Skip to content
futureagent

AutomationAutomation

Site meeting minutes

After the site meeting, you send your voice notes and photos: the agent writes the minutes (progress per trade, snag items, decisions, actions per company with deadlines), lays them out as a PDF and sends them to all parties.

Use this template

€9 per month, estimatedPrice confirmed before launch

Or launch it from WhatsApp

What the agent does

After every site meeting

  1. 1Read. Voice notes and photos.
  2. 2Write. Progress, snag items, actions.
  3. 3Lay out. Numbered PDF with photos.
  4. 4Distribute. To every party involved.

Sample deliverable

Minutes no. 12: Les Acacias residence, October 22

  • Structural work: 85%. Exterior joinery: installation in building B on Monday.
  • Snag item: crack on the north facade, to be fixed by Maçonnerie Duval before November 5.
  • Next meeting: Tuesday October 29, 9 am.
  • PDF: Site meeting minutes

Connectors

  • Google DriveGoogle Drive: read notes and photos, file the minutes
  • GmailGmail: send to all parties

Already set up for you

Numbering
Continuous per job

What you'll be asked

  • Distribution list for the job?

Who it's for

About 16 runs a month, standard business logic and 6 actions per run (generated files, emails sent): Essential tier.

Learn more

In the same category