Skip to main content
← Operations

Solution · Operations

Every client call searchable. Every status report drafted.

Your call library holds what each client was promised. Ask in Slack and get answers with citations, and get a weekly status report for every account, drafted from its calls and notes for the account lead to review.

Book a callFor agencies and partners
Operations · department
Call notes & client status reportsSearch 45 min to 5 min for a B2B software client

Delivers

  • Answers with citations
  • Weekly client status report drafts
  • Search from 45 min to 5 min for a B2B software client

Time to live4-6 weeks

Where it breaks

Proposals lost. Commitments forgotten.

Calls are recorded and never read again. Status reports are rewritten from memory every week, and commitments made on calls get lost.

The fix

We make every call searchable and turn it into the status report your clients expect.

Call notes & client status reports · Before / after4 changes
  1. Finding info: Manual reviewInstant queries
  2. Commitments: Often lostExtracted from every call
  3. Status reports: Rewritten by handDrafted from the calls
  4. Knowledge search (B2B software client): 45 min5 min

What we build

An agent is a stack.

2 capabilities working as one, built in your operations stack.

Call notes & client status reports · capabilities2 parts
Natural language searchAsk questions in Slack, get synthesized answers with citations from your meeting transcripts.
  • Fathom transcript ingestion
  • Meeting type and participant classification
  • Natural language queries via Slack
  • Synthesized answers with citations
Client status reportsWeekly updates drafted per account from its calls, tickets and project notes, in your format, for the account lead to review.
  • Progress, decisions and risks per account
  • Commitments pulled from the calls
  • Your report template
  • Account lead approves before sending

How it works

Ingest. Query. Answer.

  1. Step 01Connect FathomTranscripts ingested from Google Drive automatically.
  2. Step 02AI indexes everythingMeetings categorized by type, participants, and companies.
  3. Step 03Ask, report, follow upAsk in Slack for answers with citations. Status reports and follow-ups drafted for review.

Under the hood

Plugs into your stack.

Call notes & client status reports works inside the tools your team already uses, on infrastructure you own. Typically live in 4-6 weeks.

Call notes & client status reports · Integrations5 connected
  • Document Management (Google Drive, SharePoint, or your system)
  • Transcription Services (Fathom, Otter, or custom)
  • Team Communication (Slack, Teams, or your tool)
  • CRM Integration (HubSpot, Salesforce, or your system)
  • Runtime & Orchestration (Trinity by Ability AI)

Time to live4-6 weeks

Agents in Operations

Ready-made agents for this department.

All agents
CorbinBusiness Operations AssistantUnified command center for email, calendar, CRM, and documents with persistent memory.Operations

Proof

In production.

All case studies

Operations

Company knowledge, found in minutes not an hour

Reply.io's team was spending an hour daily hunting for information. We built an AI intelligence hub that made company knowledge instantly queryable.

Search time
45min → 5min
Faster onboarding
40%

Questions

Before you ask.

What meeting platforms does it work with?

Fathom for transcripts (works with Zoom, Google Meet, Teams). Transcripts auto-sync to Google Drive, then ingested automatically.

How does natural language search work?

Ask in Slack: 'What did we commit to on the Acme call last week?' The system searches all transcripts, synthesizes an answer and cites the exact meetings.

How are client status reports drafted?

For each account, the department reads the period's calls, tickets and project notes and drafts the update in your template: progress, decisions, risks and next steps. The account lead reviews and sends it.

What results should we expect?

For a B2B software client, finding company knowledge went from about 45 minutes to 5 minutes (see the case study). Status reports become a review instead of a writing job.

How long does implementation take?

4-6 weeks from kickoff to production. Week 1-2: Google Drive and Fathom integration. Week 3-4: AI indexing and Slack bot setup. Week 5-6: Testing and team training.

Do we own the system?

Yes. You own the system. We build the infrastructure in your stack, hand over the keys, and you own it forever - no vendor lock-in.

Next step

Want this in your company?

Start hereBring one workflowA 30-minute working call. We’ll map your operations workflow to an agent stack and tell you honestly whether it’s worth building.
Book a callFor agencies and partners
The departmentOperations in TrinityEvery solution, agent and question for this department, in one place.

More in Operations

Other workflows in this department.

All operations
OperationsTask management appCustom task workflows integrated with your tools. Routing, tracking, and coordination automated.Custom workflow automationOperationsCommunity matchmakingIntelligent member matching with weighted scoring and automated email introductions.95%+ match coverageOperationsSupplier quote managementTrack expirations, send RFQs, and follow up across every supplier automatically.Zero missed expirations