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Sally

AI assistant that accelerates pre-sales and Product Development Workshop phases by transforming client meeting transcripts into actionable project plans.

NLPAI Assistant.NETVector DatabaseProject Planning AutomationDocument GenerationSeptember 2024

Problem

The pre-sales and Product Development Workshop (PDW) phases require weeks of manual effort to transform client meeting transcripts into actionable project plans, solution ideas, and detailed documentation.

Approach

Developed an AI assistant using NLP, .NET, and Vector Database technology that automatically processes client meeting transcripts, generates multiple solution ideas, supports sales and technical lead approvals, and produces detailed documentation including feature breakdowns, estimates, team structures, and development roadmaps.

Outcome

By automating these tasks, Sally reduces weeks of manual effort and enables faster, clearer decision-making for project teams and clients.