If you’re leading a project team, you’ve probably faced this: a long list of tasks, meetings, and notes that never get fully followed up on. Important steps get lost. Clients get left wondering what’s next. Your team feels overwhelmed.
That’s the problem SOLVD.cloud wanted to solve.
Most teams run fast. Meetings happen. Notes are taken. But follow-ups? Action items? Clear summaries? They’re often skipped because there’s just no time. As Evan Connell, Consulting Manager at SOLVD, puts it:
“It’s the thing at the bottom of your to-do list that just doesn’t end up getting done that day.”
Even small missed details can pile up into big communication gaps. That’s why SOLVD built an AI tool to help clean up the chaos.
Instead of paying for expensive third-party tools to write summaries, SOLVD built its own system. After every meeting, a transcript is generated. That transcript gets sent to their AI-powered workflow, which creates a short, clear summary.
It’s not just a list of what was said. It includes:
The summary is then automatically posted to a Slack channel. It’s quick, easy, and keeps everyone aligned.
“All you have to do is copy and paste when the meeting’s over and move on,” says Evan Connell, Consulting Manager at SOLVD.
This automation isn’t just about saving time. It makes a real difference. Clients love getting clear updates. Teams know exactly what’s next. And managers can jump in fast if there’s a risk.
“Was the call tense? Did something go wrong? If yes, the system can alert a manager right away.” – Evan Connell, Consulting Manager at SOLVD
It’s one of those tools that does work you always wished someone had time to do.
The team at SOLVD built this tool themselves, learning how AI and automation can support real business needs. And they’re not stopping there. Next steps include:
These small steps add up fast. As Evan Connell, Consulting Manager at SOLVD explained:
“We’ve saved maybe half the time it used to take for tasks that happen 30 times a day.”
If you’re struggling to keep projects on track, or if your team forgets key details after meetings, you don’t need to live in the chaos.
SOLVD shows it’s possible to use AI and automation to bring clarity and speed to your projects — without a huge tech team or budget.
SOLVD helps mid-market SaaS businesses automate their work using Salesforce and AI. We’ll help you clear the clutter, save time, and grow with confidence.
👉 Book a free consultation to see how your team could benefit from automation like this.
From my initial call with Spencer through project implementation with John and Evan, my experience with the SOLVD team was excellent. They were quick to understand our business needs, clear when explaining the reasoning behind proposed solutions, transparent when reporting on progress and timeline, and all around enjoyable to work with. Would highly recommend and looking forward to continue working with them in the future!
SOLVD was very straight forward with everything needed to complete the project. No surprises, no issues, and cost was aligned with the estimate. They made implementation easy and quick.
As a rule, I'm pretty stingy with my recommendations. So it's a pleasure for me to recommend Solvd as a top-flight Salesforce consultancy. Solvd recently led our company's conversion to the Lightning interface and did it on time, on budget and made it easy for me and my team. I know I'll use their services again, and am confident they can do the same for you.
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