Planning a Conference
Everything before the event - the setup wizard, AI task planning, schedules, and budgets.
Creating a Conference with the Setup Wizard
Walk through the five-step conference wizard: details, ideal customer profile and leads, goals, tasks, and budget, plus adding event staff in step one.
Plan a Conference with the AI Task Planner
Upload exhibitor manuals and order forms. Claude reads them, extracts deadlines and quantities, and builds a task plan you review before it lands.
Managing Tasks: Board, Sub-Tasks, and Blockers
Run conference prep on a kanban board with statuses, sub-tasks, comments, attachments, due dates, dependencies, and reusable task templates.
Booth Planner: Shifts, Sessions, and Schedules
Plan booth shifts, add session schedules, assign multiple people to blocks, import the agenda with AI, and export printable day schedules.
Budget Planning, Approvals, and Tracking
Plan spend by category and per person, log and approve budget items, and track actuals against plan so it feeds the Post-Event ROI report.
Attendee Notes: Keep Your Own Notes From Each Conference
Write, photograph, or dictate notes from a conference. Notes stay private to you and workspace admins, and you can edit them any time after the event.