Industry playbook
Professional Firm
Typical request
“Prepare a client meeting brief from the engagement letter and last workshop notes.”
How it runs in Not Only Office
- 1
Gather sources
Consultant uploads engagement letter, prior minutes, and slide deck to Knowledge.
- 2
Brief outline
Guided task builds agenda, objectives, open decisions, and stakeholder list.
- 3
Cited summary
Chat answers prep questions with links to exact paragraphs in source files.
- 4
Partner review
Engagement lead edits talking points and approves the brief.
- 5
Share
PDF brief emailed to the client team or saved to the project folder.
Pre-built playbook — sign up and run this workflow on your own documents and meetings.