Turn client sessions and site visits into notes, recaps and proposals.

Agentsy is a personal assistant on the go. Speak for a minute after a job and the writing comes back done.

05Consultingbetween meetings

One capture, 3 finished pieces

AG260814.CAPCaptured1:10Filed automatically

Coming out of the workshop. The real constraint isn't the system, it's that two teams are doing the same handover twice. They agreed to map it properly. Sponsor wants something in front of the executive group in a fortnight. Send them a recap with the three findings and the agreed next step, note internally that the scope is widening, and draft the proposal for the mapping phase.

Email · draft

Workshop recap and agreed next step

Thanks to you and the team for today. Three findings stood out, the most significant being a duplicated handover between two teams rather than any limitation in the system itself.

We agreed the next step is to map that handover end to end. I've outlined what that involves and what it would take to have something ready for the executive group in a fortnight.

Filed · Drafts, addressed to the sponsor

Internal note · draft

Scope is widening beyond the original system review. Duplicated handover is the material issue.

Sponsor has an executive group commitment in two weeks - timeline is the binding constraint.

Filed · Engagement folder

Proposal · draft

Scope, approach and timeline for the process mapping phase, ready for your edit.

Filed · Drafts, mapping phase

What it knows about your work

Talk through a session on the way out and Agentsy writes the recap the client expects that afternoon, the internal note your team needs, and the scope of the next piece of work.

Everything files against the engagement, so the trail from first conversation to proposal is already written by the time you need it.

The dictaphone for the modern age

Effortlessly get all your tasks done.