AI workflow · Meetings · from USD 350

Meeting notes become the CRM update, the action list and the follow up email.

For sales and account teams who leave a call with scribbled notes. It replaces the half hour after every meeting spent typing it all up.

Before and after, from a real run.

What went in, and what came out, exactly as the workflow returned it.

BeforeThe rough notes

Call 7 Oct, 30 min. Somchai Rattana (ops manager, Bangkok Bike Rentals) + Anna from our side. - they run 3 shops, booking is a google sheet + LINE, double bookings most weekends - want online booking with deposit, budget around 150k THB, decision by end of month, owner Khun Lek signs - Anna sends 2 example sites by Thursday - Somchai to send last month's booking sheet - next call Tue 14 Oct 10:00 - concern: staff not good with new tools, needs Thai UI

Invented sample, labelled as such. The same one you could paste on our demo.

AfterThe CRM update, actions and follow up

CRM update

Company	Bangkok Bike Rentals
Contacts	Somchai Rattana (ops manager), Khun Lek (owner)
Stage	Discovery
Budget	around 150k THB
Decision by	end of month
Decision maker	Khun Lek
Next meeting	Tue 14 Oct 10:00
Risks	staff not good with new tools; needs Thai UI
Summary	Somchai Rattana described Bangkok Bike Rentals' current booking process, a Google Sheet plus LINE across 3 shops, which leads to double bookings most weekends. They want an online booking system with deposit, budget around 150k THB, with owner Khun Lek to sign off by end of month. A key concern raised was staff comfort with new tools, so a Thai UI is needed.

Action list

1. Send 2 example sites Owner: Anna. Due: Thursday From your notes: "Anna sends 2 example sites by Thursday" 2. Send last month's booking sheet Owner: Somchai Rattana From your notes: "Somchai to send last month's booking sheet"

Follow up email draft

To: Somchai Rattana Subject: Follow-up: Bangkok Bike Rentals online booking Hi Somchai, Thanks for walking me through how booking works today across your 3 shops and the double booking issue with the Google Sheet and LINE setup. To recap, you are looking for an online booking system with deposit support, with a budget around 150k THB, and Khun Lek aiming to decide by end of month. We will also make sure the interface is in Thai, given the concern about staff adjusting to new tools. Next steps: Anna will send over 2 example sites by Thursday for you to look at, and whenever you get a chance, could you send last month's booking sheet. We are set for our next call on Tue 14 Oct 10:00. Looking forward to speaking then. [Your name]

9 of 9 automated checks passed

CRM update, actions with owners and follow up are filled
Every action is traced to a line of your notes
Owners are people named in your notes, or Unassigned
Every contact and decision maker is in your notes
Every amount, date and number comes from your notes
Rough amounts in your notes stay rough
No decision or promise beyond your notes
Follow up is a usable length
No long dashes

Real run on our box, 17.10.2026: 46 s, 2 attempts. A person reviews before anything is sent or saved.

What it connects to.

Google Meet
Zoom
Microsoft Teams
Notes apps
HubSpot
Pipedrive
Salesforce
Gmail or Outlook

Access stays in your own accounts. The plan names the exact connection before anything is built.

One workflow, one fixed price.

USD 350 pilot, tested on your own inputs, fixed until it works or your money back. Going live in your tools is quoted in your plan, from USD 5,500.

Free written planWithin one business day of your message.
USD 350 pilotOne workflow built and tested on your own inputs on a private page, with a walkthrough. Fixed until it works, or your money back.
Going liveWired into your own tools, quoted in your plan, from USD 5,500. The pilot fee comes off it. Software and model usage stay in your own accounts.

Our own company runs on this.

Counted from our own automation logs every hour. Our systems, not client results.

977Inbound messages read and sorted by our comms engineLast 7 days, last run 24 Oct, 22:08
104Tickets prepared with a drafted reply or planLast 7 days, last run 24 Oct, 22:04
280Prepared work checked by a second, independent passLast 7 days, last run 24 Oct, 22:08
22SEO and AI search reports generated by our growth engineLast 30 days, last run 17 Oct, 09:32

Counted on our server 26 Oct, 00:01, Bangkok time, refreshed every hour. Counts and times only: no names, messages or amounts leave our server.

What each number counts

Related work.

A client system we built and run, with its dated figure.

The Pro Pick Property search on a desktop screen

Pro Pick Property · Property agency, BangkokViewings booked against the lead and the property, in one system.49viewings booked in the agency's own CRMby Aug 2026See the case

Wil Delvaux, founder of DLVX — **Wil Delvaux**Founder, DLVX. Bangkok and Brussels.

Questions.

Do we need to record our meetings?

No. It works from whatever you have: typed notes, a transcript from Meet, Zoom or Teams, or a voice memo once we add a transcription step.

Will it invent actions nobody agreed?

Every action has to quote the words in your notes it came from. If it cannot, the check fails and you see the flag.

Does the follow up email go out by itself?

No, it waits as a draft in your outbox. A person reads it and sends.

Which CRMs?

HubSpot, Pipedrive and Salesforce have good APIs; a Google Sheet works too. Your written plan names the exact fields we would update.

Get your free plan.

Two fields: the job you want off your team's plate and your work email. You get a first look by email in minutes, and the written plan within one business day.

USD 350 pilot, tested on your own inputs, fixed until it works or your money back. Going live in your tools is quoted in your plan, from USD 5,500.

Other workflows.

Each one is a real run you can watch, with a fixed USD 350 pilot.