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C9KNOWLEDGE

Meeting notes and decision archive

Captures internal meetings — recorded or transcribed in real time — and produces structured notes: who attended, what was discussed, what was decided, what action items emerged with owners, what was explicitly deferred. Different from A4 (which is customer-facing calls): this pattern is tuned for internal meetings and feeds an organizational decision archive that becomes searchable over time. The pattern's compounding value: in two years, anyone can ask 'why did we decide X?' and find the meeting where the decision happened.

WHERE THIS FITS
BUSINESS SHAPES
B2B servicesProfessional servicesProduct company
VOLUME THRESHOLD
Below 25 internal meetings per week a month, the payback rarely earns the build. Patterns this shape reliably pay back at 100+.
REQUIREMENTS · 5 REQUIRED, 1 OPTIONAL

Requirements describe capabilities the pattern needs in your environment, not the vendors you must buy. Any system that fills a requirement satisfies it — that’s what makes the catalog portable across the long tail of SMB tooling.

  1. meeting_audio_source
    REQUIREDREADstream

    Recording or live transcript of internal meetings, with metadata about who's there.

    DATA SHAPE
    Audio file or real-time stream with timestamp, participant list, meeting title, optionally meeting type tag.
    COMMONLY FILLED BY
    • video conferencing recording with auto-transcription
    • dedicated meeting bot that joins and records
    • ambient room recording in meeting rooms equipped for it
  2. participant_directory
    REQUIREDREADrequest

    Who's in the company and what role they have, so the pattern can attribute speech and understand organizational context.

    DATA SHAPE
    Employee records with name, role, team, optionally voice fingerprint.
    COMMONLY FILLED BY
    • HR directory
    • company org chart
    • internal directory in the productivity suite
  3. notes_destination
    REQUIREDWRITEevent

    Where the structured notes land for participants and others to read. Has to be accessible and indexed for future search.

    DATA SHAPE
    Structured notes: attendees, summary, key topics, decisions, action items with owners and due dates, deferred items.
    COMMONLY FILLED BY
    • page created in the wiki under a meeting archive section
    • shared document linked from the calendar event
    • channel in team chat with the notes posted
  4. decision_archive
    REQUIREDWRITEcorpus

    Long-term searchable archive of decisions specifically, separate from full notes. The compounding asset.

    DATA SHAPE
    Per-decision records: what was decided, what alternatives were considered, who decided, link back to the meeting and full notes.
    COMMONLY FILLED BY
    • dedicated decision log in the wiki
    • structured database of architectural or strategic decisions
    • section of the knowledge corpus searchable via C7 if live
  5. action_item_destination
    RECOMMENDEDWRITEevent

    Where action items become tasks for the responsible people. Without this, action items rot in meeting notes.

    DATA SHAPE
    Per-action-item: description, owner, due date, source meeting link.
    IF MISSING
    Action items still appear in notes but fewer than half typically get executed. Strongly recommend a destination.
    COMMONLY FILLED BY
    • task created in the project management tool
    • follow-up created in the responsible person's task list
    • calendar reminder
  6. privacy_classifier
    REQUIREDREADrequest

    Determines which parts of a meeting should not be indexed broadly. Internal HR discussions, individual performance conversations, sensitive strategic deliberations get different treatment.

    DATA SHAPE
    Rules and signals for classification: meeting tags, participant roles, content cues.
    COMMONLY FILLED BY
    • meeting-tag-based rules ('1:1', 'HR', 'board' tags get restricted indexing)
    • content-based detection of sensitive topics
    • explicit privacy markers participants can set
RUNTIME FLOW · 7 STEPS
  1. 01
    Detect a new meeting recording or stream becoming available
    meeting_audio_source
  2. 02
    Identify participants and classify meeting type via privacy classifier
    participant_directoryprivacy_classifier
    DECISION If privacy-sensitive, restrict indexing and notification scope to participants only.
  3. 03
    Transcribe with speaker attribution from the directory
    participant_directory
  4. 04
    Extract structured elements: topics, decisions, action items, deferred items
  5. 05
    Generate notes document and post to the notes destination
    notes_destination
  6. 06
    Add decisions to the decision archive with appropriate access controls
    decision_archive
  7. 07
    Create action items as tasks for their owners
    action_item_destination
    DECISION Skip if action_item_destination not filled.
EMISSIONS · 3

Structured outputs this pattern produces. Other patterns and client systems can subscribe to them, which is how the catalog composes over time.

  • decision_corpus

    Growing searchable archive of organizational decisions over time. Becomes invaluable as the company grows.

    CONSUMED BY
    • C7 universal search
    • future-employee onboarding
    • board prep
    • 'why did we do X' inquiries
  • meeting_load_signal

    Per-team and per-person meeting volume aggregated, useful for understanding load and effectiveness.

    CONSUMED BY
    • operations dashboards
    • team health metrics
  • action_item_follow_through_signal

    Per-person and per-team rate of completing action items captured from meetings.

    CONSUMED BY
    • manager 1:1 prep
    • operational health reviews