AI has rapidly become an invaluable tool and its agents our digital teammates. Naturally, this sparks a concern about what tasks to outsource and what humans should keep for themselves.
This week we chat with Megan Filbin, senior lead for Marketing’s strategic projects. That’s a fancy way of saying she herds the cats and keep us all rowing in the same direction, aligning tasks across dozens of departments and functions.
Megan is someone who, believe it or not, actually ENJOYS the work of taking notes on a meeting, summarizing them after, and sharing the update ensures the decisions and action items made during the conversation don’t get lost in the shuffle.
That said, when you’re in back to back meetings, it’s easy to get distracted and overwhelmed. So Megan built an agent with a triggered routine that automatically kicks off when a meeting ends. It analyzes the Gong transcript, puts together a summary with the critical information, and sends a message to Slack tagging the team members who need to take action or have visibility into the decisions that were made.
Take 5-6 meetings a day, times that by the 15-20 minutes it took her to manually review and summarize each call, and this agent is saving Megan hours of work each week. Importantly, it’s also ensuring that the follow up happens quickly, before context switching puts stakeholders in a whole different headspace.
In the video below we also explore a Chief of Staff Megan built to help her digest what happens each day and prepare to hit the ground running the next morning. It reviews conversations from Slack, messages exchanged in Gmail, updates to Asana projects, and several other connected data sources. Then it produces a brief noting where progress was made, what projects are blocked, and what action items need priority attention tomorrow.
Check out the video for a deeper dive into the Playbooks, Skills, and Connectors that power these agents.