"We were looking for an operating system for the company."

That's Brett Hooker — COO at Recordpoint, a global AI and data governance company — explaining what he actually went looking for before he found Brev.

Not a dashboard. Not a note-taker. An operating system. Something that would take the business plan, the KPIs, the execution layer, and organize it in a way that made every meeting smarter, every decision faster, and every leader more effective.

He found Brev. Then he rolled it out to every single employee — all 130 team members.

Brett Hooker & Chris Pitchford - Webinar

The problem every ops leader knows

Recordpoint is in scale-up mode. Brett's job, in his words, is to make sure "the business does what it does efficiently." And he had a parallel mandate sitting alongside that: everything they build should be AI-first.

So he went to market with a clear brief. "I went to market looking for tools that could take our business plan, our KPIs, what we do — and put it somewhere that would organize the information so we went into our meetings with organized information."

The data wasn't the problem. They had plenty of it. "We've got tons of data — the problem was just that it was everywhere." Five different tools. A dashboard for everything. And every meeting starting with a 10-minute scavenger hunt for the right screen.

Before Brev, they used Confluence for agendas and operational dashboards that didn't talk to each other. A cadence that existed on paper but didn't cascade consistently through the business. Parts of the org followed it. Others ran on escalations and whatever came up that week.

Brett spent a decade at Oracle. He knew exactly what that cost. "If you get cadence right, you're meeting about the right things at the right time, very efficiently. If you don't have a cadence backbone, you tend to meet ad hoc, randomly."

Two tools, one obvious winner

Brett piloted two products side by side: a traditional KPI dashboarding tool and Brev.

The traditional tool gave him the expected experience. "Log in, everything's empty. Type a million things in. Now you've got some KPI dashboards. And over to you."

Brev was different from the first session. "Connect your calendar, get a few KPIs in there, and watch what it does. It literally came to life. In the first day, it was telling me things about the business."

That's what AI meeting intelligence done right looks like: it doesn't wait for you to build it. It starts working with what you already have.

"From that point," Brett said, "it was a no-brainer."

It went viral before he even mandated it

Brett made a decision most companies wouldn't: roll Brev out to every single employee, not just the leadership team.

The goal was one consistent cadence model across the whole business. "There's a weekly meeting that deals with weekly things. There's a monthly, and then there's a quarterly. And now with Brev, everybody can see that there's an organized way that we go about talking about how we deliver our business."

But what actually drove adoption wasn't the goals and cadence features. It was the note-taker.

Brev's meeting agent doesn't just transcribe. It's context-aware — looking at KPIs, the meeting agenda, and what was discussed the week before. The output isn't a summary of what was said. It's a record of what mattered.

"Everyone looked at the notes Brev was taking and said, 'we want that too,'" Brett said. "These notes are really relevant. If you just use a traditional note-taker that summarizes the meeting, there's a bunch of stuff. But the Brev note-taker is really focused on: are we having efficient meetings and collecting efficient information?"

Within a month, people across the org were asking for a login. Not because they were told to. Because they saw what it was doing and wanted in.

Gong for external. Brev for internal.

Recordpoint already ran Gong for anything customer-facing — sales, project, support. Gong is tuned for external signals: retention risk, escalation patterns, customer satisfaction. It does that well.

But internally, Brev replaced everything else.

"The thing we very quickly worked out: let Gong do the external thing. Brev does the same thing internally, with that eternal focus on how do you efficiently deliver your business plan."

There was also a proliferation problem — people had been bringing in their own individual note-takers. The fix was clean: external goes Gong, internal goes Brev, individual tools go away. "The economics actually works too — it's the same cost or better than running lots and lots of individual ones."

What Brett would say to the board

If the board asked him to justify the line item in 60 seconds, here's his answer.

"The way we go about running meetings is more aligned than it's ever been. The way information flows between meetings is automated and exceptional."

New leaders don't need meeting training anymore. "Brev does the prep, does the agenda, does the summarization, does the actions. We're telling our new leaders: just trust the tool and go run your meeting."

The visibility shift is the one that landed with his exec team immediately. "A lot of people in the executive group have become used to the notion that you get a weekly meeting and a weekly reporting pack that somebody spent three days preparing. That's literally your little tiny lens to the business."

With Brev, that lens is gone. "We've got every KPI at every level of business in the tool, all at once, all connected to each other. You don't have to wait for a meeting. You don't have to wait for that curated spreadsheet that you just know in your heart probably doesn't give you all the data."

Fewer meetings. Faster decisions.

When your goals and KPIs are live and connected, some meetings stop being necessary.

"We actually don't need to do some meetings now. Because you can just log in and see the status. I can see what we would have spoken about. Can we just get to the next thing we need to do?"

The bigger win is the ad hoc meeting — the one that gets called because something surfaces and the only way to deal with it is to pull everyone into a room.

"We have tons and tons of ad hoc meetings where we come together because some topic bubbles up and the only way we can deal with it is we've all got to get in a room. We're seeing a reduction in that because the information's all in one place. We can see if we're on track, we can see if we're not on track. We can see who's involved, we can see who's got the action."

When you already know the answers to those questions, the urgency dissolves. Decision velocity is up too. "Just having the information organized makes it so much easier to get to a decision. We're at the point of making a decision and we've got more of that information available at our fingertips at the decision-making time."

The virtual SLT

This is where the story gets interesting.

Recordpoint has job descriptions for every member of the senior leadership team. With Brev, they now have a single cohesive data set — goals, actions, KPIs, meeting history — accessible via MCP.

So Brett asked a question: what if the SLT meeting could prepare itself?

The plan: 48 hours before the actual SLT meeting, train Claude's skills on each executive's job description. Then let those virtual CXOs run the meeting. Follow the agenda. Interrogate the Brev data. Debate the issues. Come to conclusions.

The output of that virtual meeting becomes the briefing paper for the real one.

"The briefing paper for the SLT meeting is actually the output of that virtual meeting. And now us as the SLT group can focus right in on the critical decisions we need to make."

The routine synthesis — status checks, "where do things stand" — happens before the humans sit down. What's left is the part that actually requires human judgment. The hard calls. The trade-offs. The things that shouldn't be delegated to a model.

"We think that's super transformational."

He's right. That's not a feature request. That's a different operating model for how leadership teams use their time.

What an operating system actually looks like

Brett went looking for a company operating system. That framing matters — because it's exactly the right frame.

An operating system doesn't just store information. It runs the machine. It keeps everything in sync, surfaces what matters, and gets out of the way. The best ones, you stop noticing — you just move faster.

That's what Brev is becoming for Recordpoint. Not another tool to log into. The layer underneath every meeting, every decision, every KPI review — organizing the information so the humans can focus on the work that actually requires them.

Recordpoint is still early. Brett is clear about that. But the direction is already producing results.

For ops leaders trying to scale without scaling the overhead, that's the whole game.

Brev is the execution system for goal-driven teams — and now for the AI agents working alongside them. Learn more or read the blog for more on how ops teams are building goal-aware AI workflows.