How it works
Generate a structured agenda from the meeting purpose and attendees in seconds.
Take or import notes during the meeting — AI structures discussion and decisions.
Auto-extract decisions, action items, owners, and due dates.
Send branded minutes; push action items into Project Hub deliverables.
See real outputs from this workflow on the sample outputs page.
Consulting engagements live and die by meetings: client kick-offs, stakeholder workshops, progress reviews, steering committee presentations. The Meeting & Workshop Tools module ensures every meeting produces clear outputs — structured minutes, assigned action items, and documented decisions.
The AI meeting minutes generator transforms rough notes into professionally formatted minutes. Paste your handwritten or typed notes from a meeting. The AI structures them into: Agenda Item, Discussion Summary, Decision/Outcome, and Action Items. Each action item includes a responsible person and deadline — not vague 'follow up on X' statements.
The meeting agenda builder creates structured agendas with time allocations, presenter assignments, and preparation notes. Share the agenda in advance and set expectations. For stakeholder workshops with 15+ participants, a well-structured agenda is the difference between productive and wasted time.
Action items from meetings link directly to projects in the Project Hub. Assign a task during the meeting, and it appears on the project's deliverables list. No more action items that disappear into email threads.
Workshop facilitation templates provide structured frameworks for common consulting workshops: strategic planning sessions, design thinking workshops, stakeholder alignment meetings, and lessons learned reviews. Each template includes icebreakers, activity formats, time allocations, and output documentation guides.
Transform rough notes into structured, professional minutes with agenda items, decisions, and action items.
Create structured agendas with time allocations, presenter assignments, and preparation notes.
Action items with responsible persons and deadlines, linked directly to project deliverables.
Strategic planning, design thinking, and stakeholder alignment workshop structures.
Professional format with header, attendees, discussion summaries, and next steps.
Meeting outputs flow directly into the Project Hub. Decisions and tasks stay connected.