Custom automation proposal
You keep doing
what you do best.
We'll automate the rest.
A custom AI system built around your expertise, your clients, and your six years of data. You create two accounts. We handle everything else — and your client data never leaves your hands.
The problem
3 hrs
spent rewriting a generic transcript after every meeting
~20
clients — each expecting minutes that reflect their company, not a template
0 hrs
of that time is billable — it's pure overhead eating your capacity to grow
Even with the right tools in place, uploading a brain file and transcript after every single meeting still costs you time. Across 20 clients, those minutes compound into hours you could be spending elsewhere.
How it works — overview
📅Meeting ends
⬇️You download the transcript
💻You open an AI tool
📎You attach the client brain file + transcript
📝You copy output into your template
vs
📅Meeting ends
⚡System detects transcript automatically
🏢Client matched via attendees, title, or confirmed by you
✍️Draft written in your voice, to your standard
📄Draft lands in your inbox
What makes this different
🧠
It knows your clients
Every company gets its own brain file — a tailored AI memory built from your client profile, history, and methodology. We build them for you in a session. Your data never leaves your hands.
🎤
It writes like you
Trained on your four-hour professional course. The output reflects your standard and your voice — not a generic AI summary that needs rebuilding from scratch. Minutes, not notes.
🛡️
It never loses a meeting
The Full System uses layered matching to identify the right client — attendee list first, meeting title second, and if both fail, you get one email asking to confirm. Nothing proceeds with the wrong company. Nothing is ever dropped silently.
🔒
Your data stays with you
Everything runs on your accounts, in your infrastructure. We build and test on dummy data only — your real client information is never in our hands. You own it completely, and you can take it and go.
Post-meeting time — your three options
No system
3 hrs
Rebuilding from a generic transcript every time. No AI. No help. Pure manual work.
Manual
~1 hr
20 min manual prep every meeting, then review the output. Better — but the setup steps are still yours to do each time.
Full System
15–45 min
Review only. No prep. Draft already in your inbox before you've closed your laptop.
Investment
Two options. Both are built for you, in person, on your machine. The Manual tier gives you the tools and trains you to use them — you stay in control of every step. The Full System removes the post-meeting step entirely and adds a permanent maintenance layer, so you never have to think about whether it's working.
Manual
Done For You. Run By You.
We come to you in person. We build everything, set it up on your computer, and show you exactly how to use it. After every meeting, you upload two files — the AI does the rest.
Setup & Build
$997 NZD + GST
One-time
Your time cost
~20 min
Per meeting, every time
- ✓ Brain file built for each of your companies (we build them with you, in a session)
- ✓ AI trained on your methodology from your course
- ✓ Set up on your computer in person — you don't configure anything
- ✓ Training: upload brain file + transcript → AI outputs your draft → you review
- ✓ Works with Claude, ChatGPT, or any capable AI tool you prefer
- ✓ New clients: you can onboard them yourself using the same process
- — You still upload files manually after every meeting
- — No automatic triggering — no draft in your inbox without your action
Full System
Fully Automated
Meeting ends — draft is in your inbox. You do nothing between those two moments. Built in your environment, on your accounts. Your data never touches ours.
Setup & Build
$3,999 NZD + GST
One-time
Monthly
$199 NZD + GST
Per month
- ✓ You create two accounts (10 min). We handle everything else.
- ✓ Brain file built for every company — we build them with you in a session, you provide the info
- ✓ AI trained on your methodology from your course
- ✓ Built and tested on dummy data — your real client data never passes through our systems
- ✓ Full automation: transcript detected → client identified → right brain file loaded → draft written → sent to your inbox
- ✓ Layered client matching — attendees first, meeting title second, human confirmation as a last resort. The right company is always found. Nothing is ever dropped silently.
- ✓ New client onboarding: fill in a short form → brain file generated automatically → you review and approve → live the same day
- ✓ Client board changes: fill in a form → Claude updates the brain file → you approve → done. No emails to us required.
- ✓ Runs on your accounts, your infrastructure — you own it completely
- ✓ 30-day support and refinement included from day one
- ✓ $199/month — we stay permanently on the hook. The system self-monitors and auto-retries errors. When something genuinely needs fixing, we get alerted — not you. Client changes? Fill in a form, the brain file updates itself, you approve it. You never troubleshoot anything.
Next steps
1
Confirm & Share Your Course
We confirm the engagement and you share your four-hour training course. That's the foundation — everything else gets built from it.
2
We Build. You Brief.
We build the system in your environment using dummy data. In one session, you brief us on your clients — we build the brain files. Your data stays with you the whole time.
3
Test, Go Live & Scale
We run the system on a real meeting, refine alongside you, and hand it over fully operational. Then we talk about what scaling looks like.
📈
Phase 2 — when you're ready
Your expertise could be earning while you sleep.
Once the system is running, your ceiling disappears. You can take on more clients without the processing time compounding. You can train other minute-takers on your methodology and have them attend meetings on your behalf — your course becomes the engine. The system handles production. You handle growth. That conversation is worth having once you're live.
Ready to move forward?
Confirm this is
what you want.
Book a 30-minute confirmation call. We'll walk through everything, answer any questions, and lock in your start date.
Book a free call →
Free. No commitment. Just a conversation.