📊 Pre-meeting Brief — project status, open tasks, last touchpoint pulled automatically
Before the meeting begins, TOUCHY reads the Klient PSA onboarding project. It pulls current task status, overdue items, and notes from the last touchpoint. The host gets one briefing card: what's on track, what's at risk, what needs a decision in this call.
No digging through the project. No opening three tabs before the call. TOUCHY delivers the brief directly to the meeting host.
📣 Attendee Reminder — each person gets their personal todos and what to prepare
Every attendee gets a personalized reminder before the call. Not a generic calendar notification — a summary of their specific open tasks, what they committed to last time, and what they need to bring to this call. The client arrives prepared. So does your team.
Reminders go out 24 hours before the call. TOUCHY reads the project and writes the message. No configuration required.
🎙️ Transcript Read — decisions, blockers, next steps extracted automatically
After the call ends, TOUCHY receives the transcript from Zoom, Teams, or Google Meet. It reads the transcript and extracts three things: decisions made, blockers surfaced, and next steps with ownership. Ambiguous statements are flagged for human review rather than assumed.
TOUCHY does not summarize the entire meeting. It finds what changed — what was confirmed, agreed, and owned.
🔄 Project Updated — task completions and notes written back to Klient PSA
TOUCHY writes the extraction results back to the Klient PSA project. Tasks verbally confirmed as complete are marked complete. New tasks created during the meeting are added with owner and due date. Timeline notes are updated to reflect what was discussed.
No manual project update after the call. TOUCHY handles it while you're still closing your laptop.
📩 Recap Email — accountabilities per person, links, due dates — staged for approval
TOUCHY drafts the client-facing recap email. It lists decisions made, next steps by owner, due dates, and any flagged items for clarification. The email is staged in your outbox — not sent. You read it, edit if needed, and approve. Nothing goes to the customer without a person reading it first.
One click to approve. Two minutes to review. The follow-up that used to take 30 minutes is done.
👁️ You Review — You Approve
Every Klient AI agent operates under a single principle: humans lead, agents deliver. TOUCHY stages the recap — you decide what gets sent. No email leaves your outbox. No data is changed. Every output waits for your review before anything moves.
That's Autonomous Project Delivery — and it starts with you in control.