Skip to content
Founding 100: the first 100 agencies keep 30% off for life.

FOR OPERATIONS

Summaries, decisions and draft tasks from the meeting transcript, approved in one click. Projects, time, files and client requests in the same place.
Take the 3-minute tour

The client asks for something in the call. Nobody writes it down. Two weeks later it's a disagreement, and the end of the month is a fight.

  1. 9:00

    Today's work

    The dashboard shows today's tasks, recent activity, open payments and project progress.

  2. 11:00

    Client call

    Booked through your public booking page, with a Google Meet link created from SmoothOS.

  3. 13:00

    The meeting page

    With the transcript in: a summary, numbered decisions and draft action items. Approve and create the tasks in one click.

  4. 16:00

    Chasing files

    A request asks Acme for its brand files, from a template. Reminders go out on their own.

WHERE TO START

Meetings

Summary, decisions and draft tasks from the transcript. Google Meet, Zoom and public booking pages.

Explore

Projects and tasks

List, kanban, sprint and Gantt. Mark what the client sees. Drafts stay apart until approved.

Explore

Client portal

Clients follow client-visible tasks, approve work and answer requests under your name.

Explore

  1. 01BookClients book through your public page, or you schedule Google Meet or Zoom from SmoothOS.
  2. 02ReadThe transcript becomes a summary, decisions and action items. It arrives through an intake endpoint today; the recording bot is coming soon.
  3. 03ApproveTick the action items and create the tasks in one click. Unapproved drafts stay off the boards.
  4. 04Follow upDecisions go to the brand's dossier. Finished meetings suggest time entries to the people who attended.

THE SCOPE MOMENT

"Could you send the files in a few extra formats too?"

If it's outside the proposal, it appears on the meeting page with the quote and the speaker, and you mark it not billable or turn it into a draft invoice.

How Scope Shield works

They stay drafts. They don't appear on boards and never reach the client. Approve the ones you want and SmoothOS creates the tasks. Delete the rest.

Today, analysis runs on speaker-labeled transcripts delivered to SmoothOS's intake endpoint. The recording bot that joins your calls is coming soon. Google Meet and Zoom connect for scheduling and time, not transcripts.

Yes. Share a public booking page. Free slots stay correct across daylight saving changes, and bookings arrive on your leads board, ready to become clients.

Take the 3-minute tour