

adam.ai
By adam.ai Inc
adam.ai typical implementation process:
Discovery and Needs Assessment: The process starts with a consultation to understand the organization’s meeting workflows, existing tools, and integration needs. This phase can be completed in 1-3 days.
Account Setup and Configuration: adam.ai specialists help configure the platform to match company branding, board or committee structures, user permissions, and workflow requirements. This typically takes 1-5 days, depending on complexity.
Data Migration and Integration: Existing meeting data, agendas, and documents are imported, and integrations with tools like Microsoft Teams or Zoom are established. This step generally takes about 2-5 days.
User Training and Onboarding: Training sessions (virtual or onsite) are provided for admins, board members, and staff to ensure rapid platform adoption. This can be completed within 1-3 days.
adam.ai offers customization options that allow it to fit a wide range of specific business needs, particularly for enterprises seeking robust meeting management, governance, and integration capabilities.
adam.ai features tools for customized meeting workflows, enabling organizations to configure processes for various meeting types, from board sessions to project teams.
There is support for detailed agenda setting, real-time decision tracking, and assignment of action items, which can be tailored to match each organization’s governance or project management requirements.
The platform’s reporting and knowledge management modules allow businesses to capture, summarize, and format meeting content in multiple ways, supporting different documentation or compliance standards.
adam.ai integrates with a range of existing enterprise tools, ensuring that businesses can connect the platform into their established technology stack for seamless workflows.
The integrations reduce the need for duplicate work and ensure that meeting content and actions sync with other business systems already in use.
The platform leverages AI to connect meeting outcomes and decisions to larger business objectives, enabling alignment with specific organizational strategies and priorities.
AI-driven features can be customized to provide reporting, summaries, and accountability workflows that reflect a business’s unique structure or goals.
adam.ai is SOC 2 and GDPR compliant, supports SSO and oAuth 2.0 authentication, and features AES encryption, ensuring adaptation to specific corporate security and compliance needs.
These options make it possible for organizations to enforce their own privacy, risk management, and audit policies across meeting data and processes.
adam.ai offers a fully featured mobile app (iOS/Android), allowing organizations to extend their customized workflows and access rules to staff operating remotely or via mobile devices.
For governance, the platform supports customized workflows for boards of directors and committees, handling detailed agendas, document management, decision recording, and follow-up processes in a format that fits each group’s specific requirements.
adam.ai offers a range of training and support options to help new users and organizations onboard effectively and leverage the platform’s full capabilities.
Organizations can schedule tailored one-on-one consultations to align adam.ai’s meeting infrastructure with their specific business goals and vision.
These sessions typically help teams understand platform features, workflow customization, and integration with existing tools.
adam.ai provides guided setup processes for enterprise use cases, supporting roles such as board directors, committee managers, and project managers through each phase of their meeting management experience.
Step-by-step guidance includes creating agendas, managing documents, capturing decisions, and using AI-driven features for better accountability.
The platform includes detailed documentation to cover features, governance models, integrations, and compliance, helping users find answers independently as needed.
The adam.ai mobile app supports training for mobile users by mirroring desktop functions, allowing creation, editing, joining calls, note-taking, and managing actions on iOS and Android devices.
adam.ai implements a comprehensive set of security measures to protect organizational and meeting data, ensuring compliance with international standards and safeguarding sensitive information.
The platform is SOC 2 compliant, which means it meets rigorous standards for the protection of customer information across security, availability, and confidentiality domains.
adam.ai is also GDPR compliant, guaranteeing that users’ personal data is handled in accordance with international privacy laws.
Secure Single Sign-On (SSO) is supported, allowing organizations to control access using enterprise identity providers and minimize risk from compromised credentials.
oAuth 2.0 authentication protocols are implemented to ensure that only authorized users and applications can access platform resources.
Data on adam.ai is protected using AES encryption, a robust industry-standard method for securing both stored and transmitted data.
Additional safeguards, such as the use of cryptographic salts, further strengthen password and data protection against unauthorized access.
Adam.ai has systematic procedures, checks, and audits in place that continually monitor and verify secure operation, helping to prevent, detect, and respond to threats effectively.
All meeting content and follow-up actions are stored securely, ensuring transparency and retrievability without compromising privacy.
adam.ai releases platform updates regularly, with new versions and feature enhancements rolled out several times per year to improve functionality and integrations.
Notable product releases, such as adam.ai V4 and V4.2, have occurred within months of each other, indicating a quarterly or biannual update cycle for major platform enhancements.
Updates typically introduce new features, integrations, meeting space options, and improvements to existing workflows, such as added support for Microsoft Exchange calendar and expanded meeting space types (e.g., Committee and Board).
Updates are communicated through official product release announcements and blog posts, providing details on new features and improvements.
Organizations receive guidance and notifications regarding updates, ensuring administrators and users can prepare for changes and take full advantage of newly released capabilities.
adam.ai’s approach to data ownership and portability centers around giving organizations clear control and secure access to their meeting content and knowledge assets, while ensuring compliance with international privacy and security regulations.
adam.ai positions meeting conversations, content, decisions, and documents as enterprise knowledge assets, emphasizing organizational control and governance over collected data.
Meeting content is centralized and stored securely, making it retrievable and manageable by authorized personnel, such as board members, committee managers, or project teams.
The platform’s compliance with SOC 2 and GDPR standards guarantees that data ownership rights are respected and protected according to international laws, enabling organizations to maintain ownership of all their internal information.
adam.ai’s secure storage and governance model ensures that meeting data is systematically organized, allowing for straightforward retrieval and migration if organizations require portability between systems or need to export content for records, audits, or compliance purposes.
Integrations with existing tools further support data portability, enabling seamless transfer or synchronization of meeting records, documents, and actions between adam.ai and other enterprise systems.
Adhering to GDPR means organizations retain rights to export, delete, or move their data as needed, in compliance with regional privacy legislations.
Procedures and audits strengthen the ability for businesses to access and manage their data throughout the lifecycle of its use on adam.ai.
Meeting records, decisions, and knowledge assets created within the platform belong to the organization using adam.ai, with centralized governance ensuring clear management of ownership rights.
The platform’s compliance with SOC 2 and GDPR ensures that organizational and personal data control is respected in accordance with international standards, giving businesses explicit authority over their information.
Meeting content is securely stored and organized, making it easily retrievable and transferable if needed for audits, compliance requirements, or migration to other systems.
Integrations with other enterprise tools further enhance portability, enabling organizations to move or synchronize meeting records and knowledge between adam.ai and their broader IT ecosystem.
adam.ai offers flexible scaling terms that allow organizations to easily upgrade or downgrade their plans, user seats, and features as business needs change.
Organizations can upgrade to plans with more advanced features or increased user limits at any time, such as moving from Premium to Business or Enterprise plans.
The Business plan allows up to 100 users, while the Enterprise plan supports 100+ users, unlimited storage, advanced admin controls, branding, and more customizable options for large-scale deployments.
Moving to a higher plan is facilitated by platform self-service controls or by contacting the adam.ai sales team for custom needs and organizational transitions.
Downgrading to a less expensive plan or reducing the number of user licenses is supported, with users able to adjust their subscriptions through the account dashboard or billing area.
After a downgrade, feature access and storage capacity adjust according to the selected plan, ensuring costs align with actual usage and organization size.
Most plan changes (upgrades or downgrades) take effect on the user’s next billing cycle, helping organizations avoid paying for unused capacity.
adam.ai contracts generally use an automatic renewal model with clear terms for renewal and cancellation, allowing organizations to efficiently manage their subscriptions.
adam.ai services are available with a minimum commitment of one month, and the subscription will auto-renew for an additional month unless canceled at least one business day before the term’s expiration.
For annual plans, organizations may be required to provide written notice of cancellation within a specified window around the anniversary of the subscription to avoid renewal.
Renewal notifications and reminders are typically provided within the platform’s billing or subscription interface to help prevent unwanted renewals.
To cancel an Adam.ai subscription, users generally log into their account, navigate to the subscription or billing section, and follow prompts to cancel or not renew their plan.
Immediate confirmation is typically presented after completing cancellation steps, and some platforms may request optional feedback about the cancellation process.
Cancellation must be completed before the renewal date to avoid being charged for the subsequent term.
adam.ai meets key international compliance standards designed to protect organizational and personal data, ensuring that enterprises can trust the platform for secure and compliant meeting management.
adam.ai is SOC 2 compliant, which verifies the platform’s adherence to strict protocols across data security, availability, processing integrity, confidentiality, and privacy.
Regular audits and systematic procedures are in place to maintain SOC 2 requirements for enterprise customers.
adam.ai complies with the General Data Protection Regulation (GDPR), ensuring that all personal information is processed, stored, and managed according to European Union privacy laws.