Use case · Active Meeting Participant

The answer is in the room. Her name is Shelly.

Shelly joins your Teams and Zoom calls as a participant, not a silent note-taker. When someone asks a question, she answers with the source attached. When the meeting ends, you get decisions and next steps, not a transcript.

Talk to Shelly See how it works

Q3 rollout review · Teams

Illustration

Dana R. (Operations) · Marcus O. (IT) · Shelly (AI analyst · listening)

Dana

Shelly, how long did the last rollout take in the Northeast region?

Shelly

Eleven weeks, three over plan. Most of the delay was data migration.

Source: Q2 rollout retrospective · project plan

The reality

You know how meetings really go.

Meetings don't stall because people aren't prepared. They stall because the information lives in documents, systems, and people who aren't in the room.

01
A key question comes up, and the answer is "Let me get back to you."
02
The person who knows how the last project went isn't on the invite.
03
Decisions get made from memory, and nobody is sure which numbers are current.
04
Someone takes notes, but action items get lost by Thursday.
05
The follow-up meeting exists only to answer questions from the first one.

The process

Your meetings, with Shelly.

Step 1

Connect her to what matters

Today

Everyone brings their own notes and their own version of the numbers.

With Shelly

You connect Shelly to the documents, policies, and data relevant to the meeting, and set what she's allowed to see and share.

Step 2

Invite her like anyone else

Today

A note-taking bot joins silently, and people forget it's there.

With Shelly

You add Shelly to the invite. She joins on Teams or Zoom and introduces herself so everyone knows she's an AI participant.

Step 3

She listens to the whole conversation

Today

Context gets lost between who said what and when.

With Shelly

She follows the discussion so her answers fit the context, not just the literal question.

Step 4

Ask, and get an answer with the source

Today

"Let me check and get back to you."

With Shelly

Anyone can ask her a question by name. She answers in the moment and tells you where the answer came from.

Step 5

Capture decisions, not just words

Today

Notes are long, and the important parts are buried.

With Shelly

She tracks decisions, owners, open questions, and commitments as they happen.

Step 6

Follow through after the call

Today

Someone writes up action items the next day, if at all.

With Shelly

You get a recap with decisions, action items, and open questions. She can draft follow-up tickets and check in with owners on what was promised.

The deliverables

What lands on your desk

Answers in the moment.

Questions get resolved during the meeting, with the source named.

Decision log.

What was decided, by whom, and based on what.

Action items with owners.

Clear next steps, ready to send.

Open questions.

What still needs an answer and who should provide it.

Draft tickets.

Follow-up work ready for your team to review and load.

Full evidence trail.

Every answer Shelly gave links back to its source.

You stay in control.

Shelly only speaks when someone asks her a question. She only sees what you connect her to, and she only shares what attendees are allowed to see. Every answer is logged with its source, and your data stays isolated to your organization.

See how Shelly handles security →

Sample output

A recap your team will actually use.

This is what lands after the meeting. Illustrative example.

Q3 rollout review

Oct 21 · 45 min · 6 participants

Decisions

Northeast rollout moves to January. Approved by Dana R.
Data migration starts two weeks earlier than planned. Approved by Marcus O.

Questions Shelly answered

Last rollout duration in the Northeast: 11 weeks, 3 over plan.Source: Q2 retrospective
Contract allows a timeline change without penalty: Yes, with 30 days' notice.Source: Vendor MSA, section 4.2

Action items

Owner	Action	Due
Marcus O.	Confirm migration resourcing	Oct 28
Dana R.	Notify vendor of timeline change	Oct 25

Shelly flagged: The January date overlaps with the year-end change freeze in the IT calendar. Needs confirmation.

Getting started is simple.

What you provide

The meetings you want her in and the documents and data she should draw from.

What Shelly works with

Microsoft Teams, Zoom, and your connected documents, policies, and data.

How fast

Shelly can join her first meeting within a week of setup.

Questions meeting owners ask

Keep exploring

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Shelly checks in with every owner on schedule, follows up on missing answers, flags what doesn't add up, and turns the updates into one report. Nobody has to chase.

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Data Governance

Shelly prepares and leads your data governance sessions, works the council through definitions and reference data, and records agreed decisions before the meeting ends.

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Built for

Operations and delivery leaders running recurring reviewsPMOs and program managersExecutive teams who need answers in the roomProject teams working across departments

See Shelly in a real conversation.

Talk to Shelly for about 10 minutes and see how she listens, answers, and follows up.

The answer is in the room. Her name is Shelly.

You know how meetings really go.