Turning Board Meeting Data into Actionable Intelligence with Agentic AI
Built an agentic AI system that automatically processes board meeting recordings, extracts action items, and tracks follow-ups — reducing manual effort by 80%.
Company
Private Limited
Domain
Board & Executive Intelligence
Service
Agentic AI & Intelligent Automation
Technology Stack
Problem Statement
Complex Board Data Slowed Executive Decision-Making
Board meeting packages often contained hundreds of pages of information from multiple enterprise sources, making preparation and review time-consuming for directors and executives. Critical insights, risks, decisions, and action items were distributed across documents, requiring manual analysis, summarization, and follow-up. This made it difficult to quickly identify key business priorities and maintain consistent visibility across board meetings. The organization needed an intelligent, centralized solution to streamline board preparation, surface actionable insights, and improve decision and action tracking.
Key challenges included:
- Manual review of large board books.
- Limited time available to board members.
- Difficulty identifying business risks.
- Important information distributed across multiple documents.
- Manual preparation of executive summaries.
- Lack of traceability for board decisions.
- Slow follow-up on action items.
- No centralized intelligence across meetings.
The solution included:
- Analyze enterprise documents.
- Summarize complex information.
- Retrieve relevant information.
- Identify risks and insights.
- Support meeting documentation.
- Track decisions and approvals.
- Follow up on action items.
Solution
One Conversational Interface for Executive Intelligence
Peramal developed EVA, an AI-powered virtual assistant that provides employees with a single conversational interface for everyday board and executive intelligence requirements.
Impact & Benefits
Key Benefits Delivered
- 80% reduction in manual board preparation and document review effort.
- 95% automation of meeting documentation, minutes, and follow-up actions.
- Faster strategic decision-making through AI-driven insights.
- Improved governance with centralized decision tracking.
- Audit-ready records of decisions and actions.
- Enterprise-wide visibility into risks, strategic initiatives, and board actions.
- 100% traceability of board decisions, approvals, and action items.
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