The Meetwise workflow

From conversation to a reviewed record

Meetwise separates capture, AI processing, human review and external synchronization so teams can see where information came from and who approved it.

A team holding an in-person meeting
01

1. Capture the conversation

Audio can arrive from the recorder, a controlled upload or a supported meeting flow. Calendar context helps identify participants and the relevant conversation.

02

2. Process it durably

The server places each recording in a processing queue. A worker produces the transcript and summary, controls retries and avoids making a browser tab responsible for completing the job.

  • Transcription and summarization follow the organization's configured path.
  • Speaker labels and action items are presented as proposals.
  • Each action item carries a proposed owner and due date that a reviewer can correct.
  • Failed attempts can be retried in a bounded, auditable way.
03

3. Review and synchronize

A user reviews the text, confirms CRM context and approves follow-up. Repeated synchronization should update the same external record or task instead of creating a duplicate.

The approved outcome can be written to the CRM, ERP or sector-specific system the organization runs on, and an approved follow-up email can be saved as a draft or sent once. Ahead of a next meeting with the same people, Meetwise can surface the action items that are still open, so the conversation starts from what was already agreed.

How Meetwise works | From conversation to reviewed record