Context
Demo data; used to test structure and human gates, not a client project.
Problem
Post-meeting context is split across notes, chat and CRM.
Workflow before
Meeting ends → manual整理 → copy/paste → decide whether to follow up.
Intervention
Build a loop of trigger, context, AI draft, sales review and write-back.
Workflow after
AI drafts; the owner approves before write-back or external send.
Deliverables
- Workflow node and state definitions
- Human gate and permission boundaries
- POC measurement draft