Meetings
Meeting intelligence
An end-to-end pipeline from transcript to structured actions. Participant prep, entity context, and confidence-based task creation.
Pipeline
V2 intelligence pipeline
1
Calendar sync
Detect scheduled meetings and link participants to CRM entities.
2
Transcript capture
Recall.ai notetaker, Fireflies API, or manual upload.
3
Chunked processing
Break transcript into segments for parallel AI analysis.
4
AI extraction
Entities, topics, decisions, action items, sentiment extracted in parallel.
5
Context building
Load entity profiles, relationship history, prior meeting context.
6
Action generation
Task creation with confidence-based routing.
7
Delivery
Vibe cards, email summaries, task assignments.
Lifecycle
Intelligence status
| Status | Meaning | Trigger |
|---|---|---|
| pending | Awaiting transcript | Calendar sync |
| transcript_ready | Has transcript | Webhook received |
| extracting | AI analyzing | Cron job (5 min) |
| context_building | Building entity cache | Extraction done |
| context_ready | Ready for V2 | Context built |
| processing | V2 running | Orchestrator |
| actioned | Actions created | V2 complete |
| delivered | Complete | Delivery done |
| failed | Error occurred | Any stage |
Preparation
Automatic meeting prep
Participant context
Entity profiles loaded automatically for every attendee. Relationship history, communication style, key topics.
Prior meetings
Summary of what was discussed in previous meetings with the same participants.
Relationship history
Cross-channel interaction timeline. Emails, messages, past meetings.
Entity briefing
Personalized briefing per participant with communication preferences.
Actions
Confidence-based routing
Detected action items routed by confidence. High confidence creates tasks automatically. Medium confidence suggests. Low confidence stays silent.
Detected Action Item
(from meeting transcript)
|
confidence score
|
+---------+---------+
| | |
>= 0.8 0.6-0.8 < 0.6
Auto Suggest Skip
Create Queue silently
+ notify + reviewSources
Transcript sources
Recall.ai
Notetaker bot joins automatically. us-west-2 region, audio_mixed_mp3, calendar-synced.
Fireflies
GraphQL API with 3 sync modes: onboarding, incremental 15-min cron, real-time webhook.
LiveKit rooms
SFU architecture with AssemblyAI Universal-3 Pro per-participant real-time transcription.
Manual upload
Audio file upload with automatic transcription for ad-hoc recordings.
Meeting rooms
3-layer real-time intelligence
Layer 1
Real-time coaching
In-meeting AI suggestions and context surfacing.
Layer 2
SSE observer
Live transcript and intelligence streaming.
Layer 3
Batch analysis
Post-meeting deep analysis and delivery via Inngest.
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