Every meeting, recapped before you close the tab.
Patricia reads the transcript, writes up the decisions and next steps, posts the recap in your internal client channel, and files the notes as tasks in Asana. When a competitor comes up, she runs the research and pushes that to Asana too, before you have to ask.
📝 Recap · Northwind weekly (30 min)
Decisions: September paid-social budget approved, launch moved to the 22nd.
Next steps, filed as tasks in the Northwind project in Asana:
- Owen → refresh the paid-social ad set for the new date
- Iris → send the revised timeline to the client
One more thing: Northwind flagged two competitors on the call. Want me to run a competitor ad research pass and push it to their Asana project?
@Pati yes, run the competitor research.
On it. I'll pull those competitors' latest ads, summarise what changed, and add it to the Northwind project in Asana by Thursday.
The old way
How teams do this today.
Every client call ends with good intentions. Turning them into a written recap that people actually act on is where it falls apart.
The note-taker who missed half of it
Someone half-listens so they can type, still misses a decision, and spends the evening turning shorthand into something the client can read.
The transcription bot's wall of text
A meeting bot drops a full transcript and a generic summary in a folder nobody opens. No decisions pulled out, no next steps, and it charges per seat to do only that.
The next steps that evaporate
Three things were agreed on the call. None became a task, nobody owned them, and next week everyone reconstructs what was supposed to happen.
Inside Patricia
What it looks like when she owns it.
Setup
Running in minutes, then it's hers.
Step 1
Add Patricia to Slack
She joins your workspace like any teammate. Two minutes, no engineering.
Step 2
Connect your meetings and Asana
Link Fireflies so she can read the transcript and Asana so she can file the tasks. One click each, no new tool to roll out.
Step 3
Tell her where recaps go
Pick the internal channel for each client and the format you want: decisions, next steps. She learns your voice from the first few.
Step 4
She takes it from there
After every call the recap lands in the channel, the next steps are filed as tasks in Asana, and she offers to start whatever came up next.
Meeting recaps
What she takes off your plate.
Real behavior of the skill, not a feature list.
Reads the meeting, not just the words
She pulls the transcript from Fireflies and writes what actually happened: decisions made, questions still open, and what was promised to the client.
Decisions and next steps, in your voice
The recap is the useful part, not a transcript: what was decided and what happens next, written in your team's voice rather than generic bot summary language.
Files the next steps as tasks in Asana
Every follow-up becomes an Asana task assigned to a real owner, with the context from the call attached, so people pick up work that already makes sense.
Runs the research when it comes up
When a competitor is mentioned on the call, she offers to run a competitor ad research pass and pushes the results straight to the client's Asana project.
Posts where the team already is
The recap lands in the internal client channel in Slack minutes after the call, tagged to the people who need it. No document to go hunting for.
One teammate, not another bot
Recaps are one thing she does, with no per-seat fee. The same teammate handles reporting, creative production, and client updates in the same Slack.
Say it like you'd say it
Things to ask her on day one.
Recap the Northwind call and post it in the internal channel
File the next steps from the call as tasks in the Northwind project
Run competitor ad research on Northwind's rivals and push it to Asana
Send me a recap of every call I had this week
What did we decide on the Northwind call?
Keep going
One skill down. She has more.
Patricia's value compounds when the whole workflow lives with her, not just one job.
Patricia + Fireflies
Where she reads the meeting from. She pulls the transcript and turns it into a recap of decisions and next steps.
Patricia + Slack
Where the recap lands, minutes after the call, in the internal channel the team already watches.
FAQ
Meeting recaps, answered.
Where does Patricia get the meeting content from?
She reads the transcript from your meeting tool. Connect Fireflies once and she picks up each call automatically, so nobody has to take notes or paste anything in. The recap is written from what was actually said.
What is in a recap?
The decisions made, the next steps, and any open questions, in that order. You decide the format once and she writes every recap that way, in your team's voice rather than a generic summary.
Do the next steps actually become tasks?
Yes, and that is the point. Each follow-up becomes an Asana task assigned to a real owner, with the context from the call attached. The call turns into tracked work in the right project, not a paragraph nobody reads.
What is the competitor research she offers?
When a competitor comes up on the call, she offers to run a competitor ad research pass: pulling their latest ads, summarising what changed, and pushing it to the client's Asana project. She offers first, you say go, and she gets on with it.
Can she do this per client or project?
Yes. Point each client at its own internal Slack channel and Asana project, and she routes every recap and every task to the right place. One meeting, and it reaches exactly the people and the project it should.
What does it cost per user?
Nothing per user. Meeting recaps is one thing Patricia does, so there is no per-seat fee the way standalone meeting bots charge. It runs on your workspace plan like everything else she does.
Is this all Patricia does?
No. Recapping meetings is one job. The same teammate handles client updates, reporting, creative production, and the rest of the work agencies hand her, all in the same Slack.
One of the jobs agencies hand her. See more admin use cases or browse them all.
Everybody deserves a Patricia.
She handles the mess. You keep the clients. See what changes in your first week.
Pick a time that works for you. You get a live walkthrough of Patricia on real agency work, and every question answered.