Meeting Saathi
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Meeting: Client Requirement Discussion — Acme Retail Date: 5 September 2026 Attendees: Priya Shah, Rahul Mehta
The team reviewed how new customer requests currently move through the order-approval process, and discussed where delays and manual work are concentrated.
Meeting: Client Requirement Discussion — Acme Retail Date: 5 September 2026
The current process is well understood by the team, but the rejection and change-request paths are noticeably less defined than the "happy path" for a request.
Roughly a third of the conversation focused on the approval bottleneck, suggesting it is the team's biggest pain point today, ahead of the handoff and communication issues raised later in the call.
This flow reflects the process as described in the meeting, including the approval and discount sign-off steps discussed.
flowchart TD
A[Customer Request Received] --> B[Sales Validates Request in CRM]
B --> C{Request Complete?}
C -->|No| D[Ask Customer for Details]
D --> B
C -->|Yes| E{Discount Above 15%?}
E -->|Yes| F[Director Approval]
E -->|No| G[Manager Approval]
F --> H[Process Request]
G --> H
H --> I[Customer Confirmation]
I --> J[End]
Missing or unclear steps may require human review before this is finalized.
When someone walks through a process on the call, Meeting Saathi doesn't just summarize it — it identifies each step, the decision points, and the branches, and produces an actual Business Process Flow diagram.
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