> ## Documentation Index
> Fetch the complete documentation index at: https://docs.theubik.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Meetings

> Capture calls as operating memory: decisions, owners, evidence, and follow-through.

Most trade decisions get made in conversations that never reach ERP: supplier syncs, internal pricing reviews, customer escalations, logistics check-ins, and finance calls. Meetings turns those conversations into searchable operating memory with decisions, owners, follow-ups, and source context.

## What Meetings does

| Surface            | Operating use                                                                             |
| ------------------ | ----------------------------------------------------------------------------------------- |
| On-device recorder | Captures the call locally first. No cloud upload until you approve.                       |
| Auto notes         | Summary, decisions, owners, follow-ups, and unresolved evidence drafted as the call ends. |
| Trade memory link  | Decisions are attached to the account, supplier, lane, or shipment they touched.          |
| Searchable later   | Ask Ubik what was said, who agreed, what changed, and what still needs action.            |

## A typical meeting loop

<div className="ubik-steps">
  <div className="ubik-step"><span>01 · Capture</span> Record the call locally when it may affect price, timing, supplier reliability, customer expectation, or owner accountability.</div>
  <div className="ubik-step"><span>02 · Review</span> Check the drafted summary, decisions, owners, follow-ups, and sensitive context before attaching it.</div>
  <div className="ubik-step"><span>03 · Attach</span> Link the notes to the account, supplier, lane, shipment, or project the conversation changed.</div>
  <div className="ubik-step"><span>04 · Follow through</span> Ask later what was promised, who owns it, and whether the operating queue reflects the commitment.</div>
</div>

<div className="ubik-panel">
  <strong>Local-first by default.</strong> Recordings live on the operator's device unless you attach them to the workspace. Sensitive supplier pricing, margin context, and customer commitments stay under operator control.
</div>

## Useful prompts after a meeting

| Situation         | Ask Ubik                                                                                                                  |
| ----------------- | ------------------------------------------------------------------------------------------------------------------------- |
| Decision recovery | "What pricing, timing, or recovery commitment did the supplier make in the May 12 review, and what evidence supports it?" |
| Owner check       | "Who owns the FDA-hold follow-up from yesterday's call, and is it reflected in the task queue?"                           |
| Follow-up draft   | "Draft the recap email for the freight forwarder sync with commitments, open evidence, and owner names."                  |
| Account memory    | "Show every meeting where this buyer's floor price, substitution tolerance, or delivery-risk concern came up."            |

## Next pages

* [Ask Ubik](/workflows/ask-ubik)
* [Tasks](/workflows/tasks)
* [Daily operating queue](/workflows/daily-operating-queue)