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, goals, tasks, budget, and lead targets, plus adding event staff from 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
Set category allocations, log budget items, run an approval flow, and track actual spend against plan so it feeds the Post-Event ROI report.