Site minutes agent working from a voice note
Today
The site manager jots down meeting decisions on a phone or in a notebook, then writes up the minutes in the office in the evening. Reservations and deadlines get lost from one meeting to the next.
With AI
After the meeting, the site manager sends a voice note and photos in Teams. The agent transcribes them, carries over open items from the previous minutes in SharePoint, drafts the minutes by trade, creates tasks with owners and deadlines in Planner and prepares the e-mail to the parties in the drafts folder. The site manager corrects and sends it personally; the agent logs what it carried over and created.
What to measureTime between the meeting and sending the minutes, and the number of corrections made to the draft.
- AI agent
- AI Adoption Support ↗
- Configure
- Internal data
- A few weeks
Tools Microsoft 365 Copilot agent (Copilot Studio), Teams, SharePoint, Planner, Messerli or Sorba·Sectors Construction