What happens between the call and the card.

You bring it in, however it came.

Put in the whole thing. The detail you would have left out is often the one that matters in three weeks.

• Paste a transcript, an email thread or a message.
• Drop in a file. Word, PDF, spreadsheets and web pages are all read.
• A photo or a screenshot. A whiteboard or a chat is read as text, so you can search it later.
• A recording. Attach one, or press record for the conversation you did not plan. It is written out for you.
• Or let it come to you. Meetings from Fathom and forwarded email arrive by themselves. See Connections.

It reads it against everything you have.

First it lists every piece of work mentioned, so nothing slips past. Then, for each one, it looks through your board and decides what it is.

• New work becomes a new card, with its steps.
• Updates to existing work go onto that card, even if you started it three weeks ago and nobody named it.
• A date that moved or a step that was added is changed on the card.
• Work you are waiting on is marked with who you are waiting for.
• A standing instruction, like "always copy in the bookings team", is offered as a rule to remember.

It would rather suggest something you dismiss in two seconds than miss something you needed.

You look over what it found.

Everything it suggests waits in one list called To look at. One number tells you whether anything needs you.

• Each suggestion shows its source: the words it came from, who said them and when.
• Each kind has its own colour, so a new card never looks like a change to an old one.
• Untick what is wrong and approve the rest in one go.
• Anything approved can be undone from the history.

It keeps what you were told.

A chat answers and forgets. nicefig holds on to what matters, so you stop explaining your own business to a tool.

• Facts: prices, wording a client insists on, who signs off what.
• Rules: "when we start a campaign, tell the bookings team" becomes a step on every new campaign card.
• Every card keeps its history: the notes, the emails and the calls that shaped it.
• It gets better with time. The more your board holds, the more often an update lands on the right card.

Then it helps you get on with it.

With the work in one true place, the rest of the week gets lighter.

• Ask anything across your calls, emails and notes, and see where the answer came from.
• Chasers for the people you are waiting on, drafted in your words, sent by you.
• Client updates for any period, written from the board.
• Research on a task: a short brief from the web and from your own notes.
• Colleagues: add the people you work with, tag them with @, and see what is between you.
• Your phone: read the board, tick things off and record a conversation on the go.