Meeting Assistant
Meeting Assistant sits on either side of the conversations that move money: the advisor due-diligence call, the wholesaler check-in, the LP allocation meeting, the prospect intro at a wirehouse. Before each one, it pulls together what your firm already knows about the people in the room and puts a structured brief in your channel. After each one, it reads the transcript from your meeting recorder (Fireflies, Granola, or AskElephant), writes a report your team can act on, and prepares a follow-up email for your approval.
Nothing goes out on its own. A follow-up reaches your mailbox's drafts folder only when you approve it, and waits there until you send it. Tasks land in your project tool only when you tick the checkbox. Briefings and reports are internal captures; they post automatically so the team always has the same picture going into the next conversation.
Output routes by attendee. Meetings where the principal participated post to the principal's meeting channel. Meetings the principal did not attend post to the team channel. Every card follows the same section order so you always know where to look.
What It Does
Before a meeting, Meeting Assistant works from what your firm already knows about the people in the room: CRM history, prior interactions, and anything still open with that advisor, wholesaler, or LP. It turns that into the structured brief that lands in your channel ahead of the call.
After a meeting, it works from the transcript once one is available: it writes the recap, proposes action items, and drafts a follow-up email for each external attendee. Every follow-up draft is checked against your firm's compliance rules before it is offered to you, so what you approve into your drafts folder has already cleared that review.
Key Capabilities
| Capability | What It Gives You |
|---|---|
| Pre-meeting briefing | One brief per meeting, about thirty minutes ahead: a summary, prior meetings, deal risks, sourced context, objectives, key questions, talking points, and items to confirm, grounded in HubSpot context and prior meeting history. Also shown in the meeting's workspace in the app |
| Post-meeting report | A six-section report from the transcript: narrative, decisions, action items with owners, items still to confirm, and next steps |
| Action item proposals | Each action item from the report renders as a checkbox; ticking one creates the task in your project tool |
| Follow-up email drafts | One ready-to-review draft per external attendee, written in your voice and grounded in what was actually said, waiting for your approval |
| HubSpot notes | Briefing and report content written back to the contact and deal records automatically, so the rest of distribution sees the same history |
| Ambiguity flagging | When an attendee cannot be matched, or a transcript is thin, the agent says so rather than fabricating |
The Approval Rule
Meeting Assistant is autonomous on synthesis and capture. It writes briefings, reports, and HubSpot notes without asking. It prepares follow-up drafts without asking. None of that reaches an advisor, a wholesaler, an LP, or a prospect.
Two things wait for you:
- Creating a task: tick the checkbox on the report card to confirm it. The task is created in your project tool only after you tick it. Untick it later to delete it.
- Sending an email: approving a draft writes it into your mailbox's drafts folder. You open it in your mail app, edit if you want, and click Send. Meeting Assistant never sends mail on its own.
If a brief or report cannot fill a section, because the transcript is thin or an attendee is unresolved, the card says so plainly. No guessing.
Who It's For
- Managing partners and principals: walk into every LP, allocator, and consultant meeting prepared, and leave with nothing dropped.
- IR and investor relations: keep LP coverage threaded across calls, with action items captured and follow-ups queued in your voice.
- Wholesaling and distribution: brief on each advisor or home-office contact before the call, capture commitments after, queue the next touch.
- Fund operations and compliance: see decisions and commitments from operations meetings captured in writing without having to take notes.
Related
- Commands: how to ask for a brief, a report, or a follow-up draft.
- Notifications: what the agent posts and when.
- Schedule: when the agent works on its own.
- Examples: walk-throughs of a wholesaler call, an LP diligence meeting, and a prospect firm intro.
- Troubleshooting: common questions and what to check when something looks off.