We're building PrepActions in phases, starting with the Chrome extension and expanding to a full platform. This roadmap shows what's launching now and what's coming next.
1
Chrome Extension
Recap + Prep
Launching SoonQ1 2026
AI-powered meeting recaps with decisions, commitments, and next steps
Meeting prep cards with past 3 months of client context
Action item tracking with categories (Technical, Commercial, Scope, Timeline, Approval)
Deal momentum per meeting (Accelerating, Steady, Stalling, At Risk)
Professional recap export (copy to clipboard for email)
Chrome storage for all recap history
2
Web Dashboard
Analytics + Search
Coming SoonQ2 2026
Deal momentum trends over time (track client engagement patterns)
Red flag alerts (clients not responding 10+ days, meetings postponed)
Advanced analytics across all clients (engagement patterns, win rates)
Search and filter all past recaps (find decisions from months ago)
Historical action item completion rates
Client health dashboard (overview of all active clients)
3
Team & Collaboration
Shared Intelligence
PlannedQ3 2026
Team workspaces (share recaps with colleagues)
Shared client contexts (see all team interactions with a client)
Handoff templates (smooth transitions when changing consultants)
Team analytics (firm-wide insights)
Role-based access control
Collaborative action items
4
Advanced Integrations
Connected Workflows
FutureQ4 2026+
Calendar sync (auto-generate prep cards before meetings)
Email integration (send recaps directly from PrepActions)
CRM connections (Salesforce, HubSpot, Pipedrive)
Slack/Teams notifications (stay updated on deal momentum)
API access (build custom integrations)
Mobile app (iOS and Android)
Join the waitlist for early access
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