How I use AI to keep the details straight in international partnerships

Writing a follow-up email after an overseas meeting can be challenging. Summarising key points and clarifying agreements becomes crucial when multiple parties are involved. To streamline this process, I recently employed AI tools to assist with research, note-taking, and email drafting. Utilising REALIZER alongside other AI solutions, I conducted thorough stakeholder analysis, structured meeting discussions, and composed follow-up correspondence.

As co-founder and COO of CoBALT, the company behind REALIZER, I leverage the product from both a technical and operational perspective. The partner's identity and commercial details are proprietary, but I can share the workflow, the benefits of AI assistance, and the decisions that remain mine.

Preparation for the conversation begins with extensive research. While public information provides a foundation, it is insufficient to fully grasp the roles and priorities of involved individuals and organisations. AI-assisted research helps identify nuanced differences between job titles and actual responsibilities, as well as market presence and project priorities.

This research directly influences the questions posed during the meeting and ensures that follow-up emails address specific commitments and expectations accurately.

After online meetings, AI is employed to organise discussion points and draft follow-up emails. Conversations often encompass various possibilities, and the email must provide clear, actionable items for the recipient. Distinguishing between discussed ideas, explored possibilities, and committed actions is essential to maintain the appropriate level of commitment. Crafting the email requires careful consideration of the conveyed expectations and ensuring they align with the conversation's tone.

For the Memorandum of Understanding (MOU), I relied on multiple AI tools to cross-check the content. The primary objective was to deepen my understanding of the document and minimise the risk of overlooking critical details. Comparing explanations from different tools helps identify passages that warrant further review. However, agreement among AI tools does not guarantee correctness, as they may share underlying assumptions or overlook key aspects.

Additional verification using further AI tools is necessary to ensure the integrity of the analysis.

The benefits of this approach lie in the multiple perspectives provided by AI tools. Each output becomes input for the subsequent task, creating a cohesive research-to-meeting-to-document workflow. However, it is crucial to maintain a balance between the quality of individual outputs and the consistency of meaning throughout the information flow.

Before sharing any information externally, it is prudent to separate confirmed facts, interpretations, and proposed next steps, ensuring that the original intent is preserved. Finally, assessing the potential impact on business decisions is vital—prioritising collaborations based on realistic expectations and the resources required for successful execution.