Case file / E.01
Pre-Brief v2.7
A Google Apps Script system that files your meeting notes automatically and then hands them back to you thirty minutes before your next conversation with that person. Version 1 had the data and no delivery. Version 2 had the delivery and no data. This version connects them.
The Problem
Executives move from meeting to meeting and lose the thread between conversations. Notes exist, but almost nobody opens them once the call ends.
Promises like "I will send that over" evaporate fast, and dropped commitments are the biggest credibility leak most executives have. Any tool that needs a human to feed it by hand goes stale.
The Solution
Thirty minutes before a matched meeting, a written brief arrives in Slack or email. It includes a recap of the last conversation, the last three touchpoints, every open commitment in both directions with owners and due dates, and one suggested talking point.
Notes file themselves into per-contact folders and feed the same system, so nothing is typed by hand. It runs inside the user's Google account with no server, no third party, and no IT ticket. The AI is optional: add a key and the talking point is written fresh; leave it blank and the brief still sends.
What Changed in v2.7
v2.7 reconnects filing, recall, and delivery.
- Note filing returned. The summary becomes a touchpoint with a link to the filed copy, and suggested next steps become tracked commitments with an owner and a due date.
- Group meetings are supported. A recurring meeting is tracked under its own title, so a standing meeting accumulates its own history the way a person does.
- A recap opens every brief. One AI call returns both the recap and the talking point, so cost and failure surface are unchanged.
- Slack became the primary channel. Email is opt in.
- A self-test ships with it. It manufactures two realistic meetings, files them for real, prints what it extracted, and cleans up after itself.