How it works

From messy intake to a kickoff packet.

Upload files, generate a task package, review before export—the MVP loop service teams need.

Step 1

Collect intake

Emails, forms, notes, PDFs, chat logs, and your SOP checklist.

Step 2

Interpret the ask

Summarize requirements, dates, budget, and scope signals.

Step 3

Find gaps

Missing assets, unclear deadlines, unanswered questions.

Step 4

Break down tasks

Internal tasks with suggested owners by role.

Step 5

Review & export

Human confirms, then push to Notion, Asana, Linear, or Sheets.

Safety

Human-in-the-loop

Nothing client-facing or price-sensitive auto-sends.

9-step AI pipeline: 1 Read → 2 Summarize → 3 Extract fields → 4 Missing materials 5 Tasks → 6 Owners → 7 Reply draft → 8 Kickoff brief → 9 Export
Start with real data

Process 10 historical client handoffs—free.

See if TaskMender cuts your PM kickoff prep time in half.