Ch. 02 · The CatalogWBI-067
Email & Meeting-Transcript Task Automation
UtilityLocal automation that turns email and meeting transcripts into project-management to-dos, checked against a local mirror of existing tasks so nothing is duplicated, with a confirm-in-chat step before anything is written. The AI extraction stage is paused while the local model layer is retooled; capture and the task mirror keep running.
Core capabilities
- Local mirror of project-management tasks, pruned on refresh
- Email and meeting-transcript intake
- Client-anchored routing to the right list
- Duplicate check against the mirror
- Approve, skip or edit proposals in team chat