Features
Client workspaces that keep you prepared for every meeting, plus a Claude connector, AI agents, a Meeting Capture extension and billing built for consultants.
What sets DailyDashboard apart
Four things you won't find together in a notes app or a generic project tool.
Work with your practice from Claude
DailyDashboard is a remote MCP server. Add the DailyDashboard connector from the Claude connector directory (claude.ai, Claude Desktop or Claude Code) and Claude works with your real client data instead of whatever you paste into the chat.
Read: clients, meetings and transcripts, tasks, follow-ups, decisions, invoices, outstanding balances and the client knowledge base
Write, only if you allow it: create tasks, follow-ups and decisions, close or reword items, and update client details
You approve access on a DailyDashboard consent screen (OAuth 2.1) and can disconnect from Settings at any time
Works in ChatGPT too, through the DailyDashboard plugin or as a custom MCP server
"What's outstanding for Acme, and what did we agree in last week's meeting?"
Agents that run on a schedule
Build agents that run daily, weekly or monthly, or react to events such as a meeting starting soon, a follow-up coming due or a transcript finishing processing. Each agent gets only the tools you choose and emails you what it found.
Start from templates: Meeting Prep, Follow-Up Tracker, Weekly Client Summary, Task Prioritizer, Meeting Action Items, Meeting Recommendations and Client Health Monitor
Pick the tools per agent: client, meeting and billing data, creating tasks and follow-ups, and emailing you a digest
Run them autonomously, or in manual mode where the agent proposes actions and waits for your approval
Each agent gets its own email address, and messages from unknown senders wait for your approval by default
Capture every call from Chrome
The DailyDashboard Meeting Capture extension for Chrome records the captions and chat from Google Meet, Zoom and Teams calls and sends the transcript to the matching meeting. No bot joins the call and no Drive folder is required.
Speaker-labelled captions plus in-meeting chat, matched to the calendar event and the right client
Live suggestions during the call: tasks, follow-ups and decisions show up as they are said, and you accept or ignore each one
Unscheduled calls are not lost: a call with no calendar event is added to that day for you to review
Call length is logged as time on the meeting (rounded to 15 minutes), ready for hourly billing
Transcripts feed meeting summaries, recommendations and the client knowledge base
Billing built for consultants
Meeting time and logged hours roll up into a monthly invoice for each client, whether you bill by the hour or on retainer.
Hourly rates and monthly retainers with included hours, overage at your hourly rate and optional rollover of unused hours
Expenses and credits applied to the right month, with outstanding balances tracked per client
Invoice PDFs generated for you, with optional monthly automation and an emailed billing summary
Connect your own Stripe account and successful payments are recorded against the matching client
Bill Billington
Meet Bill Billington, our billing agent
Bill is a custom agent we built on the DailyDashboard Agents platform, using the same billing tools any Consultant plan user can give their own agents. He keeps an eye on the money so it does not slip between client meetings.
"Bill, who still owes me for last month?"
What Bill does
Totals billed time across every client for this week, last month or the year to date
Lists invoices by month and status: draft, generated, sent, paid or overdue
Shows outstanding balances by client, plus expenses, credits and payments received
Checks retainer usage across the portfolio
Adds a follow-up to the right client when something needs chasing
Emails a billing digest on the schedule you set
Bill is an example, not a separate product. Build your own from the Agents page: describe the job, pick the tools and the schedule, and decide whether it acts on its own or waits for your approval.
Everything else in your client workspace
The day-to-day tools for preparing for meetings, keeping track of what was agreed, and following through.
Daily View and Meeting Prep
See your day at a glance with countdowns, attendees and what changed since your last meeting with each client, so you start every call with the context in front of you.
Google Calendar and Drive
Sync one or more Google Calendars with read-only access. Meetings are matched to clients by attendee email domain, and Drive access is limited to files the app creates or you pick.
AI Meeting Summaries
Each transcript becomes a summary plus tasks, follow-ups, decisions and recommendations filed under the right client. Accept or ignore each suggestion.
Client Workspaces
Tasks, follow-ups, decisions, initiatives, OKRs, team members and documents, all kept with the client they belong to. Track your own projects alongside clients without ever invoicing them.
Client Q&A
Ask a question about any client and get an answer drawn from its meeting transcripts, documents, notes and decisions.
Portfolio Overview
Active clients, open tasks, meetings this week, hours logged and projected billing for the month, across your whole practice.
Voice Memos
Record a thought between meetings. It is transcribed and turned into tasks and initiatives for the right client.
Templates
Keep a library of Google Docs, Sheets and Slides templates and copy them into any client's Drive folder in one step.
Your Choice of AI
Run AI features on Claude, OpenAI or Gemini. Use the included models or bring your own API key, and choose a different model per feature.
Try it with your own clients
Sign in with Google, add your clients and capture your next call. The full product is free for 30 days.
See Use Cases