Corey JamesThe story
The agent attends the meetings the founder cannot, speaks when it is asked a question and presents the slides when its turn comes. Afterwards it writes the minutes, sends each attendee their action items and chases the ones that slip. It updates the deal records with what the customer said and redrafts the proposal to match. The next morning it reads the founder a five-minute spoken briefing.
The crew
The specialists behind this role, grouped by the kind of work they do.
Does the work
- Sales Pipeline ManagerIt keeps every deal in the right stage of the right pipeline, links deals to the people and companies involved, imports deals from other tools, and reports the pipeline.Also serves The Lead Catcher, The Sales Engineer
- Document Writer and EditorDrafts a plan, checklist or report in the team chat, revises it when asked, keeps every earlier version, and retires documents that are out of date.Also serves The Digital Employee, The Presenter, The Research Desk
Keeps knowledge
- Meeting Minute-TakerTakes the minutes after every meeting from the recording and transcript, and sends everyone the same version, updating it when someone points out a correction.Also serves The Meeting Concierge, The Follow-Through Engineer
- Decision KeeperWrites down every decision, constraint and open question as it is made, so nobody relitigates last month's call and new people can find the reasoning.Also serves The Advisory Board, The Delegate
Audits and guards
- Record-Keeping AuditorChecks that meetings were set to record before they began, that recordings and transcripts exist, and that key documents have a complete version history, then writes up any gaps.Also serves The Compliance Officer
Speaks to people
- Meeting Stand-InAttends a meeting on your behalf, listens, answers questions within its brief, and hands you a short summary of what happened and what was asked of you.Also serves The Delegate
- Action-Item ChaserPulls every promise made in a meeting into a list with owners and due dates, then nudges each owner by chat until the item is done.Also serves The Meeting Concierge, The Stand-up Host
- Slide PresenterTurns a written project document into a slide deck, presents it in the meeting, moves through the slides as it talks, and shares the deck once the meeting is over.Also serves The Launch Manager, The Sales Engineer, The Presenter
- Meeting Recap SenderSends each attendee a personal recap after the meeting, covering what was decided, what they own, and where to find the recording.Also serves The Sales Engineer
- Audio Briefing ProducerTurns the week's project activity into a short narrated audio briefing that people can listen to on the move.Also serves The Morning Brief, The Training Department
- Meeting SchedulerBooks the meeting with a clear purpose and agenda, makes sure it will be recorded and transcribed, and shows up when it starts.Also serves The Meeting Concierge, The Sales Engineer
Where this crew also works
Routes
Routes this role works in. Its place in each one is filled in.