What we do:

• From meeting to done: Capture decisions, owners, and due dates; draft follow-ups; sync tasks to your PM tools (e.g., Asana & HubSpot).
• Scope & timeline guardrails: Compare conversations to the SOW and flag drift early.
• Retention & growth: Track client sentiment to reduce churn risk and surface upsell/expansion opportunities.
• Prep & recall: Pre-meeting prep, smart follow-ups, contextual chat, and searchable history across meetings.

Integrations: Zoom, Google Meet; Gmail & Google Calendar; Asana; HubSpot (with additional connectors on the roadmap).

Impact: Teams move from ~2h20 of manual follow-up and analysis per meeting to ~20 minutes, saving ~20 hours/week at 10 client meetings and over 1,000 hours/year—time you can reinvest in delivery and growth.

Access: We’re currently running an invite-only pilot. Message us “BETA” for a 3-minute walkthrough and early access.

Agency Hero

Org chart

Teams

Offices

Similar companies