Module 12
Meeting Intelligence
What was decided, who owns it, and whether it actually happened.
Executive Leadership Sync
Today · 9:00 AM
AI summary
Agreed to re-baseline Project Orion by Friday and hold hiring in Data & AI until the bridge decision closes.
- Re-baseline Orion plan — Cora T.
- Model bridge scenarios — Veronica R.
In Review
Northwind Escalation Review
Yesterday · 3:30 PM
AI summary
Client accepted a revised milestone plan contingent on a dedicated architect being named this week.
- Name lead architect — Cora T.
- Send revised plan — Devon P.
In Review
Q3 Pipeline Review
Mon · 11:00 AM
AI summary
Forecast held at $6.8M closed-won with two deals moved to Q4. Win rate improving in regulated accounts.
- Refresh forecast model — Prince R.
In Review