Persona: Richard, corporate lawyer. Meets clients frequently, needs accurate records and follow-up tracking.
- Before meeting : Google Calendar event synced to XNote (see 2.13.2 / 3.14.2). Meeting Bot is scheduled to join the video call (see 2.13.4 / 3.14.4).
- During meeting : Meeting Bot records and transcribes the call with speaker identification (see 2.9.5 / 3.10.4). Richard takes handwritten notes on key legal points in his "Client Meetings" notebook.
- After meeting : Reviews transcript with speaker labels. Links his handwritten page to the recording for cross-reference (see 2.9.7 / 3.10.6).
- Action items : AI Chat extracts action items from the transcript (see 2.9.6 / 3.10.5). Creates tasks: "Draft NDA by Friday", "Request financial documents" (see 2.12.2 / 3.13.2). Tasks sync to Todoist (see 2.12.4 / 3.13.4).
- Automation : A workflow triggers: when a new recording is processed, send a summary to the #legal-team Slack channel automatically (see 2.14.2 / 3.15.2).
- Archiving : Adds pages to "Acme Corp Case" folder (see 2.15.4 / 3.16.4), tags with #nda and #active-case (see 2.15.6 / 3.16.6). Exports full notebook as DOCX for the case file (see 2.16.4).