Introducing AI Fills: Your AI teammate for all your post-meeting work!

Published in March
18 March 2025
Published in March

18 March 2025

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It's Thursday afternoon. You've just wrapped your third client call of the day. Your to-do list grows: an urgent escalation email, requirements documents, and action items needing immediate attention.

Even with existing AI notetakers, you're still struggling. These tools weren't built for consultants navigating complex client relationships and project workflows.

They miss critical dependencies, client sentiment shifts, and delivery-specific context.

As crucial details slip through the cracks—teams fall out of sync, clients leave with fuzzy expectations, and your delivery experience suffers.

The result? Consultants lose at least 10 billable hours weekly to post-meeting busy work. It doesn't have to be this difficult.

Meet AI Fills - Your AI teammate for all your post-meeting work!

Whether it’s a kickoff call, a requirements session, or an escalation meeting, AI Fills captures detailed, contextual notes and neatly organizes everything for you.

No more missed action items. No more scattered information. When you need that information maybe to write a requirements doc, an escalation email, or a project review—it’s ready in seconds, right where you work.

What AI Fills unlocks for you? 

Showcase your team’s proactiveness

Every client interaction shapes their trust in you. When follow-ups slip or responses take too long, it all adds up. Your credibility takes a hit.AI Fills ensures you’re always on top of things, and helps you shine in front of your customers. It crafts tailored updates to every meeting scenario in seconds—whether it’s kick-off emails, weekly progress updates, or follow-ups. No tweaking, no fine-tuning—just ready-to-send updates that get to your clients faster.

Write consistent, high-quality documentation

Clear, reliable documentation isn’t just a formality—it’s the backbone of successful project execution and a signal of high-performing teams. But let’s be honest: it’s tedious, time-consuming, and often gets pushed to the back burner.

With AI Fills, it’s effortless. It helps you create requirements docs, scope of work, solution docs, and more—with unmatched consistency. No missing details. No last-minute scrambles. Just high-quality documentation, ready when you need it.

Stay ahead of costly escalations

When multiple people interact with a client throughout the delivery cycle, context can easily get lost. Gaps in updates lead to misalignment and overlooked risks, and before you know it, small issues spiral into costly escalations.

AI Fills makes capturing and sharing project notes effortless. With every key update documented and accessible, your team stays aligned on client expectations, sentiment shifts, and ongoing progress.

Want to check it out? If you're already a customer, just log in here and check out this article to get started. AI Fills is available as an add-on to your current plans.

Or, get in touch with our team to learn more about AI Fills and find the best plan for your needs.

FAQs

How exactly does AI Fills work?
AI Fills joins your meetings and records conversations in real time. With standardized AI Fills templates, you can maintain consistency in tone, format, and extract contextual insights from every meeting. Seamlessly bring those insights into your workflow using the /command to instantly generate documentation, enrich project fields, and share project updates.

Does it integrate with other tools?
We integrate with GMeet, Zoom, MS teams and Gong today.

How is AI Fills different from other AI tools?
Most tools get you 40% of the way there—they give you summaries, but the real work is still on you. AI Fills takes you all the way to the finish line. We don’t just summarize; we contextualize emails, documents, and project notes your team can use right away.

AI Fills is purpose-built for PS teams, helping them track client requirements, stay ahead of escalations, and build proactive, high-trust client relationships.

Is there a free trial for AI Fills?
Yes! You can try AI Fills free for 14 days.

FAQs

What I appreciated most about Rocketlane is its seamless approach to onboarding and project management. The ability to collaborate in real-time, set clear timelines, and track progress across multiple teams makes it incredibly efficient. The built-in document-sharing and communication tools reduce the need to switch between platforms. It’s especially useful for client-facing projects, where transparency and accountability are key

Sebastian
Intercom

AI that executes your delivery work (Add to any plan)

Most popular

Standard

Ideal for expanding organizations needing more in-depth capabilities and integration for scaling.

$49

per team member/
month billed annually

*minimum of 5 team members

  • Full partner ecosystem support
  • Dynamic templates for any project
  • Milestone CSAT for customer pulse
  • Docs, forms, projects in one place
  • Docs, forms, projects in one place
  • Approval-governed time tracking
  • 200 Automations/user/month
  • Native HubSpot, Jira, Slack Integration

Most popular

Premium

Great for teams desiring tailored workflows with comprehensive reporting capabilities.

$69

per team member/month billed annually

*minimum of 5 team members

  • Real-time project profitability
  • AI resourcing and capacity planning
  • All revenue recognition models
  • Centralized rate cards and budgets
  • Portfolio reporting for leaders
  • Bill faster & improve cash flow
  • Native Salesforce integration

Most popular

Enterprise

Tailored for large enterprises requiring a fully customizable, comprehensive delivery engine.

Custom Pricing

*minimum of 5 team members

  • SAML SSO and role-based access
  • Unlimited, hands-off automations
  • Soft-allocate pipeline deals early
  • Skills matrix for smarter staffing
  • Staff global teams ahead of demand
  • Multi-currency global delivery
  • Snowflake data + custom reports

Full reviews for all 11 tools below

<TL;DR>

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.

<TL;DR>

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.

Trusted by top companies

One platform does what the entire table above tries
to split across tools.

One platform does what the entire table above tries
to split across tools.

One platform does what the entire table above tries
to split across tools.

Myth

Enterprise implementations fail because customers don’t follow the process or provide clean data on time. Most delays are purely “customer-side” issues.

Fact

Implementations fail because complex environments need real-time technical problem-solving. FDEs unblock workflows, integrations, and unknown constraints that traditional onboarding teams can’t resolve on their own.

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Did you Know?

Companies that embed engineers directly with customers see significantly higher enterprise retention compared to traditional post-sales models — because embedded engineers uncover “unknowns” that never surface in ticket queues.

Sebastian mathew

VP Sales, Intercom

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.