Turn meeting notes into actions; never miss a grant deadline

Meeting Companion is a lightweight but powerful tool for managing meetings, actions, and deadlines across multiple clients at the same time.

Using AI, it will prioritise your workflow, understand your notes, and provide answers when you need them.

And, everything remains on your computer — private and safe.

Start a 14-day trial

Designed for You

As a philanthropy and partnerships consultant, I designed Meeting Companion to be the tool that I couldn’t find anywhere else. This is the workspace that anyone handling multiple clients or projects needs.

Every feature, every element was designed by a philanthropy consultant to be used by philanthropy consultants. This is AI at its best, augmenting your expertise and picking up the grunt-work so that you can use your time to do the things that make you valuable.

AI Tools For Consulting Success

Discover the AI-driven capabilities built to support your grants and philanthropic consulting work, end to end.

  • Smart Notes

    Enter your own meeting notes, however rough, and let AI extract action items, reminders, and follow-up ideas — plus a clear summary. Actions enter your workflow and your original notes are always accessible.

  • Grant Tracking

    Track every grant from first conversation to outcome, with custom statuses, due dates, and a shared calendar view across all your clients.

  • AI-Prioritised Workload

    See your most urgent tasks and upcoming deadlines surfaced automatically to your dashboard, so nothing falls through the cracks across a busy client list.

  • Ask Your Meeting History

    Ask Meeting Companion any question and it will search your notes to give intelligent answers grounded in what was actually discussed. Use this same tool to create agendas or minutes to share!

Built Around Your Consulting Workflow

See how Meeting Companion supports the day-to-day work of a grants or fundraising consultant, from first client meeting through to grant outcome.

Capture what you need

Whether you write as you go, or paste in a transcript, Meeting Companion integrates your notes straight into your workflow. It will intelligently extract a clear list of actions, engagements, and follow-up ideas in seconds, and prioritise the most urgent.

Meeting Companion will separate out Actions, Reminders, Ideas, and Engagements into easy to track items.

Track your grants

Track every grant opportunity from first conversation to outcome, with custom statuses, due dates, and a shared calendar across all your clients — so nothing is missed.

Upcoming grants are displayed on your dashboard and flagged as due dates approach.

Ask Questions

Every meeting with every client is stored and retrievable. But before you go searching through old notes to find something – just Ask!

You can ask Meeting Companion to find anything from past meetings, to generate agendas and minutes, or to summarise something. It will answer intelligently based only on your own notes.

Pricing

Monthly$15 AUDFirst 14 Days Free
Yearly$80 AUDFirst 14 Days Free, $100 off!

Meeting Companion is a Windows only app. In order to use the AI tools and get the most out of the companion, you will need an Anthropic API key. This only takes a minute to set up.
Typically Meeting Companion uses only a few cents worth of tokens per month.

Start a 14-day trial

Everything You Need to Know

Explore the FAQ below for the essential details on how Meeting Companion works, how your data is handled, and what it costs to use the AI functions.

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