Backlog Black Hole SOLVD! AI Automation for Project Clarity
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.
The Problem: Things Fall Through the Cracks
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.
The Solution: SOLVD's Post-Call Orchestrator
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:
- What the client needs to do
- What SOLVD is responsible for
- What to expect before the next meeting
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.
Smarter Follow-Ups, Happier Clients
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.
Built from Scratch, with Future Plans
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:
- Summarizing all client calls for the month
- Spotting mismatches between what’s said and what’s in the CRM
- Creating tasks directly in project tools based on the conversation
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.”
What Does This Mean for You?
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.
Ready to Get Out of the Backlog Black Hole?
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.