Glean Platform
Glean Platform
January 20, 2025
Meeting Action Manager
Customer Relationship Management
Horizontal
Sales/Customer Success
4 hours

Description

The Meeting Action Manager is a comprehensive system that automates the capture and follow-up of customer meeting outcomes. The system processes meeting notes to identify key discussion points, automatically generates action items, and creates structured follow-up tasks. It maintains a consistent communication flow with customers by tracking meeting commitments and ensuring all promised actions are completed. The system can prioritize actions based on urgency and importance while maintaining a clear audit trail of customer interactions and commitments.

Key Benefits

This manager increases follow-through on meeting commitments by up to 80% through automated task creation and tracking. It significantly improves customer satisfaction by ensuring consistent post-meeting communication and action completion. The system reduces the time spent on meeting administration and follow-up coordination by up to 60%, while improving team accountability and customer relationship management effectiveness.

Time to Build Assumptions

The estimate assumes that the Glean Platform is already set up and integrated with existing calendar and task management systems. It presumes that meeting templates and standard action item categories are defined. The estimate also considers that the development team has experience with customer relationship management workflows and that necessary integrations with communication tools are established.

About

Glean Platform

Glean Platform, created by Blaire Frank, is a comprehensive no-code environment for developing intelligent business solutions. The platform provides advanced natural language processing for meeting note analysis and task generation. It offers seamless integration with existing business tools while maintaining efficient workflow automation capabilities.
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