Right now the only shared record of a case is what one advisor typed into PEP, usually after the meeting rather than before it. This is a short walk-through of two tools that change that: an assistant that runs on our own machines and answers from a Centre-wide record (Hermes Agent), and a meeting note-taker that never uploads client audio and drafts the write-up for us (Meetily). No live demo, no client names, no jargon. Everything here can be read at your own pace afterwards.
If you only have five minutes, read the talk. If you want the reasoning behind it, the three comparison pages are the meat: they put the tools you already use side by side with the ones you have not heard of.
The 19 slides, in order: the problem, what the two tools are, what they cost, and how to set them up. Arrow keys or the buttons move through it.
Open the deck →ChatGPT, ChatGPT Work, Claude Cowork, Gemini Spark, Vellum, OpenClaw and Hermes Agent, scored on friendliness, customisability, usability, price and whether they lock you to one vendor's models.
Open the comparison →The newest shape: instead of one assistant, a roster of named bots you message like colleagues. OpenAI Dots, Grok Bot, Hermes Bot Mode and OpenMausBot, on the same criteria.
Open the comparison →GovTech Transcribe, Meetily, OpenWhispr, Otter, Fireflies and HappyScribe: where your audio actually goes, what it costs, and which one a client-facing advisor can defend.
Open the comparison →Install Hermes Agent on a Mac, connect it to Telegram and Slack, and install Meetily. Every step is written for someone who has never opened a terminal.
Open the guides →Today each of us works in a silo. A client can sit with one advisor this month and a different advisor from the same Centre the next, and until someone opens PEP, the second advisor starts cold. What clients actually ask for, by sector, never gets collected in one place, so workshop themes, group upgrading projects and who to send an EDM to are decided on hunch. And with no AI SOP in place, some of us are already using personal chatbots on confidential material.
This session is not a tool pitch. It is about two tools the Centre can own: one that keeps what we learn in a shared record that survives leave, handover and turnover, and one that turns a meeting into minutes without the audio ever leaving the laptop. About the price of two coffees a month, and free to switch models when a better or cheaper one appears.