Keep everything organized
Create separate workspaces dedicated to each client or project, and enable inbox rules to automatically file client meetings into their respective workspaces and folders.
Use Parrot AI to assist in strategy development and to record & share client meetings.
As a consultant, you’re likely juggling multiple clients and projects simultaneously, which can be overwhelming without the right tools.
Parrot AI was built for consulting teams. With flexible shared workspaces, shared pages and your own AI teammate with perfect memory, developing strategies and managing clients has never been easier.
Create separate workspaces dedicated to each client or project, and enable inbox rules to automatically file client meetings into their respective workspaces and folders.
Once your meetings are organized, ask Chat AI to help you develop strategies. Simply open up a meeting and ask Chat AI to “Suggest a strategy that aligns with client A’s objectives, factoring in their industry and market position.”
Need to share the meeting notes with a client but don’t want to give them access to your full workspace? Share your page and send them the link — your clients can have edit or view only access to the page.
Parrot AI is not just a powerful meeting recorder, transcription and note-taking tool. It is a secure, AI-based collaborative workspace that knows the full context of your business, and enables you to get maximum value from your meetings.
Zoom
Google Meet
Teams
Webex
Outlook
Google Calendar
HubSpot
Jira
Confluence
Slack
monday.com
Connect your favorite apps with Parrot AI integrations.