Workspaces
Meet
Meet turns a conversation into follow-through. Capture what happened in a meeting, and Ventura pulls out the action items, logs the touch against the right people and files, and feeds the next steps into your task list.
- Paste notes or a transcript and tag who attended.
- Link the meeting to an engagement, pursuit, or relationship.
- Ventura proposes action items from the text.
- Confirm or edit each one; accepted items become tasks.
Capturing a meeting
Record the meeting's notes or transcript, who attended, and what it relates to (a client engagement, a pursuit, or a referral relationship). Ventura extracts candidate action items for you to confirm or edit before they become tasks — so nothing agreed in the room gets lost.
What Ventura proposes vs what you decide
Extraction is a proposal, never an automatic action. Ventura suggests the action items, owners, and due dates it reads from the notes; you accept, edit, or discard them. Nothing is created, assigned, or sent on your behalf without that confirmation — the same guardrail applies everywhere Ventura uses AI.
- Good capture habits: tag the right engagement or relationship so the touch lands in the correct timeline.
- Keep action items concrete and owner-assigned — vague items make weak tasks.
- Capture soon after the meeting while the detail is fresh; auto-capture handles the calendar/email touch, but the substance comes from your notes.
Action items → tasks
Accepted action items become tasks with owners and due dates and show up on the right person's Now / Next list. Because the meeting is linked to its engagement, pursuit, or relationship, the touch is recorded there too.
Connections & auto-capture
Connect Google or Microsoft (calendar + email) per person in Settings. Ventura polls a forward window of your calendar and records email and meeting touches against tracked contacts automatically — the engine behind the relationship and client touch logs. Email is read at metadata level only.