Organize your project notes with no manual work Find any decision or action item in seconds

AI-native document management that automatically organizes meeting notes, project files, and deliverables, then helps your team find the exact decision or action item you need in seconds, even when you only vaguely remember it.

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What were the key recommendations we gave to Acme Corp last quarter?

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Based on 12 meeting notes and 3 deliverables, you gave Acme Corp 4 key recommendations last quarter.

The recommendations were: consolidate their 3 CRM tools into one platform, hire a dedicated customer success lead, shift paid acquisition budget to content marketing, and launch a partner referral program by Q2.

Based on 15 documents

Acme Corp - Q1 Strategy Session Acme Corp - CRM Audit Report Acme Corp - Marketing Review 12 more documents

Documents get automatically organized on upload without any input from you

Upload

Upload complete

acme-q1-strategy-notes.pdf • 1.1 MB

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Document type classification

Detected document type: Meeting note

The uploaded file matched the meeting-note workflow, so extraction and routing started automatically.

AI extraction

Filled project fields automatically

Client Acme Corp

Meeting date January 15, 2026

Project phase Strategy

Owner VP Marketing

Folder routing

Stored in the correct folder

Destination

projects/ acme-corp / meeting-notes / january-2026 /strategy/

The note was stored under the correct client project and kept ready for retrieval, reporting, and follow-up.

Let AI reorganize hundreds of project notes for you in seconds

Reorganize 312 mixed project notes by client and project phase, separate discovery, strategy, implementation, and review notes, tag action items, and archive duplicate uploads.

Drafting reorganization plan

Project-note reorganization plan

Create one folder per client plus project-phase subfolders, then move every note into the best match.
Classify meeting notes, working docs, recommendations, and deliverables automatically, then apply tags like Action Item, Decision, and Follow-up Required.
Flag duplicate uploads, missing client attribution, and stale drafts before applying the final structure.

Approve plan Revise

Ask for client documents — they land verified, tracked, and organized

Request

Project kickoff documents

To: client@acme.com

Signed NDA Matches NDA

Pending Validating Verified
Current org chart Matches Org chart

Pending Validating Verified
Access credentials form Matches Access credentials

Pending Validating Verified

All documents verified

nda.pdf

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org-chart.pdf

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access-credentials.pdf

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Privacy

Project notes stay private

Project notes, client files, and deliverables stay encrypted, under your control, and are never used to train AI models.

Encrypted & secure

Your documents stay protected in transit and at rest.

Full data control

Export or delete your files whenever you want. They stay yours.

No AI training on your data

We never sell, share, or use your documents to train AI models.

Simple, per usage , pricing

Solo

For individuals managing their documents

$4.99 /mo

~150 document uploads per month
Unlimited storage
Semantic search
Context-aware AI chat
Team collaboration
Email support

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