Hey John T., I'm one of the founders of swyftai.com (for transparency) and we offer a very flexible solution similar to solve all of the use cases you described. Our customers build AI workflows to capture every meeting, email, phone call, support case, Slack message, etc and generate insights from those customer interactions to update CRM, Send Slack/Teams alerts, etc.
Would love to connect if it's something you'd be interested in learning more about
