@joshdgavin Done this for a client an in the beginning you will have to make sure that the extraction is how you want it. In the beginning it is hard to detail everything that you want but once the system starts to find everything that you look for in each call then you’ll be solid.
I'm building a daily org intelligence agent that pulls every meeting I had, categorizes them, and synthesizes action items by 6pm. Here's the architecture.
Will update this journey for people doing prep for the Claude Architect exam. I found that the best way I like to learn is by doing. More to come here.