Carry the conversation into the work that follows.
A client explains the problem, changes a detail, and mentions something you'll need next week. Use Cue to keep a useful record and turn your notes into a recap, a scope draft, or questions for the next call.
A clearer scope. A useful next step.
Agreed
Start with the onboarding flow. Keep the reporting changes for later.
Still open
Confirm who will review the first draft and when.
From a thought
to the next step.
Capture what matters. Keep the context. Put it to work when you need it.
Capture what you need to act on.
Speak a note after the call while the details are fresh. For conversations you choose to record with participants' agreement, meeting capture is also available in beta. Review names, dates, and commitments before relying on the record.
Keep the scope easy to revisit.
Save requirements, revisions, and unresolved questions in your client notes. Read them before the next conversation so you can see what was agreed and what still needs an answer.
Draft a follow-up from the record.
Ask Cue Chat to turn the notes you choose into a recap. Sourced chat is in beta. Check the draft, adjust the wording, and send it through your usual email tool.
Try it after your next client call.
Make one note with three parts: what was agreed, what is still open, and what happens next. Use it to draft your follow-up.
Explore meetings · betaDraft a client recap from this note. Separate confirmed scope from open questions. Include a deadline only if it appears in the note.
A clearer scope. A useful next step.
Agreed
Start with the onboarding flow. Keep the reporting changes for later.
Still open
Confirm who will review the first draft and when.
From conversation to next step.
A few useful
details.
Will Cue send the follow-up for me?
This workflow produces a draft for you to review and send. Automatic follow-ups are part of the planned Q experience.
Where does the client material go?
Notes are local Markdown files. On-device transcription processes speech on your Mac. Choosing cloud transcription, chat, summaries, or editing sends the relevant input to a provider; connected agents have their own data practices.
What stays on my Mac?
Your notes remain local Markdown files. On-device transcription runs on your Mac. Choosing cloud transcription, summaries, chat, or editing sends the relevant input to a provider. Connected AI tools have their own data practices.
Read the full FAQLeave the next call with a clearer next step.
Start with one conversation and a follow-up you can check against your notes.
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