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Q3 pipeline review — Acme
NotesQ3 pipeline review — Acme
Assistant
OverviewThreadsTranscript
Q3 pipeline review — Acme
Acme expansion moves to security review; renewal pricing lands next week.
Jul 16, 10:22 AM42:18pricingrenewalsecurity review
SummarySet DefaultCopyRegenerate

Sarah confirmed the Acme expansion is gated on their security review — Marcus owns the questionnaire and will return it by Friday. Renewal pricing for the current contract lands next week; Dana wants the usage data pulled before the call.

Decisions
  • Hold the 8% uplift until usage data is in
  • Security questionnaire before contract redlines
Threads 4Add task
Return security questionnaire to AcmeMarcus · Fri
Pull 90-day usage data before renewal callDana · Mon
One recording, processed on-device: summary, threads, topics, and patterns — nothing sent anywhere.
12:04
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Transcribed · Extracting entities…
Process

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person: Sarahrenewal pricing
Explore

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THREADS

Every “I’ll do that” becomes a thread.

Commitments, decisions, and open questions are pulled out of the conversation automatically — with an owner, a deadline, and a link back to the exact moment it was said. Check them off, or let the next meeting close them for you.

Send revised SOW to MeridianYou · from "Meridian kickoff" · due ThuMeridian
Intro Priya to the design contractorYou · from "1:1 with Priya" · due tomorrowPriya
Confirm Q3 budget with financeClosed automatically — resolved in "Budget sync"Auto-closed
Decide: annual vs. monthly for Acme renewalOpen question · raised in 3 meetingspricing
person: Marcusdate: last monthsecurity
NOTES
Q3 pipeline review — Acme“Marcus owns the security questionnaire…”Jul 16
Vendor review — SOC 2 scope“…renew the security attestation before…”Jul 2
THREADS
Return security questionnaire to AcmeOpen
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⌘K opens semantic search across every transcript, summary, and thread. Type filters as you think them — a person, a topic, a date range — and get the exact moment, not just the meeting it happened in.

ENTITIES

People and topics that compound.

Every person, company, and topic becomes an entity with its own timeline. Open “Acme” and see every mention across four months of meetings — what was promised, what changed, and who said it.

AAcme CorpOrganization · 23 mentions · 9 meetings
Jul 16“Expansion is gated on their security review — Marcus will return it Friday.”Q3 pipeline review · Sarah Lin
Jun 30“They want the annual option priced before the board meets.”Renewal prep · Dana Fox
Jun 12“Acme’s usage doubled since the March rollout.”Metrics review · Marcus Reed
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