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.

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.

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.