Giles takes the notes. You take the call.

Giles joins your Microsoft Teams calls and fills in your diligence tracker as people talk, down to the minute it heard each update.

We're starting with a few advisory teams. Everyone else, soon.

Built for advisory and investment teams on Microsoft Teams.

Project Juniper example call Listening

S
Sam12:36

Lease options are all signed, by the way.
M
Marcus12:40

Great. Where did we land on title?
P
Priya12:41

Title commitment's back. Clean, no exceptions.
D
Dana12:43

Phase I is in too. No RECs on the site.
M
Marcus12:44

Love that. And interconnection?
P
Priya12:44

The utility pushed signing to the 30th.

Diligence tracker Juniper Updated 12:44

Title commitment Waiting Received Clean, no exceptionsHeard at 12:41

Phase I ESA Waiting Received No RECs on the siteHeard at 12:43

Lease options Received All signedHeard at 12:36

Interconnection agreement Waiting In progress Pushed signing to the 30thHeard at 12:44

Insurance certificates Waiting

Giles is taking notes so you can actually listen.

Example with made-up names. On a Project Juniper call, Priya says the title commitment is back, clean with no exceptions. Giles highlights the phrase and moves it into the diligence tracker, where Title commitment changes from Waiting to Received, heard at 12:41. The Phase I ESA and the interconnection agreement update the same way.

Coming soon

Giles is in training. Here's what it's learning, in order.

A tracker that fills itself in

Giles joins your Teams call, says hello, and keeps the diligence tracker current while people talk. Every update shows the minute Giles heard it.

A process map that draws itself

Talk through how a process runs. Giles maps the steps, owners and handoffs as you describe them.

Built in: consent on every call, your own private copy, your Microsoft sign-in.