FIBI PROJECT COPILOT

Your project copilot, in every meeting and between them

Fibi joins your internal project calls, answers questions out loud, flags risks, and keeps track of decisions, deadlines, and owners. Between meetings, she monitors project health and helps your team stay on track.

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Built for teams that turn plans into action

From planning to delivery, Fibi helps internal teams stay aligned on priorities, deadlines, risks, and commitments.

Project managers

Track milestones, owners, budgets, and risks without chasing updates across meetings.

Operations teams

Coordinate schedules, resources, handoffs, and dependencies before they cause delays.

Technical leads

Compare approaches, surface technical blockers, and keep delivery decisions connected to the plan.

Client delivery teams

Prepare for client meetings, track commitments made to clients, and flag anything that could affect delivery.

PRE-CALL PREP

Walk into every meeting knowing what needs attention

Fibi reviews your project history, progress, commitments, and open decisions so your team can focus on what matters next.

Meridian Rollout

Active delivery · 3 calls · Meridian Consulting Group

PREP FOR THIS CALL

Get Phase One back to its 19 Nov date

Go-live now looks like 21–29 Jan, a week after the 14 Jan you promised. Two blockers sit in front of Phase One.

WHAT WE NEED TO LEARN

Who at Meridian can grant Teams admin consent, and when Priya's security review will clear.

WHAT THEY EXPECT TO GET

A revised schedule showing both totals, with the signature condition as a line.

THE GAP TO CLOSE

Teams admin consent is not in the schedule, and Notion admin access is not provisioned yet.

THE GAME PLAN

Name who grants Teams admin consent
Confirm Notion admin access with Priya
Decide one wave or two for Austin and Denver
Agree the 5% discount with Sofia
Give the unowned to-dos an owner
Re-check the 14 Jan go-live

Generated by Fibi AI

PLANNING GAME PLAN

Walk in with a plan for the meeting

Fibi turns your agenda and project history into a focused plan with the questions, decisions and outcomes the meeting needs.

Goals for this meeting

What the team needs to leave with, based on where the project stands.

Questions to settle

Open questions pulled from earlier calls, notes and documents.

Gaps to close

Blockers and missing inputs to clear before work can move.

Meridian Rollout

Active delivery · 3 calls · Meridian Consulting Group

PREP FOR THIS CALL

Get Phase One back to its 19 Nov date

Go-live now looks like 21–29 Jan, a week after the 14 Jan you promised. Two blockers sit in front of Phase One.

WHAT WE NEED TO LEARN

Who at Meridian can grant Teams admin consent, and when Priya's security review will clear.

WHAT THEY EXPECT TO GET

A revised schedule showing both totals, with the signature condition as a line.

THE GAP TO CLOSE

Teams admin consent is not in the schedule, and Notion admin access is not provisioned yet.

THE GAME PLAN

Name who grants Teams admin consent
Confirm Notion admin access with Priya
Decide one wave or two for Austin and Denver
Agree the 5% discount with Sofia
Give the unowned to-dos an owner
Re-check the 14 Jan go-live

Generated by Fibi AI

PLANNING GAME PLAN

Walk in with a plan for the meeting

Fibi turns your agenda and project history into a focused plan with the questions, decisions and outcomes the meeting needs.

Goals for this meeting

What the team needs to leave with, based on where the project stands.

Questions to settle

Open questions pulled from earlier calls, notes and documents.

Gaps to close

Blockers and missing inputs to clear before work can move.

Meridian Rollout

Active delivery · 3 calls · Meridian Consulting Group

PREP FOR THIS CALL

Get Phase One back to its 19 Nov date

Go-live now looks like 21–29 Jan, a week after the 14 Jan you promised. Two blockers sit in front of Phase One.

WHAT WE NEED TO LEARN

Who at Meridian can grant Teams admin consent, and when Priya's security review will clear.

WHAT THEY EXPECT TO GET

A revised schedule showing both totals, with the signature condition as a line.

THE GAP TO CLOSE

Teams admin consent is not in the schedule, and Notion admin access is not provisioned yet.

THE GAME PLAN

Name who grants Teams admin consent
Confirm Notion admin access with Priya
Decide one wave or two for Austin and Denver
Agree the 5% discount with Sofia
Give the unowned to-dos an owner
Re-check the 14 Jan go-live

Generated by Fibi AI

PLANNING GAME PLAN

Walk in with a plan for the meeting

Fibi turns your agenda and project history into a focused plan with the questions, decisions and outcomes the meeting needs.

Goals for this meeting

What the team needs to leave with, based on where the project stands.

Questions to settle

Open questions pulled from earlier calls, notes and documents.

Gaps to close

Blockers and missing inputs to clear before work can move.

Meridian Rollout

Active delivery · At risk

NEXT-MEETING PRIORITIES

RAISE

Teams admin consent isn't in the schedule

Blocker for the Phase 1 start

Notion admin access not provisioned

Blocker, raised again 19 Oct

FOLLOW UP WITH

Priya: security review status

Should clear 7 Nov

Marcus: SOC 2 bridge letter

Dated March, needs under six months

DECIDE BEFORE THE CALL ENDS

Pricing: the 5% volume discount

Open 31 days. Needs Sofia Lindqvist.

Sequencing: one wave or two

Open 31 days. Needs Dana Whitfield.

Scope: the onboarding workshop

Open 31 days. Needs you.

Re-confirm go-live

Likely 21–29 Jan vs 14 Jan promised.

NEXT-MEETING PRIORITIES

Know what to raise before anyone asks

Know what to raise, who to follow up with and which decisions need to be made before the meeting ends.

Blockers first

Risks that stop work are listed before anything else.

Follow-ups by person

See who owes an update and how long it has been waiting.

Decisions due

Open decisions, how long they have waited and who has to decide.

Meridian Rollout

Active delivery · At risk

NEXT-MEETING PRIORITIES

RAISE

Teams admin consent isn't in the schedule

Blocker for the Phase 1 start

Notion admin access not provisioned

Blocker, raised again 19 Oct

FOLLOW UP WITH

Priya: security review status

Should clear 7 Nov

Marcus: SOC 2 bridge letter

Dated March, needs under six months

DECIDE BEFORE THE CALL ENDS

Pricing: the 5% volume discount

Open 31 days. Needs Sofia Lindqvist.

Sequencing: one wave or two

Open 31 days. Needs Dana Whitfield.

Scope: the onboarding workshop

Open 31 days. Needs you.

Re-confirm go-live

Likely 21–29 Jan vs 14 Jan promised.

NEXT-MEETING PRIORITIES

Know what to raise before anyone asks

Know what to raise, who to follow up with and which decisions need to be made before the meeting ends.

Blockers first

Risks that stop work are listed before anything else.

Follow-ups by person

See who owes an update and how long it has been waiting.

Decisions due

Open decisions, how long they have waited and who has to decide.

Meridian Rollout

Active delivery · At risk

NEXT-MEETING PRIORITIES

RAISE

Teams admin consent isn't in the schedule

Blocker for the Phase 1 start

Notion admin access not provisioned

Blocker, raised again 19 Oct

FOLLOW UP WITH

Priya: security review status

Should clear 7 Nov

Marcus: SOC 2 bridge letter

Dated March, needs under six months

DECIDE BEFORE THE CALL ENDS

Pricing: the 5% volume discount

Open 31 days. Needs Sofia Lindqvist.

Sequencing: one wave or two

Open 31 days. Needs Dana Whitfield.

Scope: the onboarding workshop

Open 31 days. Needs you.

Re-confirm go-live

Likely 21–29 Jan vs 14 Jan promised.

NEXT-MEETING PRIORITIES

Know what to raise before anyone asks

Know what to raise, who to follow up with and which decisions need to be made before the meeting ends.

Blockers first

Risks that stop work are listed before anything else.

Follow-ups by person

See who owes an update and how long it has been waiting.

Decisions due

Open decisions, how long they have waited and who has to decide.

Meridian Rollout

Ownership · 8 open to-dos · 4 owed by the client

updated today

1 no owner

OPEN BY PERSON

Asif · 3 open

Elena · 1 open

Priya · 1 open

NEEDS AN OWNER

Share the rollout plan for the first pilot location. Nobody was named, so nobody gets reminders.

COULD HOLD UP THE PROJECT

Priya's security review has to clear before Phase One.

7 Nov

Priya is still provisioning Notion admin access.

Blocker

OPEN COMMITMENTS

Asif: two customer references

26 days late

Marcus: refreshed SOC 2 bridge letter

21 days late

OWNERSHIP

See who's carrying what

Spot overloaded teammates, overdue work and unfinished tasks that could hold up the project.

Open work by person

Every to-do grouped by who owns it.

No owner, no reminders

To-dos nobody was named for, ready to assign.

What could hold things up

Dependencies that block the next milestone.

Meridian Rollout

Ownership · 8 open to-dos · 4 owed by the client

updated today

1 no owner

OPEN BY PERSON

Asif · 3 open

Elena · 1 open

Priya · 1 open

NEEDS AN OWNER

Share the rollout plan for the first pilot location. Nobody was named, so nobody gets reminders.

COULD HOLD UP THE PROJECT

Priya's security review has to clear before Phase One.

7 Nov

Priya is still provisioning Notion admin access.

Blocker

OPEN COMMITMENTS

Asif: two customer references

26 days late

Marcus: refreshed SOC 2 bridge letter

21 days late

OWNERSHIP

See who's carrying what

Spot overloaded teammates, overdue work and unfinished tasks that could hold up the project.

Open work by person

Every to-do grouped by who owns it.

No owner, no reminders

To-dos nobody was named for, ready to assign.

What could hold things up

Dependencies that block the next milestone.

Meridian Rollout

Ownership · 8 open to-dos · 4 owed by the client

updated today

1 no owner

OPEN BY PERSON

Asif · 3 open

Elena · 1 open

Priya · 1 open

NEEDS AN OWNER

Share the rollout plan for the first pilot location. Nobody was named, so nobody gets reminders.

COULD HOLD UP THE PROJECT

Priya's security review has to clear before Phase One.

7 Nov

Priya is still provisioning Notion admin access.

Blocker

OPEN COMMITMENTS

Asif: two customer references

26 days late

Marcus: refreshed SOC 2 bridge letter

21 days late

OWNERSHIP

See who's carrying what

Spot overloaded teammates, overdue work and unfinished tasks that could hold up the project.

Open work by person

Every to-do grouped by who owns it.

No owner, no reminders

To-dos nobody was named for, ready to assign.

What could hold things up

Dependencies that block the next milestone.

Meridian Rollout

Client: Meridian Consulting Group · 4 things differ

updated today

4 differ

WHAT THE CLIENT HAS DIFFERENTLY

Go-live date

Phase 1 start

Drive owner

STILL OPEN ON THEIR SIDE

A second person for the Denver fortnight if there are two waves.

MILESTONES AFFECTED

Go-live: they have ten weeks after Phase 1, without the security review condition.

Differs

Phase 1 start: they have “in three weeks”, not after Notion and Teams consent.

Differs

CLIENT COMMITMENTS

Priya: confirm the Google Drive owner

Still open

Dana: second person for Denver

Still open

Meridian Rollout

Client: Meridian Consulting Group · 4 things differ

updated today

4 differ

WHAT THE CLIENT HAS DIFFERENTLY

Go-live date

Phase 1 start

Drive owner

STILL OPEN ON THEIR SIDE

A second person for the Denver fortnight if there are two waves.

MILESTONES AFFECTED

Go-live: they have ten weeks after Phase 1, without the security review condition.

Differs

Phase 1 start: they have “in three weeks”, not after Notion and Teams consent.

Differs

CLIENT COMMITMENTS

Priya: confirm the Google Drive owner

Still open

Dana: second person for Denver

Still open

CLIENT ALIGNMENT

Know what the client still owes

See what the client still owes, where their version differs from yours and which milestones are held up.

CLIENT ALIGNMENT

Know what the client still owes

See what the client still owes, where their version differs from yours and which milestones are held up.

CLIENT ALIGNMENT

Know what the client still owes

See what the client still owes, where their version differs from yours and which milestones are held up.

What they have differently

Dates, figures and scope that differ from your working plan.

What they have differently

Dates, figures and scope that differ from your working plan.

Still open on their side

Requests the client hasn't answered yet.

Still open on their side

Requests the client hasn't answered yet.

Milestones affected

Which dates move if the client's answers slip.

Milestones affected

Which dates move if the client's answers slip.

Your project copilot, right in the meeting

Fibi joins your internal Zoom, Google Meet, or Microsoft Teams call. Say "Hey Fibi" to get answers out loud, compare options, or check the plan. When she spots something important, she raises her hand.

Zoom

View

Alex

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Personal Assistant

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

Listening

Fibi Planning

Pick up client reviews where you left off

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Kristine

Alex

Hey Fibi, check the constraint log, inspection status, and open RFIs. Are we ready?

Hey Fibi, check the latest ceiling plan, electrical drawings, and AV requirements. Are there any unresolved conflicts?

Hey Fibi, compare projected demand with its storage and throughput capacity.

Hey Fibi, compare the trade-area overlap with the site’s financial projection.

Hey Fibi, compare the refined backlog with team capacity and unfinished work.

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Personal Assistant

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

Listening

Fibi Planning

Pick up client reviews where you left off

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Not yet. The overhead inspection and one duct-penetration RFI remain open. Ceiling-grid work can move forward without affecting the milestone.

Constraint log · RFI tracker · Phase plan

Speaking

Two speaker locations conflict with the ceiling plan, and rack power is not confirmed. Resolve those items before releasing the AV drawings.

Sources: AV program report · Ceiling plan v6

Speaking

The plan exceeds available throughput and puts additional pressure on pick locations. Moving overflow to the Central facility is the lowest-risk option.

Sources: Demand forecast · Capacity workbook

Speaking

The locations share customers, but projected new revenue remains greater than the expected sales transfer. Northgate still creates a positive portfolio gain.

Sources: Trade-area analysis · Cannibalization model

Speaking

The core checkout flow fits alongside the unfinished billing work. Analytics and saved-cart are not fully refined, so move them to the following sprint.

Sources: Product backlog · Capacity plan

Alex

Hey Fibi, check the constraint log, inspection status, and open RFIs. Are we ready?

Hey Fibi, check the latest ceiling plan, electrical drawings, and AV requirements. Are there any unresolved conflicts?

Hey Fibi, compare projected demand with its storage and throughput capacity.

Hey Fibi, compare the trade-area overlap with the site’s financial projection.

Hey Fibi, compare the refined backlog with team capacity and unfinished work.

Fibi Advisor

Joined as AI meeting assistant

Listening

Fibi Personal Assistant

Joined as AI meeting assistant

Listening

Fibi Discovery

Joined as AI meeting assistant

Listening

Fibi Sales

Joined as AI meeting assistant

Listening

Fibi Planning

Pick up client reviews where you left off

Listening

Fibi Onboarding

Joined as AI meeting assistant

Listening

Fibi Research

Joined as AI meeting assistant

Listening

Speaking

Not yet. The overhead inspection and one duct-penetration RFI remain open. Ceiling-grid work can move forward without affecting the milestone.

Constraint log · RFI tracker · Phase plan

Speaking

Two speaker locations conflict with the ceiling plan, and rack power is not confirmed. Resolve those items before releasing the AV drawings.

Sources: AV program report · Ceiling plan v6

Speaking

The plan exceeds available throughput and puts additional pressure on pick locations. Moving overflow to the Central facility is the lowest-risk option.

Sources: Demand forecast · Capacity workbook

Speaking

The locations share customers, but projected new revenue remains greater than the expected sales transfer. Northgate still creates a positive portfolio gain.

Sources: Trade-area analysis · Cannibalization model

Speaking

The core checkout flow fits alongside the unfinished billing work. Analytics and saved-cart are not fully refined, so move them to the following sprint.

Sources: Product backlog · Capacity plan

Fibi speaks when asked and raises her hand when something needs attention. Teams can turn proactive warnings off.

Make better decisions while the team is together

Answer project questions

Ask about deadlines, requirements, budgets, or past decisions. Fibi answers out loud and shows the source.

Compare options and trade-offs

Compare timelines, approaches, resources, and priorities so the team can make informed decisions.

Spot risks and dependencies

Fibi identifies blockers, missing inputs, and conflicting dates that could put delivery at risk.

Recall past decisions

Bring back what was agreed, why it was decided, and what remains unresolved.

Explore what-if scenarios

Ask how a delay could affect the finish date or budget, using the project's current information.

Keep the meeting on track

Check what's covered, what's still open, and which decisions need to be made before the call ends.

AFTER THE CALL

Every decision captured. Every project update accounted for

Fibi turns your meeting into clear next steps, tracks what changed, and flags anything that still needs attention.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

Details

Actions

QUICK RECAP

Phase One needs three weeks from Notion access if Austin and Denver onboard together. Teams admin consent isn't in the schedule, so go-live likely moves to 21–29 Jan.

KEY FACTS MENTIONED

Phase One complete

19 Nov

Go-live

14 Jan · likely 21–29 Jan

Budget used

$14,400 of $37,140

Owner

Asif Kilwani

SUMMARY

Discussion topics
Phase One timing, Notion access, Teams admin consent, the 41st seat and the enablement workshop.

Decisions made

Add the 41st seat at the first success review
Keep Teams as the main channel
Bring the workshop back as an optional line
Name the Teams admin before Phase 1 starts

Key points
Scope is agreed, but Notion access and Teams consent must land before Phase One can start.

Generated by Fibi AI

MEETING RECAP

Meeting summary and action plan

Get a structured summary of what was agreed, who's responsible and when the work is due.

Key facts

Dates, budget and owners pulled out of the conversation.

Decisions made

What the team agreed, in plain language.

Next steps with owners

Every action has a name and a due date.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

Details

Actions

QUICK RECAP

Phase One needs three weeks from Notion access if Austin and Denver onboard together. Teams admin consent isn't in the schedule, so go-live likely moves to 21–29 Jan.

KEY FACTS MENTIONED

Phase One complete

19 Nov

Go-live

14 Jan · likely 21–29 Jan

Budget used

$14,400 of $37,140

Owner

Asif Kilwani

SUMMARY

Discussion topics
Phase One timing, Notion access, Teams admin consent, the 41st seat and the enablement workshop.

Decisions made

Add the 41st seat at the first success review
Keep Teams as the main channel
Bring the workshop back as an optional line
Name the Teams admin before Phase 1 starts

Key points
Scope is agreed, but Notion access and Teams consent must land before Phase One can start.

Generated by Fibi AI

MEETING RECAP

Meeting summary and action plan

Get a structured summary of what was agreed, who's responsible and when the work is due.

Key facts

Dates, budget and owners pulled out of the conversation.

Decisions made

What the team agreed, in plain language.

Next steps with owners

Every action has a name and a due date.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

Details

Actions

QUICK RECAP

Phase One needs three weeks from Notion access if Austin and Denver onboard together. Teams admin consent isn't in the schedule, so go-live likely moves to 21–29 Jan.

KEY FACTS MENTIONED

Phase One complete

19 Nov

Go-live

14 Jan · likely 21–29 Jan

Budget used

$14,400 of $37,140

Owner

Asif Kilwani

SUMMARY

Discussion topics
Phase One timing, Notion access, Teams admin consent, the 41st seat and the enablement workshop.

Decisions made

Add the 41st seat at the first success review
Keep Teams as the main channel
Bring the workshop back as an optional line
Name the Teams admin before Phase 1 starts

Key points
Scope is agreed, but Notion access and Teams consent must land before Phase One can start.

Generated by Fibi AI

MEETING RECAP

Meeting summary and action plan

Get a structured summary of what was agreed, who's responsible and when the work is due.

Key facts

Dates, budget and owners pulled out of the conversation.

Decisions made

What the team agreed, in plain language.

Next steps with owners

Every action has a name and a due date.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

PROJECT CHANGES

dates moved

Phase One moved a week and go-live followed. Priya's review now clears after the date the client heard.

WHAT CHANGED AND WHY

Phase One complete

12 Nov → 19 Nov

Austin and Denver wave. Waits on Notion access and Teams consent. Owner: Asif.

Go-live

7 Jan → 14 Jan

Follows Phase One. Likely 21–29 Jan unless Denver runs as its own wave.

Priya's security review

5 Nov → 7 Nov

The client heard 5 Nov. Now after that date. Owner: Asif.

Planned end

+7 days

14 Jan 2027, seven days later than first planned.

PLAN CHANGES

What changed in the plan

See which milestones moved, the old and new dates, why they moved and what depends on them.

Old and new dates

Every moved milestone shows where it was and where it is now.

The reason it moved

Why each date changed, from what was said.

What depends on it

Later milestones that move with it.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

PROJECT CHANGES

dates moved

Phase One moved a week and go-live followed. Priya's review now clears after the date the client heard.

WHAT CHANGED AND WHY

Phase One complete

12 Nov → 19 Nov

Austin and Denver wave. Waits on Notion access and Teams consent. Owner: Asif.

Go-live

7 Jan → 14 Jan

Follows Phase One. Likely 21–29 Jan unless Denver runs as its own wave.

Priya's security review

5 Nov → 7 Nov

The client heard 5 Nov. Now after that date. Owner: Asif.

Planned end

+7 days

14 Jan 2027, seven days later than first planned.

PLAN CHANGES

What changed in the plan

See which milestones moved, the old and new dates, why they moved and what depends on them.

Old and new dates

Every moved milestone shows where it was and where it is now.

The reason it moved

Why each date changed, from what was said.

What depends on it

Later milestones that move with it.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

PROJECT CHANGES

dates moved

Phase One moved a week and go-live followed. Priya's review now clears after the date the client heard.

WHAT CHANGED AND WHY

Phase One complete

12 Nov → 19 Nov

Austin and Denver wave. Waits on Notion access and Teams consent. Owner: Asif.

Go-live

7 Jan → 14 Jan

Follows Phase One. Likely 21–29 Jan unless Denver runs as its own wave.

Priya's security review

5 Nov → 7 Nov

The client heard 5 Nov. Now after that date. Owner: Asif.

Planned end

+7 days

14 Jan 2027, seven days later than first planned.

PLAN CHANGES

What changed in the plan

See which milestones moved, the old and new dates, why they moved and what depends on them.

Old and new dates

Every moved milestone shows where it was and where it is now.

The reason it moved

Why each date changed, from what was said.

What depends on it

Later milestones that move with it.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

DECISIONS SNAPSHOT

Three decisions still open, the oldest for 31 days. Each keeps who has to decide and why.

3 open

1 disagreement

31 days oldest

DECISIONS AND REASONS

4 logged

Pricing: 5% volume discount ($1,100)

On implementation hours, against the $37,140 total. Needs Sofia Lindqvist.

Sequencing: one wave or two

One wave needs three weeks for Phase 1. Two waves needs a second person for Denver.

Scope: the onboarding workshop

$1,200 per half day as an optional line. Elena wants it back; Tom disagreed. Both views kept.

Made: add the 41st seat at $340

Why: added at the first success review, not by re-papering the proposal.

DECISIONS

Decisions with the full context

Every decision keeps its reasons, the options considered and any disagreement, so the team doesn't reopen it later.

The reasons behind it

Why the team chose this, in the words used on the call.

Disagreements kept

Concerns stay on record next to the decision.

Who still has to decide

Open decisions show who needs to answer and how long they've waited.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

DECISIONS SNAPSHOT

Three decisions still open, the oldest for 31 days. Each keeps who has to decide and why.

3 open

1 disagreement

31 days oldest

DECISIONS AND REASONS

4 logged

Pricing: 5% volume discount ($1,100)

On implementation hours, against the $37,140 total. Needs Sofia Lindqvist.

Sequencing: one wave or two

One wave needs three weeks for Phase 1. Two waves needs a second person for Denver.

Scope: the onboarding workshop

$1,200 per half day as an optional line. Elena wants it back; Tom disagreed. Both views kept.

Made: add the 41st seat at $340

Why: added at the first success review, not by re-papering the proposal.

DECISIONS

Decisions with the full context

Every decision keeps its reasons, the options considered and any disagreement, so the team doesn't reopen it later.

The reasons behind it

Why the team chose this, in the words used on the call.

Disagreements kept

Concerns stay on record next to the decision.

Who still has to decide

Open decisions show who needs to answer and how long they've waited.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

DECISIONS SNAPSHOT

Three decisions still open, the oldest for 31 days. Each keeps who has to decide and why.

3 open

1 disagreement

31 days oldest

DECISIONS AND REASONS

4 logged

Pricing: 5% volume discount ($1,100)

On implementation hours, against the $37,140 total. Needs Sofia Lindqvist.

Sequencing: one wave or two

One wave needs three weeks for Phase 1. Two waves needs a second person for Denver.

Scope: the onboarding workshop

$1,200 per half day as an optional line. Elena wants it back; Tom disagreed. Both views kept.

Made: add the 41st seat at $340

Why: added at the first success review, not by re-papering the proposal.

DECISIONS

Decisions with the full context

Every decision keeps its reasons, the options considered and any disagreement, so the team doesn't reopen it later.

The reasons behind it

Why the team chose this, in the words used on the call.

Disagreements kept

Concerns stay on record next to the decision.

Who still has to decide

Open decisions show who needs to answer and how long they've waited.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

FOR YOUR NEXT CLIENT CONVERSATION

4 questions the team couldn't answer internally, ready for your next email or client call.

4 questions

2 urgent

Not sent yet

QUESTIONS TO TAKE TO THE CLIENT

4 drafted

Who owns Google Drive at Meridian?

Phase 2 slides if the walkthrough can't be booked.

Reviews six-monthly or quarterly?

January said six monthly; the review said three quarterly.

Who grants Teams admin consent?

Ten minutes for the right admin, two weeks if nobody knows.

Do Elena's dates fit the half-days?

Enablement half-days must fall inside her window.

FOR THE CLIENT

Questions to take to the client

Fibi collects the questions your team can't answer internally, ready for your next email or client conversation.

Drafted for you

Clear questions to send or bring to the next client call.

Why each one matters

Each question shows what it is blocking.

You decide when to ask

Nothing goes to the client without you.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

FOR YOUR NEXT CLIENT CONVERSATION

4 questions the team couldn't answer internally, ready for your next email or client call.

4 questions

2 urgent

Not sent yet

QUESTIONS TO TAKE TO THE CLIENT

4 drafted

Who owns Google Drive at Meridian?

Phase 2 slides if the walkthrough can't be booked.

Reviews six-monthly or quarterly?

January said six monthly; the review said three quarterly.

Who grants Teams admin consent?

Ten minutes for the right admin, two weeks if nobody knows.

Do Elena's dates fit the half-days?

Enablement half-days must fall inside her window.

FOR THE CLIENT

Questions to take to the client

Fibi collects the questions your team can't answer internally, ready for your next email or client conversation.

Drafted for you

Clear questions to send or bring to the next client call.

Why each one matters

Each question shows what it is blocking.

You decide when to ask

Nothing goes to the client without you.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

FOR YOUR NEXT CLIENT CONVERSATION

4 questions the team couldn't answer internally, ready for your next email or client call.

4 questions

2 urgent

Not sent yet

QUESTIONS TO TAKE TO THE CLIENT

4 drafted

Who owns Google Drive at Meridian?

Phase 2 slides if the walkthrough can't be booked.

Reviews six-monthly or quarterly?

January said six monthly; the review said three quarterly.

Who grants Teams admin consent?

Ten minutes for the right admin, two weeks if nobody knows.

Do Elena's dates fit the half-days?

Enablement half-days must fall inside her window.

FOR THE CLIENT

Questions to take to the client

Fibi collects the questions your team can't answer internally, ready for your next email or client conversation.

Drafted for you

Clear questions to send or bring to the next client call.

Why each one matters

Each question shows what it is blocking.

You decide when to ask

Nothing goes to the client without you.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

GAPS FLAGGED

4 gaps found across the last three project meetings.

1 conflict

2 missing

1 unresolved

GAP ALERTS

4 found

Conflicting client figures

The client has six-monthly reviews from January and quarterly ones from the review.

No owner for Google Drive

The connection owner at Meridian is still unnamed.

Approver missing

Sofia Lindqvist must approve the discount but isn't on these calls.

Decision still open

Pricing, sequencing and scope have been open for 31 days.

GAP CHECK

Catch gaps before they become problems

Fibi flags conflicting client figures, missing owners and approvers, and decisions left open across meetings.

Conflicting client figures

Different numbers heard across meetings, side by side.

Missing owners and approvers

Work and sign-offs nobody has been named for.

Decisions left open

Questions raised in several meetings and still unresolved.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

GAPS FLAGGED

4 gaps found across the last three project meetings.

1 conflict

2 missing

1 unresolved

GAP ALERTS

4 found

Conflicting client figures

The client has six-monthly reviews from January and quarterly ones from the review.

No owner for Google Drive

The connection owner at Meridian is still unnamed.

Approver missing

Sofia Lindqvist must approve the discount but isn't on these calls.

Decision still open

Pricing, sequencing and scope have been open for 31 days.

GAP CHECK

Catch gaps before they become problems

Fibi flags conflicting client figures, missing owners and approvers, and decisions left open across meetings.

Conflicting client figures

Different numbers heard across meetings, side by side.

Missing owners and approvers

Work and sign-offs nobody has been named for.

Decisions left open

Questions raised in several meetings and still unresolved.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

GAPS FLAGGED

4 gaps found across the last three project meetings.

1 conflict

2 missing

1 unresolved

GAP ALERTS

4 found

Conflicting client figures

The client has six-monthly reviews from January and quarterly ones from the review.

No owner for Google Drive

The connection owner at Meridian is still unnamed.

Approver missing

Sofia Lindqvist must approve the discount but isn't on these calls.

Decision still open

Pricing, sequencing and scope have been open for 31 days.

GAP CHECK

Catch gaps before they become problems

Fibi flags conflicting client figures, missing owners and approvers, and decisions left open across meetings.

Conflicting client figures

Different numbers heard across meetings, side by side.

Missing owners and approvers

Work and sign-offs nobody has been named for.

Decisions left open

Questions raised in several meetings and still unresolved.

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

SUGGESTED UPDATES

to review

Fibi found 4 updates in this call. Nothing changes in the project record until a team member confirms it.

REVIEW BEFORE SAVING

Milestone · Phase One complete

12 Nov → 19 Nov

Heard on Meridian Rollout - Delivery Planning · 2 Oct

✓ Confirm

Edit

New risk · SOC 2 bridge letter

Add risk

The letter is dated March; the questionnaire wants one under six months old.

✓ Confirm

Edit

Cost · 41st seat

+$340

Added at the first review. Not counted until confirmed.

✓ Confirm

Edit

Budget · Enablement workshop

+$1,200

Back in as an optional line. Not counted until confirmed.

✓ Confirm

Edit

Meridian Rollout - Delivery Planning

Completed

Google Meet

Oct 2, 2026 · 10:00 AM

30 mins

4 participants

SUGGESTED UPDATES

to review

Fibi found 4 updates in this call. Nothing changes in the project record until a team member confirms it.

REVIEW BEFORE SAVING

Milestone · Phase One complete

12 Nov → 19 Nov

Heard on Meridian Rollout - Delivery Planning · 2 Oct

✓ Confirm

Edit

New risk · SOC 2 bridge letter

Add risk

The letter is dated March; the questionnaire wants one under six months old.

✓ Confirm

Edit

Cost · 41st seat

+$340

Added at the first review. Not counted until confirmed.

✓ Confirm

Edit

Budget · Enablement workshop

+$1,200

Back in as an optional line. Not counted until confirmed.

✓ Confirm

Edit

PROJECT RECORD

A project record that stays current

Fibi suggests updates from every call. Team members confirm or correct them before the project record changes.

PROJECT RECORD

A project record that stays current

Fibi suggests updates from every call. Team members confirm or correct them before the project record changes.

PROJECT RECORD

A project record that stays current

Fibi suggests updates from every call. Team members confirm or correct them before the project record changes.

Suggested, not applied

Fibi proposes changes from each call. Nothing changes on its own.

Suggested, not applied

Fibi proposes changes from each call. Nothing changes on its own.

Confirm or correct

Team members approve, edit or reject each update.

Confirm or correct

Team members approve, edit or reject each update.

Traced to the source

Every suggestion shows the call it came from.

Traced to the source

Every suggestion shows the call it came from.

CONNECTED SOURCES

Answers grounded in your sources

Connect the tools and documents your team already uses. Fibi finds relevant context during the meeting and cites the sources behind every answer.

Connect your knowledge

Connected services

Connect Google Drive, Microsoft OneDrive, or Notion. Select the files, folders, and pages you want Fibi to index.

Upload documents

Use PDFs, documents, spreadsheets, and text files as trusted sources.

CONNECTED SOURCES

Answers grounded in your sources

Connect the tools and documents your team already uses. Fibi finds relevant context during the meeting and cites the sources behind every answer.

Connect your knowledge

Connected services

Connect Google Drive, Microsoft OneDrive, or Notion. Select the files, folders, and pages you want Fibi to index.

Upload documents

Use PDFs, documents, spreadsheets, and text files as trusted sources.

Keep Fibi in the loop between meetings

Give Fibi the updates that happen in your inbox.

Re: Website relaunch timeline

Inbox

Priya Shah

· Acme

to me, cc

Fibi

Hi both, can we move the launch to 14 March? We’d also like two extra seats, if the budget allows. Happy to discuss on Thursday.

Filed under Acme · Website relaunch

Fact

Launch moves to 14 March

Concern

Budget for two extra seats

To-do

Send a revised quote

Due Fri

Fibi

Subject

Meridian update

Handover moves to 15 November.

Send

Fibi

replied

Got it. I’ve updated the Meridian project: handover is now 15 November.

Project updated · Handover 15 Nov

Client correspondence becomes useful context

Fibi captures relevant facts, concerns and to-dos from email, keeping customer and project information current as conversations continue.

CC Fibi on selected threads

Add Fibi to the client conversations you want it to follow, without connecting your whole inbox.

Email project updates directly

Send “We’ve spent €40k so far” or “Handover moves to 15 November.” Fibi updates the project or asks you to confirm.

Files emails where they belong

Fibi links correspondence to the right customer, contact and project. If it isn’t sure where an email belongs, it asks you.

MEETING INVITATIONS

Your meeting. Fibi’s seat.

Bring Fibi into a scheduled call in the way that suits you.

Weekly team sync

Mon 3 Nov · 09:30

Project kickoff · Meridian

Wed 5 Nov · 14:00

Quarterly review · Acme

Thursday, 12 November · 10:00 to 10:45

Join with Google Meet

4 guests

3 yes, 1 awaiting

You

Organizer

Priya Shah

Tom Reed

fibi@heyfibi.com

Agenda: Q3 results, renewal options, next steps

Fibi Advisor joins automatically

Brings Q3 report.pdf, Pricing.pdf

Project: Acme renewal

Set up Fibi before the conversation starts

Choose an agent, link the meeting to a project or study, and select the documents it should bring.

Connect your calendar

Connect Google Calendar or Outlook Calendar and choose which meetings Fibi joins automatically. Fibi follows schedule changes.

Schedule in the Fibi app

Manually schedule a call in Fibi and add the meeting link, ready for Fibi to join at the selected time.

Invite Fibi by email

Add Fibi email to your Google or Outlook meeting invite. No calendar connection needed.

FIBI PROJECT COPILOT

Let Fibi keep every planning call aligned

Stay focused on the discussion while Fibi recalls past decisions, surfaces risks and dependencies, and turns each planning call into a clear, updated path forward.

Start your free trial

Auto joins your calls

No credit card required

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Kiyara J.

Project Manager

Lars E.

Product Designer

Sofia M.

Marketing Manager

James W.

Sales Director

Daniel O.

Financial Advisor

Aisha R.

Product Manager

David B.

UX Researcher

Hannah K.

HR Manager

Liam O.

Business Development Manager

Naomi C.

Content Strategist

Ronald J.

Customer Success Manager

Grace A.

Educational Consultant

Patrick M.

AV Engineer

Trusted by industry professionals

Bring the right knowledge into every meeting and answer important questions without promising another follow-up.

★
★
★
★
★
When the buyer challenged our pricing, Fibi pulled the approved options and supporting case study into the call. We answered immediately and kept the deal moving.
Account Manager, SaaS Company
★
★
★
★
★
A client questioned our recommendation, so we asked Fibi to compare the options against the engagement documents. It surfaced the trade-offs clearly, with sources, while everyone was still in the room.
Senior Consultant, Management Consulting
★
★
★
★
★
During employee training, Fibi answered process questions from our SOPs and policy documents. Our trainer stayed focused, and every new hire received the same approved guidance.
Learning and Development Manager, Manufacturing

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Your conversations. Your knowledge. Protected.

Fibi keeps your meeting content and documents private, protects your workspace data, and puts you in control of what you share.

Explore privacy policy

Data Processing Agreement

Private by default

Your meeting content and documents stay private unless you choose to share them.

Encrypted and protected

Your data is encrypted in transit and at rest, with access restricted to your workspace.

Relevant context only

Fibi uses the documents available to each meeting to help answer questions during the call.

No AI model training

We don’t use your meeting content or documents to train AI models.

Built on services from SOC 2 Type II audited providers.

Your conversations. Your knowledge. Protected.

Fibi keeps your meeting content and documents private, protects your workspace data, and puts you in control of what you share.

Explore privacy policy

Data Processing Agreement

Private by default

Your meeting content and documents stay private unless you choose to share them.

Encrypted and protected

Your data is encrypted in transit and at rest, with access restricted to your workspace.

Relevant context only

Fibi uses the documents available to each meeting to help answer questions during the call.

No AI model training

We don’t use your meeting content or documents to train AI models.

Built on services from SOC 2 Type II audited providers.

Your conversations. Your knowledge. Protected.

Fibi keeps your meeting content and documents private, protects your workspace data, and puts you in control of what you share.

Explore privacy policy

Data Processing Agreement

Private by default

Your meeting content and documents stay private unless you choose to share them.

Encrypted and protected

Your data is encrypted in transit and at rest, with access restricted to your workspace.

Relevant context only

Fibi uses the documents available to each meeting to help answer questions during the call.

No AI model training

We don’t use your meeting content or documents to train AI models.

Built on services from SOC 2 Type II audited providers.