What this agent can do for your business
- Proposes agreements in your formatWith your setup
- Flags pending items without inventingIncluded
- Cites your meetings guideWith your setup
- Sends nothing without youIncluded
- Answers from your own content: the knowledge base you loadWith your setup
- Hands the case to a person on your team when neededWith your setup
Paste your notes and it proposes the agreements in your minutes format: action, owner and date....
Meeting Notes to Actions Copilot
Turns your meeting notes into an agreements proposal with owner and date, ready to confirm.
Built for: Team leads and project offices
From USD 299.00 / year
Annual access · updates and support during the term
What changes in your business
- Agreements lost without owner or date
- Minutes written days later
Try Meeting Notes to Actions Copilot
Talk to the agent the way a customer would. It uses demo data and changes no real system.
Hi 👋 I am Meeting Notes to Actions Copilot. I use demo data.
Demo data. It does not change any real system.
From install to the first conversation
1Configure
Enable the plugin in your WordPress, pick your AI provider and load your business context.
2Converse
The agent answers on your website using your catalog and knowledge base.
3Hand off and log
When a case needs your team it hands it off to a person, and keeps the conversation when the visitor leaves contact details.
What it does and what it connects to
- Proposes agreements in your format
- Flags pending items without inventing
- Cites your meetings guide
- Sends nothing without you
What the agent can do
- Website chat
- Answers with sources
- Human handoff
- Knowledge search
- Answers from your knowledge base
Compatibility
- REST API
- Any website
- WooCommerce
- WordPress
What your purchase includes
- Delivery
- ZIP package for local WordPress installation.
Requirements
- WordPress 6+
- AI provider key (OpenRouter, OpenAI, Anthropic, Google or DeepSeek)
- Your meetings guide and minutes format (knowledge base); authenticated access
Before you buy
Does it create tasks or send the minutes?
No. It proposes the agreements for you to confirm and share; integrating your task manager is a separate configuration.
Does it invent owners?
No. If the notes do not state an owner or date, it marks the item pending.
What do I need to configure?
Load your meetings guide and minutes format as the knowledge base, set who receives routed cases and connect your AI key.
Does it invent answers?
No. It only answers from your approved sources; if something is not documented it says so and routes the case.
Works well with
Account Briefing Copilot
Arrive at every meeting with an account briefing based on its authorized record, with date and gaps made clear.
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Answers per diems, limits and filing deadlines citing your travel policy, never approving exceptions.
From USD 299.00 / yearView agentQMS Knowledge Assistant
Your staff finds the current procedure and form instantly, with code, version and section cited.
From USD 299.00 / yearView agent
Meeting Notes to Actions Copilot
Install the plugin with access for your authenticated team only, load your meetings guide and minutes format, set who receives routed cases, connect your AI key and test a real question.
Full product description
Paste your notes and it proposes the agreements in your minutes format: action, owner and date. It flags as pending whatever lacks an owner or date, without inventing them, and answers follow-up rules citing your meetings guide. It is a proposal to confirm: it sends no emails and creates no tasks.