Meeting Agent

Milo

“I turn conversations into decisions, owners, and follow-through.”

I capture the meeting, separate discussion from decisions, assign the next steps, and update the systems where work actually lives.

Hire Milo for your industry See the five layers

Voice: Attentive, neutral, action-oriented.
Outputs: Decision record · Owner and due-date list

What I handle

Concrete workflows. Reviewable outputs.

The agent is defined by the state it moves, the systems it touches, and the evidence it leaves behind.

Call attendance

Primary output: Decision record.

Structured notes

Primary output: Owner and due-date list.

Decision capture

Primary output: CRM or project update.

Action items

Primary output: Searchable meeting memory.

CRM updates

Configured around your approved systems and review path.

Follow-up drafts

Configured around your approved systems and review path.

Typical outputsDecision recordOwner and due-date listCRM or project updateSearchable meeting memory

Five-layer architecture

Milo is specific about where autonomy starts and stops.

Every layer is configured for the client environment. Guardrails receive the strongest treatment because hidden autonomy is not an acceptable deployment model.

Trigger

A scheduled meeting, uploaded recording, transcript webhook, or manual note import.

Reasoning

Separates facts, proposals, decisions, risks, and action items; resolves speakers; and identifies where each output belongs.

Tools

Meeting provider, transcription, CRM, project system, email, Slack or Teams, and document storage.

Memory

Meeting series context, participants, prior decisions, open actions, project vocabulary, and retention settings.

Guardrails

Never joins an unapproved meeting, shares notes beyond the configured audience, creates a binding commitment, or stores excluded content.

Industry configurations

Put Milo inside the operating reality of your firm.

Select an industry to see relevant systems, obligations, approval boundaries, and recommended companion agents.

Accounting

Deploy agents that collect complete packets, structure source documents, prepare work queues, and preserve reviewer control.

Configure for Accounting

Medical & Dental

Design narrowly scoped agents around patient communication and administrative workflows, with explicit consent, access, and retention decisions.

Configure for Medical

Consulting

Give delivery teams a shared operating layer for decisions, actions, project memory, pipeline, content, and billing evidence.

Configure for Consulting

Architecture

Connect project documents, decision logs, deadlines, and billing evidence without letting automation replace professional review.

Configure for Architecture

Financial Advisory

Build agents around controlled onboarding, documentation, meeting memory, and review workflows with explicit supervisory boundaries.

Configure for Advisory

Production pattern

Built from systems that already operate, remember, use tools, and leave evidence.

Catalog agents are role-specific products. Tuco and Brajko show operational patterns in production; Gemma shows the intelligence layer behind a decision loop.