Prototype
Meeting to CRM follow-up
Turn meeting context into reviewable, traceable next actions.
Outcome
Reduce post-meeting admin and missed follow-ups.
02 / Interactive workflow
Inspect the responsibility chain.
Select a node to see its input, action, output, risk and control.
System / Meeting ends
Input
Calendar context and recording link
Action
Trigger workflow
Risk
False trigger
Control
Limit source and time window
Click a node to inspect the boundary. Human and AI are not interchangeable.
03 / Business view
What this workflow changes
Reduce post-meeting admin and missed follow-ups.
Metrics
- Time to next action
- CRM completeness
- Follow-up adoption
04 / Technical & governance
Boundaries before automation
- Unconfirmed commitments must not be written to CRM.
- Customer-sensitive context must be minimized by permission.
Implementation notes
- Start with one meeting source and one CRM field set.
- Keep the first release draft-and-review only.
Prototype / Research labels are intentional. This workflow is a starting point for diagnosis, not a promise that your systems are already connected.