AI Office Hours: Real Agentic AI Examples Beyond the Chat Era

Great question. I'm not uploading anything. There are no summaries or transcript files that I hand to it. The system is connected directly to our Microsoft 365 and Teams environment, so it reaches the meetings through that connection.
 
In Teams, I can "follow" a meeting or series without attending it. We record and transcribe nearly every Teams meeting already, so the transcripts exist and only need to be pulled into Claude for processing. Once a day, early in the morning, the system looks at my calendar, finds the meetings I followed but didn't sit in the day before, and pulls the transcript for each one straight from Teams. No forwarding, no copying and pasting, no manual step from me.
 
From there it reads the full transcript, and gives me back what I care about: the decisions, anything waiting on me, wins, and the sentiment of the room, meaning how the team is feeling about the work. So I stay aware of what's happening in the meetings I can't be in, without watching hours of recordings.
 
One clarification, since it tends to come up: for meetings I'm actually in, I either use Teams to transcribe those or a recorder (Plaud) to capture the conversation. The system knows that it should favor Teams because it has better fidelity about who is speaking at any point. It then automatically pulls down a Plaud transcript if it exists and Teams is not available for that particular session. But for the "followed" meetings you're asking about, it's all automatic through the Teams connection.

Fair challenge, and it's one I actually agree with, in part. Deciding what matters for the board is my job, and it should stay my job. I'm not handing that off, and I wouldn't want to. But that's not what's happening here. I'm not teaching it to think for me. I'm using it as an assistant, the same way a strong executive assistant or chief of staff would help. It doesn't form my judgment. It prepares the ground so I can apply it faster.
 
Take the board example. Could I sit down and write out the important topics on my own? Absolutely, and I do. But when I ask the system that question, it scans everything that's happened across the company over the last quarter and jogs my memory, so I don't forget to raise something that actually matters. The call on what makes the cut is still entirely mine. What changes is that prep for that portion of the agenda takes far less time, or perhaps it takes the same amount of time but is higher quality.
 
The point is that I'm getting leverage on my time. I've got a long list of things I'll never get to in a day. If I can compress the prep and the remembering, I free up capacity to do more high-quality work, not less thinking. The thinking is the part I'm trying to protect. This clears the busywork around it so I can spend more of my energy on the judgment calls that only I can make.
 
So I'd flip the sanity check around. The risk isn't that I think less. It's that without help, I spend my best hours on prep and recall and neglect other things that would benefit from my attention.

Great question, and the honest answer is that I haven't thought that far ahead yet. What I've built so far is a prototype, and the prompts behind them are written for my role and are particular to Endsight's context. If we transplant them into another organization, it probably wouldn't translate to a valuable outcome, at least not without substantial modification.

That said, the pieces underneath generalize very well, and the pattern isn't complicated. It's a set of small capture projects that each do one job, a control layer that coordinates everything, a plain instruction file for each, and a place to give feedback so it gets better over time. None of that is specific to me, and the framework transfers really well. The instructions, though, need to be built out for an individual organization.

Because each instance would need a fair amount of customization, I've thought about running a series of workshops, with starter prompts to get things going and assistance with developing the connections into your data that make it more powerful over time. I'd love your feedback on whether something like that would be helpful, or if you have different thoughts on what would be most valuable.

If you're interested in getting started on your own, the one piece of advice I'd give is to start small and simple. Don't try to build the whole thing at once. I started with a single narrow problem, summarizing meetings I couldn't attend, purely to learn the tool, and it grew from there. Pick one nagging task, get that working, and the ambition and vision will follow.

If it would help you get going, I'm happy to share a starter prompt for the Followed Meeting Capture project I mentioned, so you have a real example to work from instead of a blank page.