Weekly pipeline
Work gets lost between two people
Feeds, transcribed voice notes, and a weekly summary with owners.
Week of 21 Tir — 4 open, 2 done
- Send the revised QoE bridge to ParsSara
- Chase 1402 audited statementsReza
- Validate pages 30–48 of the tax fileYou
- Book the Alborz management callYou
The parts
A rhythm, not a reporting burden
Voice capture
Record on the phone as you leave the client's office. Transcription runs on a worker and lands in the feed as text you can search.
Feeds with threads
Client, engagement and contact feeds with replies and cross-posting, so context sits where the next person will look for it.
Weekly summaries
A draft summary of the week per engagement, finalised by a person — and finalising is what creates the actions.
Actions with an owner
Every action has someone's name on it and one gesture to complete: a tick that can be untucked. Done items stay visible.
A ranked attention feed
Engagements ranked per viewer by weighted activity and stage kind, with a little deterministic exploration so quiet work resurfaces.
A meeting surface
The weekly call runs from the screen instead of from someone's notes: this week's summaries, open actions, overdue items.
My work
One page that answers "what is mine this week?"
Actions can be filtered to you, to a colleague, or to the unassigned bucket that every firm accumulates and nobody looks at.
The checklist is deliberately narrow: tick, untick, reassign. Richer triage is a roadmap item rather than a half-built workflow.
- Mine, someone else's, or unassigned
- Overdue and postponed handled explicitly
- Ticks are reversible — no lost item because of a mis-tap
- The same actions appear on the engagement and in the meeting
Week of 21 Tir — 4 open, 2 done
- Send the revised QoE bridge to ParsSara
- Chase 1402 audited statementsReza
- Validate pages 30–48 of the tax fileYou
- Book the Alborz management callYou
A week in the system
How the loop closes
During the week
Notes and voice memos land in the feed of the client or engagement they belong to.
End of week
A summary is drafted per engagement; the lead edits it into what actually happened.
Finalise
Finalising materialises the actions, each with an owner and a due week.
The meeting
The call runs off the screen: what shipped, what slipped, who owns what next.
About the weekly rhythm
Does voice transcription need internet access?
It needs whichever transcription endpoint you configure. In an on-premises deployment that can be a model inside your network; without any endpoint configured, voice notes are still recorded and stored, just not transcribed.What if we already run a weekly meeting from a spreadsheet?
Most teams do. The switch is usually one service line for one month: the feed replaces the spreadsheet's comment column, and the actions replace its owner column.Can a client see the feed?
No. Feeds are internal. Client-facing sharing is deliberately not built rather than half-built.
See it read your own document
Bring one file you already know well. Thirty minutes is enough to tell whether this belongs in your firm.