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Module 03 · Meeting Minutes
Meetings
Read.ai connected · Teams · Meet · Zoom
23 processed this month · avg 3.2 min · transcript → minutes · last sync 2 min ago
Today · Tue 10 Jun 1 meeting
Quarterly review — Client Y (CFD, Mauritius)
Just generated
Zoom · 14:00–14:47 KY · 47 min · English · 3 action items · 1 P1 you · 1 P1 Lawrence · 1 P2
AY LT CF CO
Andy Yu, Lawrence Tan, Client CFO, Client COO
Review minutes
Earlier this week 2 meetings
Internal team sync — weekly priorities
Awaiting review · 1d
Teams · Mon 9 Jun · 09:00–09:32 KY · 32 min · 5 action items · 2 for you · 3 for Lawrence
AY LT
Andy Yu, Lawrence Tan
Review minutes
Client M — AML walk-through
Sent · 2d ago
Teams · Fri 6 Jun · 10:00–11:15 KY · 75 min · 6 action items · all closed · distributed to client
AY LT +3
Andy, Lawrence + 3 Client M staff
View minutes
Last week · 2–6 Jun 3 meetings
FSC Mauritius — circular briefing (internal)
Sent · 6d ago
Google Meet · Wed 4 Jun · 16:00–16:30 KY · 30 min · 3 action items · 2 closed · 1 in progress · drove firm-wide alert
AY LT
Internal · 2 attendees
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Compliance committee — monthly
Sent · 8d ago
Teams · Tue 3 Jun · 11:00–12:30 KY · 90 min · 12 action items · 9 closed · 3 in progress · quarter-end agenda set
AY LT +5
7 attendees
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Client P — quarterly check-in
Failed · webhook missed
Zoom · Mon 2 Jun · 15:00–15:42 KY · Read.ai didn't send transcript · 5d unresolved
AY +2
3 attendees · transcript missing
Earlier this month 4 meetings
Client B — onboarding kickoff
Sent · 15d ago
Zoom · Mon 26 May · 15:00–16:00 KY · 60 min · 8 action items · onboarding completed early · new project created
AY LT +2
4 attendees
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Client Q — board call (share transfer)
Sent · 21d ago
Teams · Mon 19 May · 10:30–11:15 KY · 45 min · 4 action items · all closed
AY +3
4 attendees
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Internal team sync — week of 13 May
Sent · 28d ago
Teams · Mon 13 May · 09:00–09:25 KY · 25 min · 3 action items · all closed
AY LT
Andy, Lawrence
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Client N — initial scoping call (Mauritius licensing)
Sent · 32d ago
Zoom · Thu 9 May · 13:00–14:00 KY · 60 min · 5 action items · all closed · engagement signed
AY +2
3 attendees
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Showing 10 of 14 meetings ·