carlo.

MEETING-TO-PLAN

Keep the context. Move the work forward.

Notes and transcripts can inform the plan without another round of copying. Review proposed changes and decide what belongs in the project.

LESS COPY. MORE CONTINUITY.

The meeting ends.
The momentum doesn’t.

Decisions shouldn’t get stranded in meeting notes. Turn the conversation into reviewed actions and project changes, with the original context still attached.

  1. 01

    Capture the conversation

    Record a meeting or bring your existing notes.

  2. 02

    Make sense of the next steps

    Use AI to propose structured notes and action items.

  3. 03

    Review, then move the plan forward

    Choose destinations and approve proposed changes.

Follow the whole workflow
▤
Weekly delivery syncMeeting notes · Example
•••

“Let’s allow more time for integration testing and have Alex own the supplier review.”

Decisions, with their context.
↓

You review the proposed changes

PROJECT CHANGE DRAFTFor your review

Website launch

✓
Extend integration testingUpdate task estimate · 3 → 5 days
Update
✓
Review supplier readinessProposed owner · Alex Morgan
New task
↳ Linked to source meetingYou decide what applies

Human judgement stays at the centre.

REVIEW BEFORE APPLYING

Separate steps. Clear decisions.

Recording is optional. You can bring existing notes or a transcript, use AI to help structure the meeting record, then create a separate plan handoff. Choose destinations and review proposed updates before applying them.

Applied meeting changes retain source context, and a project-side queue helps you see what changed. The conversation remains connected to the records it informed.

Read more about AI review

START YOUR FIRST FORECAST

Stop guessing the deadline.
Forecast it.

Bring your task list. Leave with a date and budget you can defend.

Get started with Carlo