Powerful Features

Everything you need to transform meetings into actionable insights

Automatic meeting transcription
Action item extraction
Sentiment analysis
Microsoft Teams integration
Automated client report generation
Automated client report generation
AI-powered content structuring
Multi-client support with custom templates
Automatic meeting transcription
Action item extraction
Sentiment analysis
Microsoft Teams integration
Automated client report generation
Automated client report generation
AI-powered content structuring
Multi-client support with custom templates
Never miss important details
Track action items automatically
Understand meeting dynamics
Save hours on meeting notes
Eliminate manual report creation
Ensure consistent client reporting format
Reduce report generation time from hours to minutes

Why Choose Us

Real benefits that transform your workflow

Never miss important details
Track action items automatically
Understand meeting dynamics
Save hours on meeting notes
Eliminate manual report creation
Ensure consistent client reporting format
Reduce report generation time from hours to minutes

Automated Client Meeting Report Generator (Copilot Studio + AI Builder)

This automation removes the need to manually create post-meeting reports for clients. As soon as a meeting transcript (.doc format) is placed in the correct folder, the system automatically identifies the client, uses the client-specific instructions to extract and structure all required information with AI, and generates a formatted final report and saves it in the client's folder.

OneDrive → Documents folder structure

Documents

├── [Client Name]

│ ├── template │ │ ├── template_new_json.doc ← AI instructions + JSON structure

│ │ └── meeting_populate.docx ← Word template with content controls

│ ├── transcripts ← Drop raw .doc transcripts here

│ └── reports ← Final reports appear here automatically

│ └── (repeat exactly the same structure for every new client)

Required Template Files

template_new_json.doc

.doc

Contains the full client-specific JSON structure for AI Builder. Only this file is edited when the client wants to change sections, wording, tables, or instructions.e 1

meeting_populate.docx

.docx

Official Word template with Content Controls (Developer tab). The flow fills these controls and generates the final report.

Pro Tip: Every section has a 'comment' field – this is where we give extra instructions to the AI. To change or improve any part of the report in the future, simply update the relevant comment in template_new_json.doc (no need to touch the flow).

Required Template Files

template_new_json.doc

.doc

Contains the full client-specific JSON structure for AI Builder. Only this file is edited when the client wants to change sections, wording, tables, or instructions.e 1

meeting_populate.docx

.docx

Official Word template with Content Controls (Developer tab). The flow fills these controls and generates the final report.

Pro Tip: Every section has a 'comment' field – this is where we give extra instructions to the AI. To change or improve any part of the report in the future, simply update the relevant comment in template_new_json.doc (no need to touch the flow).

How the Automation Works (High-Level Flow)

1
In OneDrive → Documents, create a folder with the exact client name
2
Inside it create the three subfolders: template │ transcripts │ reports
3
Ask a developer to create and place the two files in 'template' and update the copilot studio flow
4
Create template_new_json.doc - format of the report in json form with comments instructing AI to extract details
5
Create meeting_populate.docx - Official Word template with Content Controls (Developer tab), to create the final report in client expected format

How the Automation Works (High-Level Flow)

1
Trigger – When a new file is created in any client's 'transcripts' folder
2
The flow automatically extracts the client name from the folder path
3
Retrieves template_new_json.doc from that client's 'template' folder
4
Reads the content of both the transcript (.doc) and template_new_json.doc
5
Calls AI Builder → 'Run a prompt' action with: Prompt + content of template_new_json.doc, Raw transcript text. AI returns clean JSON exactly matching the structure defined in the template
6
Populates meeting_populate.docx using 'Populate a Microsoft Word template' action
7
Saves the finished report in the client's 'reports' folder

Special offer

AI council incubator

We build AI inside your operations. At no cost

Your data, your systems, your actual AN-ACC position. Live in six weeks. Measurable result at 30 days. You decide whether to scale.

What you get

AI Roster Decision Engine integrated into your live systems

AN-ACC compliance tracking against your actual QTD data

Backfill engine running on real leave requests

Full audit trail and decision documentation

No licence, platform, or ongoing commitment required

What happens after you apply

Submit the 2-min form

AI consultant calls within 1 business day

45-minute scoping call

Results at 30 days

2 spots remaining for Q2 2026 for Your Age Care Business

Apply for the AI Council Incubator

If we can’t identify a workflow worth automating in the scoping call, we’ll tell you before we build anything. No cost, no obligation, no follow-up pitch.

Ready to Transform Your Meetings?

Join the future of intelligent meeting management

Get Started Now
View All Projects
View All Projects

Join our newsletter

Office addresses:

10-20 Gwynne Street,
Cremorne VIC 3121,
Australia

Compass Building,

Ras Al Khaimah,

United Arab Emirates

Copyright ©HumaniseAI. All rights reserved.

Privacy Policy

Case Study

AI Solutions

Join our newsletter

AI Solutions

Office addresses:

10-20 Gwynne Street,
Cremorne VIC 3121,
Australia

Compass Building,

Ras Al Khaimah,

United Arab Emirates

Copyright ©HumaniseAI. All rights reserved.

Privacy Policy

Join our newsletter

AI Solutions

Office addresses:

10-20 Gwynne Street,
Cremorne VIC 3121,
Australia

Compass Building,

Ras Al Khaimah,

United Arab Emirates

Copyright ©HumaniseAI. All rights reserved.

Privacy Policy

Special offer

AI council incubator

We build AI inside your operations. At no cost

Your data, your systems, your actual AN-ACC position. Live in six weeks. Measurable result at 30 days. You decide whether to scale.

What you get

AI Roster Decision Engine integrated into your live systems

AN-ACC compliance tracking against your actual QTD data

Backfill engine running on real leave requests

Full audit trail and decision documentation

No licence, platform, or ongoing commitment required

What happens after you apply

Submit the 2-min form

AI consultant calls within 1 business day

45-minute scoping call

Results at 30 days

2 spots remaining for Q2 2026 for Your Age Care Business

Apply for the AI Council Incubator

If we can’t identify a workflow worth automating in the scoping call, we’ll tell you before we build anything. No cost, no obligation, no follow-up pitch.

Special offer

AI council incubator

We build AI inside your operations. At no cost

Your data, your systems, your actual AN-ACC position. Live in six weeks. Measurable result at 30 days. You decide whether to scale.

What you get

AI Roster Decision Engine integrated into your live systems

AN-ACC compliance tracking against your actual QTD data

Backfill engine running on real leave requests

Full audit trail and decision documentation

No licence, platform, or ongoing commitment required

What happens after you apply

Submit the 2-min form

AI consultant calls within 1 business day

45-minute scoping call

Results at 30 days

2 spots remaining for Q2 2026 for Your Age Care Business

Apply for the AI Council Incubator

If we can’t identify a workflow worth automating in the scoping call, we’ll tell you before we build anything. No cost, no obligation, no follow-up pitch.