Keep your projects. Share the Snapshot.
Keep working in Jira, Excel or Monday. Turn notes or a tracker export into a branded, shareable Snapshot report your stakeholders can question, plus RAID logs, project documents and PDF or Word downloads. £14.99 a month.
How it works
Paste notes or upload a tracker
Meeting notes, an email thread, bullet points, or a CSV/Excel export from Jira, Monday, Smartsheet or Microsoft Project.
Alex drafts the pack
RAG status with a reason, executive summary, outcomes, next steps, milestones and a RAID log. Only facts from your notes, never invented people.
Review, approve, share
Publish a branded web Snapshot with a personalised host and optional reader questions. PDF and Word downloads are included too.
Next week, just paste what changed
Saved projects compare with last week and list what moved, so the weekly pack takes minutes.
Wipe after download
For work you can't store in another tool. Your notes are processed to draft the pack and shown back to you. No private pack is saved unless you choose to save it. Download, then wipe the session; it also clears itself after 15 minutes idle. Publishing a Snapshot separately stores the approved report and company logo so the link works, until you delete it. Your text is never used to train AI models.
Save to your private workspace
Keep private weekly history for up to 2 projects. Only the Snapshot you explicitly approve is shared. Next week, paste what changed and Alex lists what moved since the last pack.
Works with what you already use
Export from your tracker as CSV or Excel. Task, status, owner, due date, progress and notes columns are picked up automatically, whatever they're called. No integration, no IT ticket, nothing to migrate.
When you're ready to run a project live, with plans that ripple, change control and the full delivery lifecycle, Pro includes everything in Assistant. Compare plans.
Assistant
£14.99/month
or £149 a year. Cancel any time.
- AI status packs from pasted notes or a CSV/Excel tracker
- Shareable web Snapshot reports with company branding
- Personalised report host and optional reader questions
- AI RAID log extraction
- Project documents from your own context
- Gold Pass PDF and Word downloads
- Wipe local drafts or save privately; publishing stores the report
- Save up to 2 projects with weekly history
- 250 AI credits per month