Meeting notetaker / Follow-up
Every meeting ends with clear next steps
After each meeting, Vega drafts the recap email, extracts the action items, and lines up the tasks. The follow-through happens before you are back at your desk.
Vega's Magic Wand makes it easy to refine meeting output without starting over. I can give Vega additional instructions and get notes and follow-ups that better match the structure and level of detail I want.
Bob Wolfe
HealthyFP
Follow-through, handled before you leave the room
Recap emails in your voice
A client-ready summary email, drafted and waiting for your review.
Action items extracted
Every commitment made in the meeting becomes a task with an owner and a date.
Routed to your team
Tasks land with the right person: you, your associate, or your operations team.
Nothing falls through
Commitments made in conversation stop dying in notebooks and memory.
More in Meeting notetaker
Notetaker
Notes, decisions, and next steps from every meeting.
Learn more →Meeting prep
A brief from every source, before every meeting.
Learn more →CRM sync
Structured meeting data straight into your CRM.
Learn more →Profile enrichment
ProContact and household records that keep themselves current.
Learn more →Meeting compliance
ProClient conversations reviewed against SEC rules.
Learn more →Meeting analytics
ProCoaching and client signals from every meeting.
Learn more →See Vega in action
Experience how Vega automates your daily workflows. Start your free trial or book a personalized demo.