Logged, not necessarily sent
Executive Logs
Logs Awaiting Review
From Fathom transcripts and meeting notesSummary Ready
Technical Meeting — Vizio AI
Odoo / Projects / AI Executive Agent
Suggested log
CRM Review with Joana
Odoo / CRM / Contacts
Suggested folder
Proposal Review — Vizio AI
OneDrive / Clients / Vizio AI / Proposals
Logging Matrix
The agent applies these rules automatically| Meeting type | Summary needed? | Storage location | Action owner | Approval |
|---|---|---|---|---|
| Technical delivery meeting | Yes | Odoo Project | PM | Needs Approval |
| CRM discussion | Yes | Odoo CRM | Joana | Needs Approval |
| Proposal discussion | Yes | OneDrive Client Folder | Executive Agent | Needs Approval |
| Casual / internal check-in | Optional | — | None | — |
Storage Destinations
- OneDrive / Clients / Vizio AI / Proposals
- Odoo / Projects / AI Executive Agent
- Odoo / CRM / Contacts
- Executive Archive