Workflow 06 · All functions · Leadership · Decision owners

Decisions stop dying in meeting recaps.

The decision was made in the meeting. Who knows? Five people. Who needs to know? Forty. Who actually finds out? Three, six days later, via a Slack message someone forgot to send. Heidi makes decision distribution a workflow, not a hope.

  • Zoom / Teams
  • heidi
  • M365
  • Slack
  • Enterprise Cortex
How Heidi runs it
  1. Step 01
    Zoom · Teams

    Capture is continuous.

    Every meeting that should be captured is. The recording policy is explicit (see Falkster's recording policy), the access controls are explicit, and the participants always know what Heidi will and won't surface.

  2. Step 02
    heidi

    Decisions become first-class objects.

    Heidi extracts every decision from the transcript with its source quote, its owner, its blast radius. Same for commitments. Same for unresolved questions. These become structured entities in the Cortex, not bullets in a recap document.

  3. Step 03
    M365 · Slack

    Distribution is automatic.

    Heidi drafts the memo for each audience that needs to know, the leadership readout, the team-level note, the customer-facing summary if appropriate. You approve the variants; Heidi sends them through the right channel for each one.

  4. Step 04
    M365

    Async beats meetings.

    Because decisions distribute themselves, the next round of meetings stops being recap meetings. They become decision meetings. The asynchronous catch-up that used to take a Tuesday morning is just gone.

  5. Step 05
    Enterprise Cortex

    Enterprise Cortex remembers everything.

    Three months from now, when someone asks "why did we decide to switch the rendering pipeline?", the answer is one query away, sourced to the meeting, to the decision, to the trade-offs considered. The institutional memory stops walking out the door.

Run this workflow
against your data.

Bring the version of this workflow your team actually runs today. We'll wire Heidi against a sandbox of your stack and show it end to end inside the call.

Book a demo
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