Deal Todo
Keep one Deal's Todo list current.
Upload each client recording—or paste a transcript—in order. Deal Todo keeps one source-backed action-item list current across every sales call and conversation.
One current list, conversation after conversation
Turn each client recording or transcript into source-backed Todo updates you can review.
Keep every Deal separate
Create a Deal for each sales thread so its materials, current Todos, and suggestions stay in one place.
Add recordings or transcripts in order
Upload one client recording at a time—or paste meeting minutes, an AI meeting notes export, or a transcript—from oldest to newest to preserve the Deal's real sequence.
Update the current Todo list
The first material creates the starting list. Later materials suggest additions, field updates, or possible completion.
Check the original words
Every AI-created Todo and suggestion includes a matching quote from the material that produced it.
You decide every change
Review and apply or reject later suggestions. Existing progress is never silently replaced.
Use credits across Deals
Every account gets one free material processing each day. Paid credits belong to your account and work with any Deal.
Copy and use it free
A meeting notes template built for next steps
Use this structure in any document or spreadsheet. It keeps decisions and action items tied to the source; Deal Todo applies the same principle across later client conversations.
Copyable meeting notes template
MEETING CONTEXT Deal / client: Meeting date: YYYY-MM-DD Participants: Material source: Recording, meeting minutes, or transcript DECISIONS Decision: Source quote: “Exact words supporting the decision” ACTION ITEMS Action item: Owner: Due date: YYYY-MM-DD | Unknown Status: Not started | In progress | Blocked | Done Source quote: “Exact words supporting the action” FOLLOW-UP Open question: Next check:
Credits that scale with your Deals
One credit processes one material. Failed processing does not consume a credit.
Free
Come back each day to keep one Deal moving.
- 1 free processing every day
- Use credits with any Deal
Starter
For individuals keeping active client work current.
- 50 processing credits each month
- About 2 materials per workday
- $0.40 per processing credit
- Use credits with any Deal
- Source quotes on AI suggestions
Pro
For heavier workflows across many active Deals.
- 300 processing credits each month
- About 15 materials per workday
- About $0.33 per processing credit
- 6× the credits for 5× the price
- Use credits with any Deal
- Source quotes on AI suggestions
Frequently asked questions
What to expect from the focused Deal Todo workflow.
Bring the next conversation back to the same list.
Create a Deal, upload its first recording or paste a transcript, and keep its current Todo list moving without losing the decisions you already made.