Meeting Agent
Joins Microsoft Teams calls as a visible participant, keeps the transcript as evidence, and drafts the summary, decisions and actions for your review.
For Oracle EPM Cloud implementation teams
Oracle EPM delivery, with an agent that shows its sources.
EPM Agent joins your meetings, keeps every client's project knowledge in one governed place, and builds the forms, rules, reports and workbooks your implementation needs. Every answer cites its evidence, and nothing reaches a production environment without a person's approval.
You
Which cost centres roll up to Shared Services?
EPM Agent
Twelve cost centres, CC4100 to CC4210. Facilities moved under Shared Services in workshop 3.
- MeetingDesign workshop 3 · 00:41:12
- DecisionD-27 · approved 14 Oct
Form “Shared Services Opex”: draft, awaiting approval
Built for
- Planning
- Financial Consolidation and Close
- Account Reconciliation
EPM projects run on scattered knowledge
Requirements live in meeting notes, emails, spreadsheets and people's heads. Decisions get lost between workshops, and every build starts by re-reading the same threads. General-purpose AI helps until it confidently invents a member name, or a rule nobody agreed to.
One agent for the whole engagement
Project knowledge
Requirements, design decisions and correspondence in one knowledge base per client. Ask a question and get an answer that cites the exact meeting, email or document.
EPM artifact builds
Forms, business rules, reports, dimensions and substitution variables written as specifications, compiled to Oracle's formats and packaged for upload.
Financial workbooks
Excel-like models with real formulas, documented assumptions and tests. Import and export .xlsx, then carry the logic into Planning.
Governed documents
Design documents, status decks and sign-off packs written from project records, then reviewed, approved and released with version history.
Delivery tracking
Engagement plan, RAID log, change requests, SIT and UAT defects, cutover and client sign-off, next to the knowledge they depend on.
How it works
Capture
Meetings, emails, documents and files become sources, each tied to a client and a project.
Review
Agents propose new facts and decisions. A person reviews them before they join the record.
Answer and build
Agents select from reviewed evidence, cite it, and generate artifacts and documents from it.
Approve
Changes to an Oracle environment run only after a person approves them.
Our design principle
A librarian, not an oracle.
Models select from evidence. Code validates and transcribes. The governed record holds the truth. When the evidence isn't there, EPM Agent says so instead of guessing.
Read whyBuilt for client confidentiality
Each client's data is isolated in the database itself, people sign in with Microsoft Entra ID, and every change that matters waits for a named person's approval.
How we protect client data →- Database-level isolation per client
- Microsoft Entra ID single sign-on
- Human review before knowledge is published
- Approval before any production change
- Answers cite their sources
See EPM Agent on a project like yours
We'll walk through a fictive engagement end to end: a meeting, the knowledge it creates, and the artifacts built from it.
Book a demo