Case 03 of 07 · Fourfecta, a large education group
No promise slips through.
Decisions and commitments were scattered across emails, meetings and messages. A searchable memory brings these sources together and prepares context for the next meeting.
AI-generated photo.
Scene · 09:48
What happens at 09:48
Ten minutes before the meeting, the executive asks on WhatsApp what was agreed, and the briefing is already there, with the open commitments.
Copilotonline
- Customer: I have the pilot meeting at 10. What did we agree last time?09:48
- Company: Pilot in one location, report every Monday. Two commitments still open; the full briefing is in the app.09:48
- Customer: Who was supposed to name the owner?09:49
- Company: You, by Thursday. The revised timeline went out on Tuesday.09:49
Meeting briefingThursday, 10 AM
- Calendar
- Previous minutes
Meeting on the customer service pilot
From the last meeting
The pilot starts with one office. Weekly report on Mondays.
Open commitments
Name an owner for the pilotdue Thursday
Send the revised timelinedone Tuesday
Sources: 1 email · 3 messages · 1 set of minutes
Illustrative scene, with synthetic data.
In production
What we built
Email, WhatsApp, calendar and meetings in one searchable memory, with priorities, promises and deadlines detected automatically
A single agent, in the app and on WhatsApp, with the same memory, voice and transcription
AI proposes, policy decides and a person reviews in a queue
Tasks create themselves.
A briefing before every meeting, with the decisions from the last one
The memory opened to Claude over MCP, with secure login
Data isolated per client and encrypted keys
Architectureat a glance
- Email, WhatsApp, calendar and meetings
- Searchable memory with priorities and promises
- A policy that decides what the AI may execute
- Review queue, tasks and a briefing before every meeting
Governance
Where a person decides
A person in control
- The AI proposes, company policy decides what can be executed and a person reviews it in a queue.
Risks handled
- Data isolated per client and encrypted keys.
- Claude reaches the memory over MCP, with secure login.
Technology · Hybrid search with reranking, MCP server with OAuth 2.0, voice transcription
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