Write project briefs from client calls
Turn a kickoff call into a clear brief for the team.
Client delivery · Design and creative studios · When something happens · Updated
Works with
Slack
Granola
Fireflies
Fathom
Otter.ai
Read AI
Zoom
Box
Dropbox
Notion
Microsoft 365How do you write a project brief from a client call?
To write a project brief from a client call, connect Maito to your call notes tool. After a kickoff call it reads the notes and transcript and writes a brief with the goal, deliverables, dates and budget. It flags things the client mentioned but didn't commit to, and saves the brief to your files.
How it's done today
Briefs are rewritten from scattered notes.
What Maito does
- Read the call notes
- Draft goals, scope, deliverables and dates
Example
Loop run: New kickoff call in Granola: Acme rebrand
Brief: Acme rebrand Kickoff today with Mara and Joel from Acme. Goal: a new identity ahead of their Jan 12 launch. Deliverables • Logo system, due Nov 13 • Brand guidelines, due Nov 30 • Website homepage design, due Dec 11 • Launch social kit, due Dec 18 Budget: $48,000, two revision rounds. Catch: Mara said "we might add packaging" at 22 minutes. It's not in the scope, so I left it out and flagged it. Sources: Granola notes, call transcript. Saved as acme-brief.docx in Drive. Sam, does this look right?
@Maito Add a line that packaging is out of scope until a change note is signed. Then it's approved.
Added and saved as final. I'll share it with the team.
Maito (11:35 AM):
Brief: Acme rebrand
Kickoff today with Mara and Joel from Acme.
Goal: a new identity ahead of their Jan 12 launch.
Deliverables
• Logo system, due Nov 13
• Brand guidelines, due Nov 30
• Website homepage design, due Dec 11
• Launch social kit, due Dec 18
Budget: $48,000, two revision rounds.
Catch: Mara said "we might add packaging" at 22 minutes. It's not in the scope, so I left it out and flagged it.
Sources: Granola notes, call transcript. Saved as acme-brief.docx in Drive. Sam, does this look right?
Sam (11:50 AM):
Add a line that packaging is out of scope until a change note is signed. Then it's approved.
Maito (11:51 AM):
Added and saved as final. I'll share it with the team.
How to set it up
- Ask your agent
“After each client kickoff call recorded in Granola, write a one-page project brief with goals, scope, deliverables and dates, save it to the project folder in Drive and post it in #delivery.”
- Connect call notes
- Granola
- Fireflies
- Fathom
- Otter.ai
- Read AI
- Zoom
- Connect files
- Google Drive
- Box
- Dropbox
- Notion
- Microsoft 365
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can only use what was said in the call and written in the notes. Anything agreed outside the call has to be added by you.
Questions
Granola, Fireflies, Fathom, Otter.ai, Read AI and Zoom through MCP. It saves the brief to Drive, Box, Dropbox, Notion or Microsoft 365.
No. It posts the brief for review and waits for your approval before you share it with the team.
Maito leaves them out of the scope and lists them as flags, so you can decide whether to add them.
