A record you can return to.
Open a captured meeting to review the transcript and notes in the context of its client and project.
Capture helps you revisit what was discussed.MEETINGS WITH TABBY
Keep the conversation. Move the work forward.
Let Tabby help capture the client conversation. Return to the transcript and notes, review the important details, and choose what happens next.
Core includes 5 meeting hours/month. Creating proposals or invoices directly from meetings is included in Pro and Studio. Paid subscription; no trial.
Explore resources AN EXAMPLE IN TABFLOW Northwind LLC
Tabflow Illustrative example CLIENT CALL · REVIEW YOUR NOTES
Website redesign
& build.
- Scope
- Redesign, build, and one handoff session
- Timeline
- Six weeks
- Discussed price
- $12,000 fixed
Your review comes next.
HOW IT WORKS
From a client conversation to a reviewed next step.
Set up the assistant, capture the discussion, then make your own decisions about the follow-through.
Select a step to explore Continue reading
TabflowIllustrative exampleRECORD MEETING
Bring Tabby into the conversation.
- Meeting link
- Your online meeting URL
- Client / project
- Northwind LLC / Website redesign
- Assistant
- Tabby
- Join
- Now, or schedule for later
Record meeting
This schedules the assistant, not the client’s calendar event.
TabflowIllustrative exampleMEETING IN PROGRESS
Good work starts with a conversation.
- Client
- Northwind LLC
- Discussion
- Website requirements and next steps
Tabby joins as the meeting assistant.
TabflowIllustrative exampleMEETING NOTES · REVIEW
Website redesign & build.
- Scope
- Redesign, build, and one handoff session
- Timeline
- Six weeks
- Discussed price
- $12,000 fixed
Check the details before using them in a document.
TabflowIllustrative exampleFROM THE MEETING RECORD
A useful next step. Chosen by you.
- Context
- Reviewed meeting transcript
- Document
- Proposal or invoice draft
- Next
- Review services, wording, and amount
Create proposal draft
Direct meeting-to-document creation: Pro and Studio.
Northwind LLC · Website redesign discovery meeting
Illustrative meeting and notes. Meeting capture is available from Core, with 5 hours/month. Creating proposals or invoices directly from meetings is included in Pro and Studio. Paid subscription; no trial.
USEFUL IN THE EVERYDAY
A little more clarity.
At each step.
Tools to help with the details,
with the decisions in your hands.
Details that support client work.
Review the requirements, pricing, and next steps in the conversation before carrying them into your proposal or invoice.
Notes and suggested actions need your review.An intentional next step.
Pro and Studio can create proposal or invoice drafts from the meeting record. You check the output and decide what to send.
Creating a draft does not send it.KEEP THE WORK CONNECTED
Useful beyond the meeting notes.
A request such as “a redesigned website and a handoff session” can inform the services in your next document. Pro and Studio offer direct draft creation; your review still comes before sending.
Built for independent professionals
A PRACTICAL HEAD START
Keep the follow-through clear.
Use adaptive prompts to turn your meeting notes into a client follow-up or a clear offer.
How do I set up the meeting assistant?
Paste an online meeting URL, select the client and project, and have the assistant join now or schedule its join time. Tabflow supports Zoom, Google Meet, and Microsoft Teams meetings. Assistant setup does not book or change your client’s calendar event.
What can I review afterward?
Open the meeting record to review its transcript and meeting notes. Check the captured requirements and commitments before using them in a client document.
Which plans include meetings?
Meeting capture is available from Core, with 5 hours/month. Creating proposals or invoices directly from meetings is included in Pro and Studio. Free does not include meeting capture. Paid subscriptions have no trial.
How do I keep track of meeting usage?
The Meetings page shows the hours used from your monthly allowance. Once the allowance is exhausted, new meeting bots are paused until the next month. This does not cancel the underlying client meeting.
Does Tabby send the next document automatically?
No. Direct creation on Pro and Studio gives you a proposal or invoice draft. Review the details and use the document’s send flow when you are ready.
YOUR NEXT STEP
Make the next conversation easier to follow through on.
Capture the discussion. Review the details. Choose the next step.
Compare meeting plansCore includes 5 meeting hours/month. Creating proposals or invoices directly from meetings is included in Pro and Studio. Paid subscription; no trial.