Meeting intelligence
What does AgencyFlo's meeting intelligence do?
Why your agency needs meeting intelligence. Branded calls that log themselves and do the follow-up.
Joins the call. Knows the project.
The meeting assistant joins your client and internal calls already aware of which project it's for, so the transcript, summary and action list land on the right record, not in a separate inbox.
Decisions and next steps, not just transcripts
You don't need another wall of text. FloAI extracts the decisions made, the questions still open, and the next-step owners, and writes them into the project as tasks the team already lives in.
Retires a whole tool
Most agencies are paying for a separate meeting tool (Fireflies, Otter, Granola) at $15-25 per seat per month. The meeting assistant inside AgencyFlo retires that line item, and the notes are on the project where the work happens.
Your brand on every call
This is your agency's meeting intelligence, not a third-party bot with someone else's name in the corner. It joins client and internal calls under your brand. It already knows the context: which client, which project, which stage, read from your projects, your calendar and your inbox. So it treats a kickoff, a review and a new-business pitch as the different conversations they are.
Every call turns into done work
When the call ends, the work is already moving. Every decision lands on the project record. The action items become tasks with owners. A follow-up email is drafted in your voice, ready to send. If the conversation drifted past the agreed scope, it flags the creep before it quietly eats your margin.
Calls that grow the business, not just the notes
The intelligence does not stop at delivery. A prospect call with no project yet feeds straight into the CRM, where AgencyFlo drafts the proposal and the contract from what was actually discussed, then suggests the follow-ups that win the work. The admin that used to eat your evenings runs itself, so your time goes back into clients, craft and growing the agency.
Frequently asked questions
Is the meeting assistant branded as my agency?+
Yes. It joins calls as your agency's own meeting intelligence, under your brand, not a third-party notetaker with another company's name on it. Clients see your studio running a sharp, modern call, which is part of how the relationship feels premium from the first conversation.
How does it know which project a call belongs to?+
It reads the context you already have: the calendar invite, the attendees, the linked client and the email thread. From that it works out whether this is a kickoff, a review, an internal stand-up or a new-business pitch, then files everything against the right project or prospect automatically.
What happens automatically after a call?+
The summary and decisions land on the project record. The action items become tasks with owners. A follow-up email is drafted in your voice. If the conversation went beyond the agreed scope, AgencyFlo flags the scope creep so you can deal with it while it is still small.
Can a prospect call create a proposal?+
Yes. When there is no project yet, the call feeds the CRM and AgencyFlo drafts the proposal and the matching contract from what was discussed, then suggests the follow-ups. You review and send, often the same day, while the prospect is still warm.
How is this different from Fireflies or Otter?+
Fireflies and Otter hand you a transcript and leave the work to you. AgencyFlo's meeting intelligence turns the call into done work: tasks created, follow-up drafted, scope creep flagged, CRM and proposals updated, all under your brand. The output is a moved-forward project, not another document to read.
Operate and grow your agency, the right way.
The only tool your agency needs to run faster with less and make more money.