New AI-powered feature automates post-meeting work, saves 10+ hours per week
Rocketlane, the modern Professional Services Automation (PSA) platform transforming how professional services teams operate, announced the launch of AI Fills, an AI-powered assistant designed to automate not only notetaking but the full spectrum of post-meeting work such as documentation, collating key project information and insights, and assisting in preparing project updates, notes, follow-ups, and a range of email communications, helping teams reduce manual effort and maintain consistency.
With AI Fills, Rocketlane moves towards building a truly intelligent PSA platform, enabling proactive client communication, context-filled documentation, and early risk identification, ensuring that professional services teams never miss a critical update.
“For professional services teams, staying ahead of client expectations is everything. AI Fills ensures that no meeting insight is lost, no action item is delayed, and no client is left waiting for an update,” said Srikrishnan Ganesan, CEO of Rocketlane.
Unlike generic AI notetakers, AI Fills doesn’t just summarize; it seamlessly integrates meeting insights into Rocketlane’s built-in email and status update templates. This means follow-up emails, escalation updates, and project status reports automatically pull the most relevant context from past conversations, creating smarter, accurate, more proactive client communication at scale.”
The Problem: Manual Post-Meeting Work Costs Teams 10+ Hours a Week
For professional services teams, meeting documentation is critical but time-consuming. Manually summarizing conversations, extracting action items, and updating stakeholders often leads to unstructured, inconsistent documentation that makes knowledge sharing difficult, delayed or missed client updates, misalignment of priorities, and lost productivity as teams spend hours on administrative work.
With AI Fills, these challenges disappear.
AI-Powered Execution, Not Just Notetaking
Unlike generic AI notetakers, AI Fills is designed for professional services teams, enabling them to:
- Generate actionable summaries: AI Fills automatically captures key insights, decisions, and action items from meetings.
- Ensure consistent, high-quality communication: Standardizes documentation such as scope of work (SOW) and requirements documents across your team, ensuring every update reflects your highest standard.
- Automate follow-ups: AI Fills pushes client communication such as weekly progress updates instantly via Rocketlane, reducing turnaround times.
- Keep projects on track: Teams stay ahead of risks and escalations with well-documented meeting insights and action plans that can be included in, say, executive steering committee emails and project fields within Rocketlane projects.
- Showcase your team’s proactiveness: All key communications like kick-off emails and check-in emails reach your client’s inbox at lightning speed, winning their confidence with every interaction.
- Stay ahead of escalations and risks: AI Fills makes capturing and sharing project notes effortless. With every key update documented and accessible, your team stays aligned on client expectations, sentiment shifts, and ongoing progress.
- Reclaim 10+ hours per week: AI Fills handles the busy work—summarizing, editing, and formatting—so your team can focus on client relationships and high-impact tasks.
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Enterprise-grade Security
AI Fills is built with enterprise-grade security in mind:
- No model training on customer data, ensuring complete data privacy
- No external sharing: Meeting insights remain within Rocketlane’s ecosystem
- Rocketlane is SOC 2, SOC 3, PCI-DSS, and ISO 27001 Compliant, aligning with industry security standards