Site meeting minutes without the evening write-up

The site meeting ends, everyone agrees on who does what, and then someone has to write it up. Usually that is the project architect, in the evening, from scribbled notes. By then half the detail is gone.

Here is a simpler way, with Jeeve.

1. Talk it through on the way out

Back at your laptop, or before you leave the site office, hold Fn and say what happened:

"Write up this morning's site meeting at the Pantin school. The electrician starts Monday. The window supplier is two weeks late. The client wants the colour samples by Friday."

That one sentence becomes a to-do for Léon, the agent who tracks each project's phase, permits and site meetings.

2. Léon drafts the minutes

Léon turns your notes into site minutes in your usual format: attendees, decisions, actions, deadlines. He files them with the project and lists the actions with who owns each one and when.

If something is missing, a name, a date, a decision nobody made, he flags it instead of guessing.

3. You review and send

The minutes land in your approval view. You read them, fix what needs fixing and send them to the contractors and the client. Léon never sends anything for you.

4. The follow-up happens on its own

Every Monday, Reggie prepares the partners' weekly review: permit deadlines, late projects, open snags and unpaid fee notes, with the decisions to make. The actions from your site minutes are in it, so a late window supplier does not wait a month to come up again.

What you need

• The Jeeve app on your Mac or Windows computer, and a few seconds after each meeting.
• Your minutes template, if you have one, so the drafts look like the ones you already send.

See everything Jeeve does for architecture firms.