Meeting summary AI agents for finance

Maximize productivity with AI automation, delivering concise meeting summaries tailored for finance professionals to accelerate decision-making.

Transform how you manage meeting documentation with Glide's AI Agent

Meeting summary AI agents are designed specifically for finance professionals, from analysts to portfolio managers. They capture and condense meeting discussions, highlighting key insights and action items. By handling routine documentation tasks, these AI agents allow finance teams to concentrate on strategic decision-making and critical analysis, enhancing productivity without replacing the invaluable human touch.

Engage with your AI assistant

Initiate a conversation with your AI assistant to share meeting details and objectives.

AI agent captures key insights

The AI agent captures discussions, summarizes key points, and identifies action items to enhance your workflow.

Review and validate the summary

Review the AI-generated summary to ensure accuracy and relevance before finalizing the documentation.

AI agents ready for capturing insights from your meetings

Easily capture key insights from finance meetings—enhance decision-making and boost productivity.

Glide provisions custom AI agents for your finance business in a matter of weeks.