TMPrepare quickly
Use repeatable agendas and bring open actions forward.
Deliver work
Meetings and actions
Stop losing decisions and actions in handwritten minutes or disconnected documents.
Productivity and control01 02 03
Turn discussion into owned, dated work.
Record decisions
Keep notes and responsibilities attached to the project.
Close actions
Track due dates and ownership after the meeting ends.
How it works
Step by step
01Prepare agenda
02Record discussion
03Assign actions
04Carry forward open work
Capability detail
What Meetings and actions covers.
- Set agendas and attendees
- Record meeting minutes
- Action items with owners
- Due dates on actions
- Assign actions to staff or contacts
- Recurring meeting series
- Carry forward open actions
- Draft minutes with AI
- Export meeting minutes
Capability availability varies by plan. Compare Starter, Pro and Enterprise.
Technical detail when you need it
Simple on the surface. Connected underneath.
Connected by design
The record stays attached to the company, opportunity or project, including documents, comments, approvals and commercial impact.
Consistent records
Meeting types, attendees, notes and actions can follow standard structures.
See how meetings and actions fits the rest of the job.
In a 30-minute call we run it on a job like yours and show what it replaces.