Meaningful
Products · Inbox Agent

An operations teammate that clears the inbox before you do.

The agent reads what lands in your inbox, sorts it, and writes a reply under each one. Nothing leaves until you approve it.

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Inbox Agent

3 need you · 1 sent today

Open an email, approve its actions, then send

Product illustrations use example data and are not customer results. Confirm the specific workflow, integrations and configuration in your walkthrough.

Your inbox is sorted, and the rest of your day is already on one screen.

Five parts of your day, in the order you meet them. Each one on a real screen, not a chat window.

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  • Triaged inbox with one draft open

    01Inbox Agent

    Your inbox, triaged, with replies drafted for review.

    You open the inbox to a short list of what actually needs you, with a reply already written under each.

  • Home view: meetings with prep cards, task timeline below

    02Home · Meetings · Tasks

    The day laid out before it starts.

    You walk into the renewal call already knowing the last gift and the renewal date, and the week’s tasks are laid out beside it.

  • Action items list with checkboxes and “Approve as tasks”

    03Meetings · Notetaker

    From the call to the task list, without retyping.

    You leave the call and the follow-ups are already written down. Tick the ones you want and they become tasks.

  • Shared inbox with team members and send rights

    04Team Inbox

    One inbox the whole team works from.

    Whoever’s free answers first, and nobody sends a second reply an hour later.

  • Settings panel: summary recipients and notetaker name preview

    05Settings

    You decide how it works, up front.

    You set it once and it stays set. Your configuration is the only thing it acts on.

Works where your meetings and mail already live.

Connect your calendar and video tools once. The notetaker joins the calls on your calendar.

Google Workspace

Calendar events feed your Meetings view, and Google Meet links work with the notetaker.

Outlook

Connect a supported Outlook mailbox. Review access, sync scope and workflow requirements in a walkthrough.

Action Hub · Projects & Tasks

Four ways to look at the same work.

Projects hold the tasks, and you read them as a list, a table, a Kanban board, or a Gantt chart you can drag to reschedule. Change a project’s status and its automations add the tasks that come next.

  1. 1Move tasks as work gets done
  2. 2Change the status and the next tasks appear
  • List, Table, Kanban, Gantt
  • Automations on status change
  • Saved team and personal views
  • Custom properties per project
  • Repeating tasks and templates
  • Import and export what you see

Call them what your team calls them: project and task names are yours to set.

Example: a Spring Gala project board. A task moves to Completed and the project is confirmed, so a stage rule adds the task that comes next.

Products

One platform, built the same way everywhere.

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Questions before the demo.

Bring your workflow. See Meaningful in action.

Tell us what you use today and what you need next. Please do not include member or donor personal data.

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