Ventura · Meeting capture

Meeting capture

Paste notes or a transcript, review AI suggestions, and send accepted tasks into Ventura.

Draft · Nothing saved yet
Step 1 · Context about 30 seconds
Meeting type
Linked referral partners
Attendees
Suggestions auto-populate from your firm and ticked partners. Press Enter for a free-text guest.
Step 2 · Notes / transcript
AI suggests; you approve. Nothing is saved until you confirm.
Step 3 · Review suggestions Run extract to see suggestions here.
Paste your notes on the left and click Extract decisions & tasks. Suggested action items, BD touches, and decisions will appear here for you to review.
0 accepted · 0 deferred
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