Floatboat for consultants and agencies
Floatboat - Turn messy client files into polished deliverables.
Floatboat helps consultants and agencies organize scattered client files, meeting notes, and research into usable deliverables - without making every output feel like a generic AI template.
Client context stays attached
Files, notes, recaps, and research stay tied to the project.
Built for repeatable delivery
Standardize quality without flattening every client output.
Desktop-first AI workspace
Work across local files, browser context, and reusable skills.
Built for client-facing teams that need more than another chat box
Feature 01
Build client briefs from the materials you already have
Upload or connect meeting notes, decks, research, and prior work. Floatboat helps turn them into a structured client brief with goals, constraints, risks, open questions, and recommended workstreams.
Efficiency point
Cut project ramp-up time and reduce missed client context when preparing audits, proposals, or strategy documents.
Best for: Discovery briefs, project kickoffs, audits, proposal prep.
Feature 02
Turn client meetings into recaps people actually use
Turn Google Meet notes or Zoom transcripts into decisions, action items, owners, open questions, promised deliverables, and next-call prep - not just another transcript.
Efficiency point
Move from raw meeting notes to client-ready recaps and next steps faster, especially when managing multiple accounts.
Best for: Account follow-ups, weekly client updates, multi-account management.
Feature 03
Reuse proven workflows without making work feel generic
Standardize repeatable delivery patterns such as competitive audits, messaging reviews, research summaries, and follow-ups while adapting the final output to each client's files, terminology, goals, and project stage.
Efficiency point
Standardize delivery quality without turning client work into generic AI copy.
Best for: Competitive audits, messaging reviews, research summaries, follow-ups.
Feature 04
Keep account knowledge from living only in someone's head
Preserve client history, decisions, recaps, research notes, drafts, and open threads so another teammate can understand the account and continue the work with less handoff friction.
Efficiency point
Make handoffs smoother, reduce repeated questions, and keep client service quality consistent across the team.
Best for: Account history, team handoffs, delivery continuity, open threads.
Delivery layer
Turn your next client folder into a usable first draft.
Designed for client-facing work: briefs, proposals, meeting recaps, research summaries, and handoffs.
Briefs from source materials
Client-ready meeting recaps
Reusable delivery workflows
Persistent account context
Frequently Asked Questions
Is Floatboat built for agencies or individual consultants?+
Both. Solo consultants can use it as an AI workbench, while teams can use it to keep client context and delivery workflows consistent.
Can Floatboat handle different client projects separately?+
Yes. You can organize materials by client or project so research, notes, and outputs stay tied to the right context.
Will it make client work sound generic?+
Floatboat is built to use project-specific context, so drafts can start closer to the client's real situation before your team reviews and finalizes them.
What kinds of deliverables can it help with?+
Common use cases include research briefs, meeting recaps, proposal drafts, competitive analysis, market summaries, and internal project notes.
Turn your next client folder into a usable first draft.
Designed for client-facing work: briefs, proposals, meeting recaps, research summaries, and handoffs.