Log a call by pasting it
You just got off a call. You have messy notes — or the client's own words. You don't have to structure them. Paste the lot into Chat and it extracts what matters, files it against the right client, and offers to chase the follow-ups.
Paste the raw notes
No format required. Chat figures out who and what it's about.
In Chat
Log this call with Priya at Meridian Retail:
"Priya said the board signed off on the refresh but wants the rollout split across two quarters. She's worried about the retail signage cost. Asked us to send revised phasing by Friday. Also mentioned they're hiring a marketing head in September who will take over the relationship."
Call logged on the Meridian Retail – Brand Refresh project. Here's a quick summary of what was captured: Board approved the refresh; Rollout split across two quarters (revised phasing); Concern flagged — retail signage costs; Action item — send revised phasing plan by Friday; Relationship handover — new marketing head joining in September.
Turn the follow-up into a task
The action item doesn't have to live in your head. Ask, and it becomes a real task on the right project.
In Chat
Turn the follow-up from that call into a task.
Send revised phasing plan to Priya
todo
Done! Here's what was created: Task: Send revised phasing plan to Priya; Project: Meridian Retail – Brand Refresh; Priority: High; Due: Friday. The description notes the two-quarter split and the retail signage cost concern so whoever picks it up has full context.
ClientsMeridian Retail
The logged call sits in the Company Hub timeline alongside the deal and the project — so the full history is there for whoever picks up the relationship when Meridian's new marketing head starts in September.