Before every call
Know who you’re meeting
You have a call at 2:00. About 30 minutes before, a heads-up on your phone opens the meeting: who it is, when, a Join button, when you last spoke, what’s waiting on you and what you remember about them, with where each note came from. After the call, the to-dos are ready for your OK.
Free for 14 days · Every feature included · Sample data shown
Open the meeting and the card shows who they are, when you last spoke and what happened since. Aventide screenshot. Sample data.
Your day
Morning, before the call, after it
1
Each morning
Your Daily Brief lists today’s bookings and calendar, the drafts waiting for your OK and your to-dos. It’s your own: each teammate gets theirs.
2
Before the call
About 30 minutes before, a heads-up on your phone opens the meeting: who, when, Join, and a short summary of what you know about them. On your computer, the meeting card shows the same summary.
3
After the call
On a recorded Google Meet or Zoom call, the recording and transcript land in your notes, private to you. The action items come back as to-dos you approve. What the client said about themselves is offered for your OK, and only what you approve goes on their card.
Your month
Client meetings, bookings, to-dos and blocked time on one calendar, so you can see the day before it starts.
New meeting
Goes on your Google Calendar with a Zoom or Meet link. Nothing is added until you press Schedule.
The 1:55 scramble
Five minutes before, you’re still searching
It’s 1:55 and your 2:00 is Maya. You search your inbox for her last email, scroll your notes for what she asked, check whether her deposit came in and open the invite to find the link. By 2:00 you know half of it.
With Aventide, a heads-up arrives about 30 minutes before and opens the meeting, with Join and her summary on one screen. Every note on it says where it came from.
Inbox search
Notes app
Last invoice
Calendar invite
Maya Chen
Last spoke Oct 28 · Waiting on you since Nov 3 · 2 notes
Illustration of the screen. Sample data.
Each morning, and all day
Your brief, and what needs you
Your Daily Brief · Illustration of the screen. Sample data.
Good morning. Here’s Tuesday.
Today
10:00
Intake call · Jordan Lee
2:00
Discovery call · Maya Chen
Needs your attention
Riverbend’s invoice is 12 days overdue. A reminder is drafted for your OK.
To-dos
Send Maya the recap from Monday’s call
Needs you · Illustration of the screen. Sample data.
Waiting on you
Answer Maya’s question about the proposal
Waiting since Nov 3
Approve 3 to-dos from Monday’s call
From a recorded call
Countersign Jordan’s agreement
Drafted yesterday
One person, one record
Made for people who take bookings. The person card opens from every booking, the Inbox, the client room and People.
What you can count on
Each teammate’s own mail and calendar stay theirs, and so does anything made from them.
Two email addresses become one person only when you say so: merge the cards, or save the address to them.
Prices, promises and business facts are written down only after you approve them.
A card holds what people and your own records tell you. No scores, and no data bought about anyone.
Recordings are never used to train AI, and each stays private to the person who hosted the call.
Memory follows one rule: Aventide remembers how you work, and asks before writing down what is true. Before each call, the heads-up and the meeting card show what you know.
Memory you can see, and forget
Aventide keeps two kinds of notes. Preferences and context are kept quietly, and you can read and forget each one. Prices, promises and business facts wait for your OK. Every note says where it came from.
Kept quietly
Prefers a written recap after each call
From a meeting note · Oct 28
Forget
Mornings work best for calls
From a chat · Oct 30
Forget
Asked first
Agreed to a $2,400 first phase
From a meeting note · Nov 3
Keep
Not now
Moves the launch to January
From an email you approved
Keep
Not now
Illustration of the screen. Sample data. Find your own on the Memory tab and on each client’s card.
Questions people ask
What is the person card?
One page for one person: who they are, when you last spoke, what’s waiting on you, what they’ve booked or bought, and your notes and memory about them. It opens from a booking, the Inbox, the client room and People.
What happens before a meeting?
About 30 minutes before a booked meeting, you get a heads-up on your phone, or in your chat app if you use one. It opens the meeting: who, when, Join, and a short summary of the person. On your computer, the meeting card shows the same summary, and a small notice appears if your phone can’t reach you.
Does it work for people who aren’t clients yet?
Yes. Someone gets a card from a booking, a form or an email, client or not. When you’re ready, Make a client on the card turns them into one.
What counts as Last spoke?
A message they wrote or one you sent, and a call that took place. Reminders, receipts, newsletters, notes and page views don’t count. Waiting on you is shown on its own line.
Can my teammates see my email?
No. Your own Gmail and calendar, and anything made from them, stay yours. Each teammate sees their own mail, plus the shared team inbox if you have one.
How do I see or delete what Aventide remembers?
Open the Memory tab, or the client’s card. Each note shows where it came from, with Forget beside it. Prices, promises and business facts only go in after you approve them.
What if one person uses two email addresses?
Merge their cards. The other address becomes part of the same person, and their bookings, notes and history move over. Aventide never merges two people by itself.
Does the Daily Brief need setting up?
No. Each person gets their own brief each morning on the channel they choose, with today’s bookings and calendar, drafts waiting for an OK and their to-dos.
Does it work with Zoom and Google Meet?
Yes. A booked Google Meet or Zoom call can be recorded by the platform itself, with nothing joining the call. The recording, transcript and to-dos land in the host’s notes, private to them. What the client said about themselves is offered to the host for approval before anything is saved to their card.
Walk into your next call prepared
Free for 14 days, with every feature. Your Daily Brief and memory work from the first day.