The agency operating system for AI & automation firms
Every client conversation,
carried through to delivery.
Connect your calendar and Gmail. Said & Done records and transcribes eligible meetings, then turns real client evidence into commitments, health signals, updates, opportunity audits, and reviewed implementation work.
$99/month · Monthly billing · Cancel anytime · First 10 customers
Google & Microsoft Calendar · Gmail · GitHub · Your preferred AI provider
“We need the Q3 audit before the board sees budget numbers.”
“Can someone recap this for the team that couldn’t make it?”
From client conversation to accountable delivery
Great work can still lose clients when promises disappear between meetings, follow-ups arrive late, or stakeholders cannot see the progress. Said & Done keeps the evidence and the delivery connected.
- 1
It joins the conversation
Connect Google or Microsoft Calendar. The visible Said & Done Notetaker records and transcribes eligible future video meetings; read-only Gmail brings client email into the same workflow.
- 2
It finds what matters
Confirm the client, then generate evidence-backed summaries, commitments, owners, due dates, risks, sentiment, and executive briefs. Every claim stays connected to its source.
- 3
It keeps delivery accountable
Track requests across meetings and email, reconcile follow-up messages against open work, monitor account health, and draft scheduled client updates from confirmed events.
- 4
You deliver — with proof
Create evidence-backed opportunity audits, turn approved software work into GitHub issues, and give clients a shared view of progress through their portal.
One operating system from discovery through delivery
Ask what was promised, see what needs attention, and follow the source all the way back to the conversation.
Meetings, captured
A visible Said & Done Notetaker joins eligible calendar meetings, records the conversation, and produces a speaker-attributed transcript with playback for up to one year.
Follow-through, evidenced
Read-only Gmail sync identifies new client requests, connects duplicate evidence, and recognizes follow-up messages that prove open work was completed.
Account health you can explain
See engagement, sentiment trajectory, execution velocity, unresolved risk, responsiveness, and recommended next actions in one client view.
Client-ready deliverables
Draft scheduled client updates and generate AI and automation opportunity audits on demand, with source evidence behind the claims.
From commitment to GitHub
Turn software-related action items into reviewed implementation briefs, approved GitHub issues, and queued execution handoffs.
Progress clients can see
Give invited contacts a shared view of relevant meetings, action items, reports, timeline events, and current billing-cycle progress.
Founding membership
One clear plan for the first 10 customers.
Sign up and start self-serve—no sales call required. Billing is monthly with no annual commitment. Bring credentials for a supported AI provider; your provider bills model usage separately. Cancel anytime.
Included usage quotas are shared across the workspace, not reset per user.
- Up to 3 internal workspace users, including the owner
- 20 native notetaker hours each month, with additional use only after your approval
- 5 GB of walkthrough storage
- Evidence-backed summaries, action items, risks, and account-health signals
- Read-only Gmail intelligence and scheduled client update drafts
- Opportunity audits, client portal, and reviewed GitHub handoffs
- One optional 45-minute founder onboarding session
- Founder support with a response within one business day, Monday–Friday
Need more than 20 notetaker hours or 5 GB of walkthrough storage? We will discuss the expected use and get your approval before adding charges or changing service.
Fair questions
How does the notetaker work? Do clients see it?
Connect Google or Microsoft Calendar and the Said & Done Notetaker is scheduled for eligible future video meetings. It joins as a visible, named participant, records the meeting, and creates a speaker-attributed transcript. Meeting hosts can deny admission or remove it at any time.
Can we stop the notetaker from recording a meeting?
Yes. The host can deny admission or remove the visible notetaker to stop further recording. Disconnecting a calendar removes its future scheduled notetakers. Media captured before removal may remain available during the one-year retention window, and transcript upload is always available as an alternative.
Are recordings available after the meeting?
Yes. Authorized users can replay a native notetaker recording for up to one year and follow the transcript word by word. Active meeting-summary share links can also provide recording playback to their intended recipients.
What does the Gmail connection do?
Said & Done requests read-only access to message content and settings and searches recent and ongoing mail for known client contacts and domains. Candidate content is processed by your selected AI provider, but the message is retained only when it produces client-delivery value such as a request, action item, completion, risk, decision, or material event. Rejected messages keep only opaque Gmail IDs for deduplication—not their subject, sender, snippet, labels, or body. Said & Done cannot send, edit, or delete email in Gmail, does not sell Google data, and does not use it for advertising or generalized AI-model training.
Which AI models does it use?
Your choice. Use a supported provider such as Anthropic Claude, OpenAI, Google Gemini, Mistral, DeepSeek, Groq, and others. You bring the credential and pay that provider directly for model usage. Provider credentials are encrypted at rest and used only for your account’s processing.
What is included in the $99 Founder plan?
The monthly Founder plan includes up to 3 internal workspace users, including the owner, plus 20 native notetaker hours, 5 GB of walkthrough storage, one optional 45-minute onboarding session, and founder support with a response within one business day, Monday through Friday. Usage quotas are shared across the workspace, not multiplied per user. You can sign up and start self-serve with no sales call. If you need additional notetaker or storage use, we will discuss it and get your approval first.
Is our client data safe?
OAuth tokens, API keys, and similar credentials stored by Said & Done are encrypted, and the service uses scoped access controls and separate internal and client-portal paths. Calendar access is read-only; Recall.ai receives and manages the Calendar credential to sync events and schedule the notetaker. No system is risk-free, so Said & Done also limits share access and supports revocation and integration disconnects.
What do clients actually see in the portal?
Invited contacts see content that is published for their audience, including relevant meeting summaries and insights, assigned action items, reports, confirmed timeline events, and billing-cycle progress. Full transcripts and raw AI output are not exposed through the client portal.