All modules
Meetings
Client meetings become notes, summaries and next steps, without typing them up.
muster-ag.merkdesk.com
Today, 10:00 to 10:45
Kickoff Keller Logistik AG
- Delivery starts on 1 December, phase 1 until mid-January.
- The client provides access to the warehouse system by Friday.
- Weekly check-in on Tuesdays at 9 am.
Suggested tasks
- Request warehouse system accessApprove
- Ask the client to sign off phase 1Approve
What's included
Notes from the call
With your calendar connected, a note-taking assistant joins the meeting and writes along.
Summary
The key points of the meeting, filed in the client's room.
Tasks after your approval
Suggested next steps become tasks only once you approve them.
How it goes
- 01
Connect your calendar.
- 02
The assistant takes notes in the meeting.
- 03
Check the summary and approve the tasks.
Goes well with
All modules- Tasks and projectsTasks, projects and sprints for the whole team, with clear owners and deadlines.
- Client portalEvery client gets their own room in your branding: documents, process, appointments and questions in one place instead of mail threads.
- Sales and CRMCompanies, people and deals in one place, with a pipeline that shows what to do next.
Your own workspace in five minutes.
Try it for 14 days, cancel monthly. Hosted in Germany.