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TOUCHY1: AI Project Meeting Agent for Briefs & Follow-Ups

Every project meeting prepped β€” and your project updates itself after

Overview

TOUCHY1 keeps your Klient PSA project up to date automatically. After each meeting it reads the transcript and writes it back to Klient PSA: tasks done, new tasks with owners and due dates, timeline current. No manual update. It also drafts the recap.

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  • 1. PROJECT UPDATED AUTOMATICALLY AFTER EVERY MEETING After every meeting TOUCHY 1 reads the transcript and writes it back to Klient PSA confirmed tasks closed, new tasks added with owner and due date, timeline updated. No manual entry. Always up to date

  • 2. PRE-MEETING BRIEF, BUILT FROM LIVE PROJECT DATA Before each call, TOUCHY 1 reads your live Klient PSA project and delivers a host brief: current status, overdue tasks, last touchpoint, the decision this meeting needs. No digging before the call.

  • 3. PERSONALIZED ATTENDEE REMINDERS, 24 HOURS AHEAD 24 hours before the meeting, each attendee gets a reminder built from the project β€” their open tasks, prior commitments, and what to bring. The client arrives prepared. So does your team.

  • 4. TRANSCRIPT READ β€” DECISIONS, BLOCKERS, NEXT STEPS After the call, TOUCHY 1 reads the transcript from Zoom, Teams, or Google Meet and extracts what changed: decisions, blockers, and next steps with owners. Ambiguous items are flagged, never assumed.

  • 5. RECAP EMAIL STAGED FOR YOUR APPROVAL TOUCHY 1 drafts the client-facing recap β€” decisions, next steps by owner, due dates, flagged items. The email is staged in your outbox, not sent. You review, edit, approve. Nothing reaches the client without you.

  • 6. AGENTFORCE-NATIVE. ZERO INTEGRATION TOUCHY 1 is a Salesforce Agentforce agent. Your data never leaves your org. No external APIs, no third-party storage. Install once, configure the permission set, run. Cost is Salesforce Flex Credits.

  • ONE-TIME PROVISIONING. NO SUBSCRIPTION. $1,000 USD one-time provisioning fee. No subscription. Ongoing usage runs on Salesforce Flex Credits β€” about 20 credits per full meeting cycle, purchased from Salesforce.

TOUCHY 1 keeps your Klient PSA project up to date β€” automatically, after every meeting. No more updating the plan by hand. All inside Salesforce. Any AI can write a meeting summary. TOUCHY 1 does the part that saves you time: it updates the project itself. After the call, it reads the transcript and writes the outcome back to Klient PSA β€” tasks confirmed in the meeting are marked complete, new commitments become tasks with owners and due dates, and the timeline reflects what was decided. Your project is current before you close your laptop. No manual data entry. What you get with TOUCHY 1: PROJECT UPDATED AUTOMATICALLY. The core of TOUCHY 1. Completed tasks closed, new tasks added with owner and due date, timeline written β€” into Klient PSA after every meeting. The plan is always accurate. WALK IN PREPARED. Before each call, a host brief from live project data: status, overdue tasks, last touchpoint, the decision needed. Plus a personalized reminder to every attendee 24 hours ahead. RECAP, STAGED FOR YOUR APPROVAL. TOUCHY 1 drafts the client recap β€” decisions, next steps, due dates β€” and stages it in your outbox. You review, edit, send. Nothing reaches the customer without you.

Categories

Business Needs
Productivity
Customer Service
Enterprise Resource Planning
Industries
Horizontal Product
High Tech
Professional Services
Personas
Business Operations Manager
Consultant
Executive
Features
No Limits
This product's apps, tabs, and objects don't count against your Salesforce org limits. Learn More in Help
Agentforce
Agentforce solutions are customizable, conversational, AI assistants. They boost Salesforce user productivity in a safe way by facilitating everyday business interactions across a wide range of workflows and tasks. Learn More
Managed Package
This product is installed in your Salesforce org as a managed package and receives automatic upgrades.
No Limits
Agentforce
Managed Package

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