they were decided

Decisions get made in meetings and then die in the notes doc, because updating the tracker is the job nobody owns. Agent FM owns it: it reads the week's meeting notes, pulls out every decision and action item, and updates the project tracker with owners and dates, adding rows where none exist. Items with no clear owner get flagged instead of guessed. You see the change list before anything saves. The tracker stops being a monument to three weeks ago, and the Monday review starts from what was actually agreed.

Data & spreadsheetsFor Executive assistants
The ask
Ask for anything…

Go through this week's meeting notes in [folder or docs] and update the project tracker.

For every decision and action item: update the row, set the owner and the date, and add new rows where none exist.

Flag anything with no clear owner instead of guessing. Show me the list of changes before you save.

Works with