Case Study - AI Meeting Agent saves hours and protects confidentiality

Housing Australia wanted a way to save time on meetings without compromising security. We developed an AI Meeting Agent that transcribes discussions, creates summaries, and generates action items—all while keeping sensitive information secure. This solution was designed for non-technical users, with minimal training required. Through rapid testing and iteration, Housing Australia could explore how AI fits into their workflow and start building internal capability. By embedding this tool in their daily work, they reduced repetitive admin tasks, saved hours of manual note-taking, and improved information access across the team.

What We Delivered

• A secure AI Meeting Agent to transcribe, summarise, and generate action items

• A user-friendly testing setup using Postman, with no coding needed

• Customised prompts refined through feedback and fast iterations

• Training and support to help the internal team test and adopt the solution

What Changed for the Client

• Teams now spend less time taking notes and more time focusing on decisions

• Sensitive meeting data stays within their own systems, ensuring confidentiality

• Staff can quickly access clear summaries and next steps without digging through transcripts

Seen how it worked for them, want the same for you?

At CopilotHQ, we’re more than just an AI consulting firm. We specialise in practical AI, machine learning, and data solutions that work for real businesses. You don’t need to be a tech expert, we make AI easy to understand and apply. Our goal is to help businesses of all sizes use AI with confidence and clarity.

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