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

Additional Details

TOUCHY 1 keeps your Klient PSA project up to date — 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 — 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 — 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 — decisions, next steps, due dates — and stages it in your outbox. You review, edit, send. Nothing reaches the customer without you.