Meetings, notes and files kept next to the work
Schedule Zoom, Google Meet and Teams calls against a project, keep notes and files beside the work they concern, and automate the repetitive parts of delivery.
- Meetings, notes and files on every plan
- AI follow-ups you approve
- Visual workflows, no code
Calendar
AI follow-ups · proposed
- Send revised scope to NorthwindConfirm
- Book QA pass for portalConfirm
- Update handoff checklistConfirm
Nothing is created until you confirm
- / meeting providers: Zoom, Meet and Teams
- 3
- / AI follow-ups created without approval
- 0
- / include meetings, notes and files
- All plans
From the call to the next piece of work
Everything a project generates outside the task list stays attached to the project.
- 01
Schedule against the project
Connect Zoom, Google Meet or Teams once; a meeting then creates the call, attaches the link and reminds attendees.
- 02
Write it down beside the work
Notes start personal and can be shared with the workspace or attached to a project, where people actually look.
- 03
Turn outcomes into work
With the AI Assistant on, a meeting drafts follow-up tasks as proposals you review and confirm.
- 04
Automate what repeats
Recurring tasks respawn when the last one is finished, and workflows run a trigger, conditions and actions for you.
The work around the work
Meetings, notes, files and workflows are on every plan and switched on by default.
- 01
Meetings
Zoom, Google Meet and Teams calls scheduled against a project, on the calendar with a join link and reminders.
- 02
Notes
Personal or shared, attached to a project, with reminders and read-only published links.
- 03
File storage
Attachments on tasks and projects that inherit the project's access.
- 04
Workflows
Drag-and-drop automation: triggers, conditions, and actions like assign, post, webhook or an AI step.
- 05
Recurring tasks
Work that repeats, spawned when the last occurrence is completed or closed.
- 06
Voice input
Dictate tasks, notes, comments and agent instructions, reviewed as text before anything is saved.
Meetings and knowledge detail
Where each piece of writing and automation lives, and who can see it.
- Three meeting providersMeetings
- Connect Zoom, Google Meet or Microsoft Teams under Settings → Integrations and scheduling creates the call.
- Follow-ups as proposalsMeetings
- Drafted follow-up tasks are reviewed and confirmed; nothing reaches the board without a person approving it.
- Published notesNotes
- A note can be published as a read-only link for people without an account; secrets belong in the vault, never in a note.
- Access by projectFile storage
- Files are scoped to the project, so project access governs who sees them; share with clients through the portal.
- No piled-up copiesRecurring tasks
- The next occurrence spawns when the current one is completed or closed, so a slipped task never stacks unfinished duplicates.
- Signed webhook actionsWorkflows
- A workflow can call your own systems using the same signed-webhook mechanism as Webhooks.
- Confirm before createVoice Input
- Spoken instructions to the agent show the action they will take and wait for you to confirm.
The modules behind this page.
Worksynk ships as modules a workspace owner switches on under Settings → Modules. Most are off by default even when your plan covers them; pricing shows what each plan includes.
- Integrations01MeetingsSchedule Zoom, Google Meet, and Teams calls against a project.Read the guide ↗ for Meetings (opens the docs)
- Plan and track02NotesShared and personal writing, kept next to the work.Read the guide ↗ for Notes (opens the docs)
- Plan and track03File storageAttachments on tasks and projects.Read the guide ↗ for File storage (opens the docs)
- Plan and track04WorkflowsDrag-and-drop automation for delivery operations.Read the guide ↗ for Workflows (opens the docs)
- Plan and track05Recurring tasksWork that repeats on a schedule.Read the guide ↗ for Recurring tasks (opens the docs)
- AI06Voice InputSpeak instead of typing — dictate tasks, notes, comments and instructions.Read the guide ↗ for Voice Input (opens the docs)
Common questions
Which meeting tools are supported?
Zoom, Google Meet and Microsoft Teams. Connect one under Settings → Integrations and scheduling a meeting against a project creates the call and attaches the link.
Does the AI create tasks from meetings by itself?
No. With the AI Assistant enabled, a meeting can draft follow-up tasks, but they are proposals you review and confirm; nothing appears on the board without a person approving it.
Why didn't my recurring task create a new copy?
The next occurrence spawns when the current one is completed or closed, not on a fixed calendar tick, so a task that slipped doesn't silently pile up unfinished copies.
Can workflows call our own systems?
Yes. A workflow action can call a webhook, using the same signed mechanism as Webhooks, alongside assigning people, posting to a linked chat channel, or running an AI step.
Where to go next.
- PlatformWork items & sprintsTasks carry status, type, priority, assignee, and dates. Sprints pace the work, milestones give it a dated outcome, and timers make the hours honest enough to bill from.Explore
- PlatformAI agents & MCPThe assistant answers questions about live projects, tasks, and time — and can act on them. It can only do what you can do, and you decide up front whether it can write at all.Explore
- SolutionsExecutivesThe executive summary puts each project on a single row with its delivery confidence — and because the score is captured daily, you get direction of travel rather than a snapshot.Explore
/ Get started
Stop finding out about risk in the retro.
Score every project, catch scope creep while it is still cheap, and give clients a seat at the table, without another status meeting.
- Free, full platform
- 90 days
- Nothing up front
- No card
- Guided walkthrough
- 20 min