Bot Crews workflow

Client meeting follow-up

A follow-up draft with decisions, action items, owners, and unresolved questions.

Designed for: Consultants and project teams that need clear notes and next steps after meetings

Download the setup plan Open the first Bot’s setup plan in Bot Lab

Before you begin

Gather the information the Bots need

Meeting notes or transcript
Participant names and roles
Approved commitments and dates

Run the first version one step at a time

Send one clear message to each Bot

Start in individual Bot chats. After you approve a result, paste it into the next Bot’s chat with the message shown below. This gives you a clear handoff and keeps the order predictable.

Editor

Clean the notes and separate decisions from discussion

Produces: Structured meeting notes

Use the approved inputs I provide. Clean the notes and separate decisions from discussion. Return this result: Structured meeting notes. Ask me about missing information before you continue.

Planner

Extract action items, owners, dependencies, and questions

Produces: A proposed action list

Start with this result from Editor: Structured meeting notes. Extract action items, owners, dependencies, and questions. Return this result: A proposed action list. Ask me about missing information before you continue.

Client Deliverables

Format the material for the client

Produces: A formatted follow-up draft with decisions, owners, dates, and open questions

Start with this result from Planner: A proposed action list. Format the material for the client. Return this result: A formatted follow-up draft with decisions, owners, dates, and open questions. Ask me about missing information before you continue.

Overall request

Turn these meeting notes into a follow-up draft. Separate decisions, action items, owners, dates, and open questions. Mark every assignment or commitment that needs confirmation.

Use this as the project brief. The step messages above tell each Bot which part to complete.

Decisions for a person

Confirm decisions and assignments
Approve dates and commitments
Send the follow-up

First test

Try the workflow with low-risk material

Use a short internal meeting transcript and compare every action item with the original notes.

Set it up in Hermes Desktop

Begin with individual chats, then add a group when the handoffs work

Open each linked starter page and follow its manual Hermes Desktop setup steps.
Run each step in that Bot’s own chat and review the result.
Pass the approved result to the next Bot with the provided step message.
After the sequence works, create an optional group with the same Bots.
In a group, @mention the Bot you want. Membership order does not control who responds.

Read the official Bot Mode guide