Company Second Brain

A searchable company knowledge vault built for a marketing agency with a high volume of client calls. It brings meeting transcripts, company files and brand documentation into an organized structure, with QMD indexing and access through search or an AI assistant connected over MCP.

Important client details were scattered across meeting notes, Google documents, Dropbox files and PDFs. Team members had to search through separate sources to recover what was said or resolve something lost in a handoff. With many calls happening every day, it was also difficult to recognize customer pain points that kept coming up across conversations.

Created a company-specific vault structure and workflows to bring incoming knowledge into the appropriate folders and files. Meeting and document sources are connected to suit the company’s tools, alongside brand context such as guidelines and colors. QMD indexes the material for retrieval, and an MCP connector lets an AI assistant search it and return supporting source references. The team can look up a client conversation, recover a missed detail or investigate recurring concerns without manually opening document after document.