Workspace

Meet

Turn a meeting into tasks, referrals and pursuits.

Draft · not sent

Meeting about 30 seconds

Meeting type

Title

Date

Linked referral partners

Linked client / engagement

Internal topic

Attendees

Suggestions auto-populate from your firm and ticked partners. Press Enter for a free-text guest.

Task context for action items

Notes & transcript

AI suggests; you approve. Nothing is saved until you confirm.

Suggested actions Run extract to see suggestions here.

Paste your notes on the left and click Suggest actions — Ventura turns the discussion into accepted tasks, referral touches, and pursuits.

Paste anythingRaw notes or a full transcript — internal, BD, or client. Attendees pull from your team and contacts.

Ventura finds the actionsIt extracts the commitments — who owes what, by when — so nothing said in the room gets lost.

Accept → it flowsAccepted items land as real tasks, referral touches, and pursuits in the right workspace.