featured PROJECT: 2025

AI Meeting Scribe: Private Internal AI for Knowledge SUmmarization & Q&A

From discovery to deployment: an AI solution that solved a real problem, sold itself, and changed how a library collaborates.

Summary

AI Meeting Scribe is an internal AI tool I built for Boulder Public Library District to solve a growing operational pain point: meeting notes were scattered, unstructured, and hard to retrieve. Staff needed a secure way to summarize and query meeting content without exposing data to external AI platforms.

I handled everything from discovery with leadership to solution designproof-of-conceptdemoobjection handling, and launch.
The result: a lightweight, private AI assistant that turns transcripts into actionable insights.

Problem / Opportunity

The organization held dozens of meetings each month, but:

  • Notes were trapped in shared drives or personal notebooks.
  • Nobody had time to read full transcripts.
  • Searching for “what David said about outreach last week” was nearly impossible.
  • Privacy concerns prevented the use of external tools like Otter.ai or ChatGPT.

Leadership wanted an internalsecureAI-powered way to make meeting knowledge more useful.

meeting in progress quiet please signage

Solution / What I Built

AI Meeting Scribe was built as a private, in-house AI assistant that:

  • 📄 Summarizes meeting transcripts into structured key takeaways, action items, and speaker-specific notes.
  • 💬 Allows users to query meeting content conversationally, e.g. “What did Aimee say about the IT onboarding plan?”
  • 🧰 Keeps all data secure and internal, ensuring nothing leaves the organization’s environment.
  • 🧠 Provides clean, readable summaries that save staff hours of time and reduce missed follow-ups.

Process & Story

  1. Discovery: I sat down with the Director (David) and leadership team to understand their vision for AI adoption. I didn’t pitch—I listened. Took notes. Uncovered pain points and privacy concerns.
  2. Research: At a libraries & AI conference, I gathered examples of real-world use cases and privacy-safe architectures.
  3. Solution Design: I built a working prototype of AI Meeting Scribe using secure integration methods and prompt engineering optimized for meeting content.
  4. Demo: Instead of explaining it technically, I ran a live demo—uploaded a transcript and showed the clean, structured summary appear in seconds. Then I asked the AI: “What did David say about budget?” and let it answer.
  5. Objection Handling: Addressed privacy concerns by explaining how no data was shared externally. Reassured users with transparent documentation and step-by-step onboarding guides.
  6. Rollout: Created simple documentation and tailored presentation decks to non-technical staff. The launch was smooth, with immediate adoption from multiple departments.
person catching light bulb

Impact / Results

  • 200+ staff members adopted the tool across multiple departments.
  • Reduced time spent reviewing meeting notes by over 60%.
  • Turned hours of manual note parsing into seconds of insight retrieval.
  • Unlocked previously “hidden” knowledge, improving collaboration and follow-up execution.
  • Strengthened trust in internal AI initiatives by solving a real pain point securely.

Sales Engineer Takeaway

This was pure Sales Engineering in action:

  • Conducting consultative discovery to understand business problems.
  • Translating complex tech into clear business outcomes.
  • Creating a proof-of-concept aligned with real user needs.
  • Delivering live demos that close the gap between “idea” and “yes.”
  • Handling objections around security and compliance.
  • Driving adoption through clean documentation and onboarding.

Tools / Tech Used

  • Azure AI / Internal Chatbot Framework
  • Secure Transcription Processing
  • Prompt Engineering for summarization and Q&A
  • Internal documentation and onboarding playbooks
  • PowerPoint Launch Deck for live demos

This project showed me exactly how powerful well-positioned AI solutions can be when combined with sales engineering skills.
 Let's talk if you’d like to hear how this same approach can drive adoption and ROI at your org.