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Beyond AI Notetakers

How the AI meeting assistant works

Not a summary generator. A live participant with agency — connected to the systems where your work actually lives.

01

Invite the assistant to your meeting

Paste a Zoom, Google Meet, or Microsoft Teams link into the form. Give your assistant a name — participants will use it to address the AI in meeting chat. Add context (agenda, goals, relevant docs) so the assistant is oriented before it joins.

The assistant joins as a named participant — visible on the participants list just like a human attendee. There is no hidden recording widget, no background app: it is in the room.
02

Connect your SaaS tools (once)

Before or after your first meeting, connect the tools you want the assistant to use: Google Workspace, Jira, GitHub, Slack, Salesforce, HubSpot, and more. This takes a few minutes and only needs to happen once.

Connections are OAuth-secured. The assistant only accesses the systems you explicitly authorize. For enterprise deployments, IT manages the delegated credentials — not individual users.
03

Talk to it in meeting chat

Address the assistant by name in the meeting chat — the same way you'd @ someone on Slack. It reads the chat in real time and acts on what you ask. No special syntax. No commands. Natural language.

The assistant also listens to the conversation transcript, so it has context from the whole discussion — not just the explicit questions you ask it.
04

Watch it do the work

The assistant executes immediately: creating tickets, querying data, generating spreadsheets, screen sharing results, or drafting emails. Results appear in meeting chat — or directly in the connected tool — within seconds.

Everything runs live during the call. You don't need to leave the meeting, switch tabs, or schedule a follow-up. The work happens while the conversation is still active.

What it looks like on a real call

These are things you can actually say in meeting chat — and the assistant will do them.

Engineering standup

"Miles, create Jira tickets for the blockers we just discussed. Assign the auth refactor to Sarah, the API timeout to Marcus. Cross-reference the open PRs in GitHub so each ticket has the right context."

Four Jira tickets created, assigned, linked to GitHub PRs, added to the current sprint — before the standup ends.

Jira Cloud · GitHub

Quarterly business review

"Pull our Q3 revenue actuals and compare them to January's projections. Screen share a spreadsheet with the delta over time so we can discuss it as a team."

Data pulled from the connected source. Spreadsheet generated. Screen shared live. Everyone in the room sees the same numbers at the same time.

Google Sheets · connected data source · meeting screen share

Post-meeting follow-through

"Email everyone who was on the call: the recording link, the transcript, the three Jira tickets we created, and a one-paragraph summary of the decisions we made."

All participants receive a structured follow-up with every artifact from the meeting. No one has to ask 'can you send me the notes?'

Gmail · meeting recording · Jira

Architecture decision → PR

"Draft a PR description based on the refactor we agreed on. Link it to the Jira epic we just created. Assign it to the reviewer we mentioned."

PR description drafted with context from the meeting discussion. Linked to the right Jira epic. Reviewer assigned. Ready to push.

GitHub · Jira

Enterprise knowledge retrieval

"Pull the enterprise pricing policy we finalized last quarter and show it in the meeting — we need to align on the numbers before this call ends."

Document surfaced from Glean, Google Drive, Confluence, or Notion — wherever it lives. Shared into the meeting immediately. No tab-switching, no 'I'll send it after.'

Glean · Google Drive · Notion · Confluence

Data question, answered live

"What was our churn rate last quarter? Who are the top five accounts by ARR right now? Pull that while we discuss the retention strategy."

CRM or analytics data queried live. Numbers posted to meeting chat. The conversation continues with real data instead of 'I'll check and follow up.'

Salesforce · HubSpot · connected analytics

Why this is different from a notetaker

Traditional AI notetaker

Joins as a silent recorder

Produces a summary after the meeting

Summary goes to Slack or email

Someone reads it (maybe)

Someone creates tickets manually (maybe)

Action items miss deadlines or disappear

Kazi meeting assistant

Joins as a named active participant

Acts on the discussion in real time

Creates Jira tickets before the call ends

Pulls GitHub context automatically

Screen shares data and analysis live

Emails follow-ups with recording + artifacts

Ready to try it on your next call?

Early access is open. Paste a meeting link, invite the assistant, and see agency in action — live.

14-day free trial. No credit card required.