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Book demoYour Analysts are Losing Billable Hours to Client Meeting Admin: These 3 AI Agents Fix That.
Summary
- A Meeting Summary Agent automatically generates structured summaries, action items, and client emails the moment a meeting ends, saving analysts at least 1 hour per meeting.
- A Deliverables Drafting Agent uses your style guide and meeting context to auto-draft findings decks, recommendations docs, and status updates, saving 3+ hours of non-billable work per meeting.
- A Client Expert Agent stores all client meeting context in a searchable knowledge base, so analysts can get up to speed instantly instead of spending hours trawling through notes.
- All three agents can be built and deployed today using Cassidy, with forward-deployed engineers to make implementation fast and reliable.
Your company has a mandate for all partners to increase their team’s utilization rate using AI. But between day-to-day team management and business development, you’re struggling to find the focus time required to learn about all the new AI tools, and how they can be applied in your day-to-day workflows.
This article reveals 3 AI agents other professional services teams are using today to automate the biggest chunk of non-billable hours for analysts: client meeting admin.
Three AI Agents That Decrease Non-Billable Hours From Client Meeting Admin (And How They Work)
These three AI agents have been rolled out successfully across dozens of law firms, consulting firms, accounting firms, and agencies.
Meeting Summary Agent
Non-billable hours saved: 1 hour per meeting
Analysts would previously spend up to an hour writing up a summary of what was discussed, action items, key decisions, and next steps before sharing with the client or filing it as a record in your knowledge base.
How this agent works:
This agent automatically generates that same summary immediately after the meeting concludes.
Depending on the tool you use to build this agent, it can also take actions like:
- Creating the meeting minutes in your company template
- Updating your client home base in your company’s CRM tool (eg: Salesforce)
- Automatically drafts the email to send to participants–with a human-in-the-loop approval
Deliverables Drafting Agent
Non-billable hours saved: 3+ hours per meeting
Analysts spend hours designing on-brand deliverables such as findings decks, recommendations docs, and status updates after completing the core work identified in a meeting.
How this agent works:
Once connected to your company’s style guide, this agent automatically drafts deliverables it identifies in previous meetings and drafts initial slides and docs using the analyst’s research.
See an example below of a slide deck created by AI that’s used during a client implementation check-in to see what’s possible.
Client Expert Agent
Non-billable hours saved: 1 hour per day
Important client context can be lost between meetings. Newly assigned analysts want to get up to speed quickly and existing analysts want to cover their bases.
The current process requires analysts to spend hours per day trawling through handwritten meeting notes and unstructured client documentation, still unsure if they have everything by the end of it.
How this agent works:
After storing context from all meetings with a client in your knowledge base, an analyst only needs to ask a question to get up to speed
If anything has slipped through the cracks, it can also take actions such as drafting deliverables immediately in chat and analysts can give feedback to get it client ready.
Build These Agents Today With Cassidy
Build AI agents like these with Cassidy. It features 1) a knowledge base that stores your company documents and processes, 2) an easy-to-understand agent builder, and 3) enterprise security certifications such as HIPAA and SOC 2.
You won't be doing this alone. Our forward-deployed engineers work directly alongside your team to make sure implementation is fast, reliable, and built to last.
Ready to see it in action? Book a demo and we'll show you how to get these agents set up today.
Build AI Agents that operate like your team.
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