Notes become tasks
From your notes or a transcript, the agent extracts every commitment — who owes what, by when — and proposes them as assigned tasks with due dates.
Post-Meeting Actions · on the Vertiqa OS
Coming soon
The meeting ends. The follow-ups are already drafted.
Vertiqa's Post-Meeting Actions agent will turn meeting notes into tasks with deadlines, a drafted recap email, and proposed CRM updates — all waiting for your approval.
The problem it removes
The real cost of a meeting is the hour after it: writing the recap, creating the tasks, updating the deal. It rarely happens the same day, and every promise made in the room is at risk until it does.
What it will do
The working definition we are building against — if it misses how your business runs, tell us before we ship it.
A recap email, drafted
A summary email to the client — what was discussed, what was agreed, what happens next — is drafted for your review and approval.
CRM updated with intent
Stage changes, decisions, and key facts are proposed as timeline updates, so the system of record reflects the meeting the same day.
The spine of every Vertiqa agent
Every agent runs inside the same system of record — bounded by what it remembers, what it is allowed to do, and what gets written down.
Memory
Works from your real history
Post-Meeting Actions will read the same governed timeline as every Vertiqa agent — your calls, notes, deals, and documents — instead of starting from a blank prompt.
Approval
You stay the decision-maker
Anything this agent drafts or proposes waits in your approval queue. It prepares the work; a human ships it.
Audit
Every run written down
Each run, artifact, and approval lands in the immutable audit log — so you can always answer what the agent did, when, and on whose say-so.
What this agent will not do
- Never sends the recap or creates tasks without your review — everything lands as an approvable batch.
- Never updates a deal stage silently; proposed changes are clearly shown before they apply.
Built for
Frequently asked
Is the Post-Meeting Actions agent available today?
Not yet — Post-Meeting Actions is in development on the Vertiqa OS. This page describes what it will do so you can tell us whether it fits how you work. Four agents are live today; see the full roster on the Agents page.
Will it act without my approval?
No. Like every agent on the Vertiqa OS, anything that leaves your organization or changes your records goes through a human approval gate. The agent prepares; you decide.
Where does it get its information?
From the same governed system of record as your team: your CRM, timeline, and documents — plus cited public sources where research is involved. It never gets raw database access, and every action is audit-logged.
How do I get it when it ships?
Talk to us. Early-access customers help shape the agent and get it first — and if this page misses something about how your business works, that feedback is exactly what we want before we build.
Want the Post-Meeting Actions agent first?
Early-access customers shape what we build. Tell us how this should work in your business — and get it before anyone else.
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