Meeting Management System 

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Feature
Structured agendas, smart summaries, and meetings that actually move things forward

Epic’s Meeting Management System transforms how organisations plan, run, and follow up on meetings—replacing scattered notes and forgotten action items with a structured, deadline-driven workflow. Whether it’s a leadership review, project check-in, or compliance audit, this feature ensures every meeting has purpose, accountability, and a clear path forward.


And with AI-enabled summarised transcripts, you don’t just capture what was said—you distil what matters.


Key Functions
  • Customisable Meeting Templates: Create templates for different meeting types—Board Reviews, Site Audits, Team Check-ins, Strategy Sessions—each with tailored agenda items, contributors, and expected outcomes.
  • Live Agenda Tracking: Assign agenda items to contributors with deadlines and commentary. Track progress before, during, and after the meeting.
  • Attendance & Contribution Logs: Record who attended, who contributed, and what was discussed—creating a transparent trail for accountability and follow-up.
  • AI-Enabled Summarised Transcripts: After the meeting, Epic’s AI generates a concise, context-aware summary based on the meeting type. Whether it’s a strategic recap, operational highlights, or compliance actions, the summary is tailored to what matters most.
  • Prompt-Based Summary Refinement: Users can prompt the AI to refine the transcript—e.g., “Summarise key risks discussed,” or “Highlight decisions made”—making post-meeting documentation faster and more relevant.
  • Action Item Assignment: Tasks arising from the meeting can be assigned immediately, with deadlines and notifications—ensuring momentum doesn’t stop when the meeting ends.
  • Report Generation: Export full meeting reports, summaries, and action logs to PDF or Excel—ideal for leadership reviews, audits, or stakeholder updates.
  • Mobile App Enabled: Access agendas, contribute updates, and review summaries on the go—perfect for distributed teams and site-based managers.

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