What it does

Planned standalone-capable meeting preparation, consented transcription, reviewed decisions/voting and accountable follow-through.

Works with

ezTradie · ezTrade

Included

• Agendas and versioned pre-meeting information
• Consented recording and timestamped speaker-labelled transcripts
• Reviewed minutes, motions, individual votes and approvals
• Delegated deliverables, deadlines and follow-up dashboards
• Permission-scoped executive charts and transparent statistical analysis
• AI draft minutes, preparation and presentation assistance

How it works

• Prepare agendas, notes and approved supporting documents before a meeting
• Record consented meetings and review timestamped speaker attribution and transcription
• Record versioned motions, decisions, individual votes, abstentions and chair approvals
• Delegate deliverables with owners, deadlines and evidence of completion
• Present permission-scoped business dashboards with source dates, budgets, forecasts and historical comparisons
• Choose pie/bar charts and clearly defined means, weighted means and trimmed means
• Review AI draft minutes, summaries and suggested follow-up actions before approval

Example requests

• Prepare an agenda for the next management meeting
• Draft minutes and actions for human review
• Show the source data and trimming method for this chart

Setup

No other plugin is required.

Privacy & access

Planned meeting-specific roles and participant scopes. Organisers, chairs, minute reviewers, voters and task assignees have distinct authority; executive titles do not grant financial or security access. Recording/transcription require an approved consent process. Source dashboards and audience-visible presentations retain business/plugin permissions. Calendar engineering, affiliate and IT privileges are not inherited.

Important limit

Coming soon: no recording, transcription provider, live meeting room, voting service, action register or autonomous AI meeting operation is implemented. Speaker diarisation is a draft label, not verified identity or proof of agreement. Transcripts, proposed actions and AI interpretations cannot silently become approved minutes, votes, tasks or messages. Standalone hosting and integrations with ezCalendar, shared jobs/tasks, ezCommunications, ezPA, ezCFO and ezTalking Points require reviewed adapters. Analytics must disclose source/date, missing data, units/currencies, weights and trimming thresholds; budgets and forecasts remain distinct from historical actuals. Qualified recording/privacy/retention review, participant consent and provider/data-access approval are required before rollout.