Beta - Pilot Deployment

Agentic Secretary

Self-Hosted AI Meeting Automation for Microsoft Teams

Transform how you manage recurring meetings. Intelligent workflow orchestration that reduces 6-10 hours of monthly administration to under 90 minutes - with zero participant friction.

80%+ Time Savings
12 Workflow Phases
100+ Passing Tests
0 Participant Software

The Meeting Administration Problem

Meeting organizers spend countless hours on repetitive tasks that follow predictable patterns

6-10 Hours Monthly

Time spent on meeting administration for a single recurring monthly meeting with 10-50 participants

Email Chaos

Collecting agenda items from multiple participants via email, parsing varied formats, and compiling responses

Manual Minutes

Reviewing transcripts and writing coherent meeting minutes - tedious work that delays distribution

Scheduling Overhead

Coordinating calendars, sending reminders, and managing the next meeting cycle repeatedly

Intelligent Meeting Automation

Agentic Secretary orchestrates the complete meeting lifecycle using AI-powered intelligence

1

Calendar Placeholder

Automated invite sent 14 days before meeting

2

Agenda Collection

Email requests sent to participants 7 days before

3

AI Agenda Generation

LLM compiles items into professional agenda

4

Organizer Approval

Review and edit before distribution

5

Meeting Execution

Teams meeting with automatic transcript capture

6

Minutes Generation

AI converts transcript to professional minutes

7

Distribution

Approved minutes sent to all participants

Key Features

Production-ready capabilities with comprehensive testing

Microsoft Teams Integration

Native integration with Microsoft Graph API for email, calendar, and Teams meetings. Uses your existing Microsoft 365 Business Standard account.

Multi-Provider LLM Support

Flexible AI backend supporting OpenAI, Anthropic Claude, Azure OpenAI, and local models via Ollama. Choose your preferred provider.

Self-Hosted Privacy

Runs entirely on your computer. No data leaves your Microsoft 365 ecosystem. No cloud infrastructure or third-party access required.

Approval Workflow

Full control over AI-generated content. Review, edit, and approve agendas and minutes before distribution. Never sends without your confirmation.

Professional Templates

Customizable templates for agendas and minutes. Handlebars-based system supports corporate branding and specific formatting requirements.

Cost Tracking

Built-in analytics for LLM API usage and costs. Track spending per meeting cycle with detailed breakdowns by operation type.

Zero Participant Friction

Participants only interact via standard email and Teams. No software installation, no account creation, no learning curve for attendees.

Comprehensive CLI

Full-featured command-line interface for all operations. Authentication, configuration, workflow execution, and monitoring from terminal.

Why Self-Hosted?

Agentic Secretary fills the gap between expensive SaaS and limited automation tools

Capability Enterprise SaaS
(Otter.ai, Fireflies)
Simple Automation
(Power Automate, Zapier)
Agentic Secretary
Content Understanding Yes No Yes (LLM-powered)
Self-Hosted Option No No Yes
No IT Approval Needed No Sometimes Yes
Participant Software Required Not Required Not Required
Ongoing Subscription \$8-39/month \$15-50/month LLM costs only
Data Privacy Third-party servers Third-party servers Your computer only
Customizable Workflows Limited Yes Full control
Agenda Generation No No AI-powered

Technical Architecture

Production-grade engineering with comprehensive testing

Technology Stack

  • Runtime: Python 3.12+
  • Package Manager: Poetry
  • Database: SQLite with SQLAlchemy 2.0
  • Migrations: Alembic
  • CLI Framework: Typer with Rich
  • Auth: MSAL (Microsoft Authentication Library)
  • API: Microsoft Graph SDK
  • LLM: LiteLLM unified interface
  • Templates: Jinja2 + Handlebars
  • Scheduling: APScheduler

Quality Metrics

  • Test Suite: 100+ passing tests
  • Code Coverage: Comprehensive unit + integration
  • Static Analysis: mypy type checking
  • Linting: Ruff + Black formatting
  • Pre-commit: Automated quality gates
  • Documentation: 35+ markdown files
  • Architecture: 8 major components
  • Database Models: 9 tables
  • Workflow States: 12-phase FSM
  • Lines of Code: ~15,000

Component Architecture

  • CLI Interface: User-facing commands
  • Authentication: OAuth 2.0 with MSAL
  • Graph Integration: Email, Calendar, Teams
  • Workflow Engine: State machine orchestration
  • Database Layer: Persistent state management
  • LLM Processing: Content generation
  • Configuration: YAML with JSON Schema validation
  • Logging: Structured audit trails

Pilot Program

Join the beta testing phase and help shape the future of meeting automation

v0.2.0 Phase 2 Complete

Current Release: CLI for Technical Users

The pilot release provides a complete command-line interface for users comfortable with terminal operations. All core workflow automation features are fully functional and ready for real-world testing.

Pilot Program Goals

  • Installation Experience: Validate setup across Windows, macOS, and Linux
  • Core Workflow: Execute complete meeting cycles with real participants
  • Documentation Quality: Ensure guides are clear and comprehensive
  • Performance: Track reliability, success rates, and LLM costs

What's Next

  • Phase 3: Multiple concurrent meetings support
  • Phase 4: Web-based GUI for non-technical users
  • Phase 5: Advanced analytics dashboard
  • Future: Extended platform support beyond Teams

Ideal Pilot Participants

  • Organizers of recurring monthly meetings
  • 10-50 participants per meeting
  • Microsoft 365 Business Standard account
  • Comfortable with command-line interfaces
  • Willing to provide feedback on experience

Requirements

  • Python 3.12+ installed
  • Microsoft 365 with Teams and transcription
  • LLM API key (OpenAI, Anthropic, or Azure)
  • Azure AD app registration (guided setup)
Request Pilot Access

AI-Assisted Development

Built using proprietary agentic software development methodology

Agentic Secretary was developed using an advanced AI-assisted engineering process that combines human expertise with intelligent automation. This proprietary methodology enables rapid iteration while maintaining rigorous quality standards.

Autonomous Code Generation

AI agents generate production-quality code following strict engineering standards

Comprehensive Testing

Automated test generation ensures high coverage and reliability

Documentation First

Product definition documents guide development from concept to deployment

Iterative Refinement

Progressive document refinement system ensures quality at each phase

Get in Touch

Interested in the pilot program or have questions about Agentic Secretary?

Contact Information

I'm looking for pilot participants who manage recurring meetings and want to dramatically reduce their administrative overhead. Technical users comfortable with CLI interfaces are ideal for this phase.

Pilot Status

Currently accepting pilot participants