Scale without compromise
Double your capacity without doubling your risk.
Automated Workflow
From insight to action
Retain spots what needs doing, builds the plan, and executes—one click.
Work that does itself
Retain doesn't wait for you to assign tasks. It draws on everything your team knows—decisions made, expertise shared, insights captured—to surface what matters and build executable plans to get it done.
Review a proposal. Send a follow-up. Prep the deck. Each action is ready to fire, grounded in the institutional knowledge your agent has at its fingertips.
Live Processing
Ticket Created Proposal Sent
Why it matters
Most AI makes you the project manager. You identify the task, break it down, provide the context, review the output, and iterate again and again.
Retain flips this: the agent proposes the work, you approve, and finalize before sending.
40%
Less Admin Time
2x
Faster Execution
Never miss a deliverable or deadline
Every conversation contains commitments. Retain captures them once and creates a living
knowledge base your agent can search, reason over, and act on.
Your institutional knowledge, finally accessible
Ask "What concerns did Sarah raise about the Q3 budget?" or "When did we last discuss the
pricing strategy?" Retain captures and organizes every conversation, so critical context
never walks out the door.
Everything in One Place
Meetings, commitments, and deadlines
Turn conversations into clarity. Retain tracks who promised what and when, so you can focus on
execution instead of playing detective with your own notes.
As easy as 1, 2, 3
Retain's intelligence is crafted from your business
Q4 Strategy & Budget Review
Capturing transcription
Stop
Analyzing key decisions...
Your strategic insights are ready!
“Q4 Strategy & Budget Review” summary
2:47 PM
Leadership aligned on Q4 priorities, budget allocation for product development, and competitive
positioning strategy. Key decisions made on resource allocation and timeline adjustments.
Strategic Dashboard
Tasks Created
Finalize product roadmap for enterprise features
Product Roadmap Hub
Due: Oct 31
Draft competitive analysis for board presentation
Competitive Intelligence
Due: Nov 3
Allocate additional $2M to engineering hiring
Financial Overview
Due: Nov 10
Launch customer research initiative by Nov 15
Strategic Dashboard
Due: Nov 15
Review pricing strategy for new market segment
Marketing Campaign
Due: Nov 20
Calendar Event Created
Tomorrow 10:00 AM — Follow-up Product Meeting
Private by Default
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