Turn every Attio call into notes, tasks and a clean deal record

Build me a follow-up desk on top of the calls Attio already records, so nothing said on a customer call dies in a transcript nobody reopens. Everything in this app comes from Attio: the meetings, the recordings, the transcripts, and the records I write back to. There is no separate transcription vendor involved.

The app opens on a queue of my recent meetings. Build it from the Attio List Meetings operation, filtered by time range and participant, and remember that it uses cursor based pagination so page through until the cursor comes back empty. Default the time range to the last 14 days and default the participant filter to me, so I land on the meetings I actually attended. Sort meetings that have no follow-up written yet to the very top, then by most recent. Each row should show the meeting title, when it happened, who was on the call, the linked company or deal, whether a recording exists, and a clear processed or unprocessed badge.

Above the queue put a whose meetings picker, populated by the List Workspace Members operation. It defaults to the signed in user by matching them against the workspace member list, and I can switch it to a teammate or to everyone when I am coaching or covering for someone. Give me a date range control and a filter to show only unprocessed meetings.

Opening a meeting shows the transcript beside an AI summary in a two pane layout. The handler first calls List Call Recordings scoped to that single meeting, which is also cursor paginated, then calls Get Call Recording for the recording metadata and Get Call Transcript to pull the speaker segments and timestamps. Render the transcript as speaker labelled segments with their timestamps, scrollable and searchable, so I can jump to the moment something was said. If a meeting has no recording, say so plainly and still let me work the meeting by hand.

The summary pane reads the transcript and pulls out three things: the next steps that were actually agreed, the objections the customer raised, and anything that sounded like a risk to the deal such as a competitor being evaluated, a budget freeze, a champion leaving, or a slipping timeline. Each next step should come with a suggested owner and a suggested deadline that I can change.

From that same screen I take three actions while the conversation is fresh. First, write the summary onto the linked company or deal record using Create a Note, with the note body editable before it is saved and a picker for which linked record it lands on. Second, turn each agreed next step into a real task using Create a Task, including a deadline and an assignee, with the assignee picker fed by List Workspace Members. Let me tick which next steps become tasks rather than creating all of them blindly. Third, correct deal fields such as stage or close date using Update a Record with the append multiselect behaviour, showing me the current value next to the suggested new value so I am confirming a change rather than accepting a guess.

Track processed state in the app's own storage, not in Attio. For each meeting store the meeting id, who processed it, when, and what was written: the note that was created, the ids of the tasks created, and any field updates applied. The queue reads this storage to decide what counts as unprocessed and to sort those to the top, which is what makes the queue actually empty. Never infer processed state from Attio data.

One firm constraint on scope: this app writes notes, it does not read them. Do not build a note history panel and do not try to display the existing notes on a company or deal. If I want to read back through everything logged on a record, I will open that record in Attio.

The flow is always meetings first, then recordings for the selected meeting, because call recordings can only be listed one meeting at a time. Do not try to fetch recordings for the whole queue up front. Keep the queue fast and load the transcript only when I open a meeting.