What's included
Install the assistant once in the AI tool you already use, say “Set up my RAID log”, and you're ready for your next meeting. Here's what's in the pack.
An Excel workbook and a Notion template with ready-made views. Both have dropdowns and overdue and stale flags.
Reconcile meetings, draft the follow-up email, import your existing log, run a health check, and more. Work in Claude, ChatGPT or Copilot.
Install once, then just talk to it: “Log this meeting”, “Weekly sweep”, “Health check”. In Microsoft 365 and Teams, or in Claude. ChatGPT gets a one-paste setup.
One page to get set up, one page of what to say, the full guide with a worked example, and a one-pager to get IT's approval.
Setup
Each has its own folder in the pack and a column on the Start Here card. After setup, it asks a few questions (a full RAID log or just actions and decisions, Excel or Notion, your regular meetings, any existing log) and hands you a log that's ready to use.
1 - Claude · About 3 minutes
Builds your Excel log for you, or works straight from your Notion log once Notion is connected in Claude. Updates it after you approve.
2 - Microsoft Copilot · About 10 minutes
Works inside Microsoft 365 and straight after Teams meetings.
3 - ChatGPT and other AI · About 2 minutes
Other tools: paste the same text as your first message.
Template or full pack
| Template (£49) | Individual, Team, Organisation | |
|---|---|---|
| Excel RAID log template and worked example | Yes | Yes |
| Notion template with ready-made views | – | Yes |
| Claude skill, Copilot agent and ChatGPT setup | – | Yes |
| Seven AI prompts and Teams prompts | – | Yes |
| Start Here and What to Say cards | – | Yes |
| Full guide with worked example | – | Yes |
| IT approval one-pager | – | Yes |
| Legal sector library (free gift) | – | Yes |
| Example transcript to practise on | – | Yes |
The Legal sector library: 25 common law-firm programme risks, worded ready to log with typical owners and mitigations, plus legal conventions for the AI. With every Individual, Team and Organisation licence.
There's nothing to install and no data comes to us. It runs inside the AI tool you already use.
Download the one-page summary for IT