Summr — AI Meeting Note Taker
Designing a smarter way to capture, organize, and act on meeting insights.
Summr is an AI meeting assistant that helps financial advisors and business teams record meetings, generate summaries, track action items, and collaborate efficiently.
The Problem
Professionals managing multiple meetings struggle to capture structured notes while staying engaged in conversations. Important insights, follow-ups, and action items are often missed, and collaboration across teams becomes difficult.
Goal
Design a simple, intelligent, and scalable meeting workflow that helps users:
- Capture meeting insights automatically
- Reduce manual note-taking effort
- Improve collaboration across teams
- Convert conversations into actionable workflows
- Integrate seamlessly with CRM and meeting tools
Design Process
Discover
Stakeholder interviews & Understanding stakeholder Expectations, Competitive analysis.
Define
Business Goals, User persona, User flow, Identify Key features using the Moscow method
Ideate
Explore multiple design solutions, Collaborate with developers and stakeholders
Prototype/ Test
Interaction design, Prototyping, Usability testing
Design
High-fidelity UI design, Scalable design system, Developer handoff and iterate
Discover
Started with stakeholder discussions to understand business goals, advisor workflows, and operational challenges in wealth management environments, followed by competitive analysis to identify market trends, usability patterns, and opportunities for product improvement.
Key Activities
- Stakeholder interviews
- Competitive analysis
- Workflow understanding
- Identifying technical and business constraints
Competitor Analysis
- Jump AI
- Otter.ai
- Fireflies.ai
Key Insights
Most competitors focused heavily on transcription but lacked:
- Clear collaboration workflows
- Action-oriented meeting management
- Simplified enterprise UX
- Team visibility and task tracking
Define
Defined both business goals and user needs by aligning stakeholder expectations with real-world advisor workflows and meeting management challenges.
Business Goals
- Reduce manual meeting documentation effort
- Improve advisor productivity and meeting efficiency
- Increase adoption of AI-powered workflows
- Enable collaboration across teams and advisors
- Create a scalable SaaS solution with CRM and meeting tool integrations
User Persona
Key Features Identified
- AI meeting summaries
- Action item management
- CRM integrations
- Shared meetings and collaboration
- Meeting analytics and insights
- Agenda and meeting preparation workflows
Created:
- User flows
- Feature prioritization using MoSCoW method
- Information architecture
Ideate
Explored multiple layout and workflow directions to simplify complex meeting experiences inside a compact SaaS interface.
Focus Areas
- Faster meeting preparation
- Reduced navigation complexity
- Better visibility of tasks and meeting status
- Scalable workflows for advisors and teams
Created:
- Low-fidelity wireframes
- Interaction concepts
- Workflow explorations
- AI-assisted rapid iterations
Prototype & Test
Built interactive prototypes to validate usability and workflow efficiency before moving into high-fidelity design.
Feedback from testing helped refine:
- Navigation structure
- Information hierarchy
- Meeting states and notifications
- Team collaboration workflows
UI Design & Design System
Summr in Action
