Lane Greer

STEVE: running a team's operations with agents

A meeting-intelligence and team-operations platform that runs in the background on a Mac and turns calendars, meeting notes, chat, and tickets into one routine.

Kind
project
Role
led
Shown
as is

Executive impactTechnical leadership

STEVE connects a team’s calendar, documents, chat, ticketing, wiki, data warehouse, and CRM into a single workflow, and runs on a schedule without being asked.

It turns new meeting notes into structured call-log tickets with action items. It builds each morning’s briefing from the day’s calendar and the history with each attendee. It prepares the next day’s one-on-ones, keeps a living context page for every team member, and audits CRM activity for compliance.

An on-demand web app adds an editor for the summarization profiles, a project tracker, a conversational assistant with calendar, chat, ticketing, and CRM tools, and a weekly report. An MCP server exposes it to other agents.

My team works with the sales and renewal teams as technical overlays. STEVE keeps reporting into the CRM, BI, and ticketing tools current automatically, from the team’s normal interactions, so the administrative side of that work runs without anyone doing it by hand.