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AI meeting notes that turn into client tasks for small agencies

Records client calls, writes the summary and creates the follow-up tasks in the tools the agency already uses.

The problem

Small marketing and design agencies lose details from client calls. Someone has to write notes and copy action items into a project tool, and it often doesn't happen.

The solution

Joins the call, writes a client-friendly summary, and turns agreed actions into tasks with owners and due dates in Trello, Asana or ClickUp. Sends the client a recap email for approval.

Target customers

Agencies of 3 to 30 people in the US, UK and Canada.

Business model

$29 a month per agency for up to 5 seats, $9 per extra seat.

Competition and why this idea

General note-takers stop at the transcript. This one is built around the agency's client workflow: recap emails, tasks and change requests.

More details

This is a starter idea from the UnbuiltHub team. Nobody owns it: if you'd like to build it, share your own version and find your team here.

#ai#saas#smallbusiness#remote-work

Looking for

  • DeveloperOpen
  • SalesOpen

Team · 1

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