Projects: every client, its own memory

Your head already organizes your calls by client. The Tuesday standup is an Acme call, the pricing conversation is a Globex call, and when someone asks "where are we with Acme?", you answer from the Acme part of your work life, not the whole of it.

Your notes don't work that way. They are one long history with every client interleaved, and the budget number you half-remember could have come from either account. That costs you twice: before calls, where catching up means scrolling, and during them, where the last thing you want is a tool confidently handing you another client's number.

Projects fix both. Each client, deal, or search gets its own project. Calls land in it as you take them, and every answer draws from that project's calls alone.

One active project, chosen in one tap

A project is a small pill on the app's command bar. One is active at a time, and the sessions you run go into it: transcript, recap, action items, all of it. Switch the pill and you've switched whose world you're working in.

That single-active-project model is deliberate. Meeting tools have offered folders for years (Granola, Otter, and Fireflies all have a version of them), and folders share one failure mode: they're filing cabinets you have to remember to file into, usually on a Friday afternoon. A project is the context the call happens inside, rather than a place you put it afterward.

Filing happens while you work

Set the active project and the sorting is already done. There's no "file this" step, because the call was never loose.

The one case that needs help is the mismatch: you're set to Acme and a Globex call starts. That's where your calendar helps. If the invite matches a different project, a single notice offers the switch. One tap moves this call and points the next ones the same way. Dismiss it and nothing nags you again.

For that to work, a project needs to know its own thread. When you create one, the editor shows what it already sees in your recent calls, grouped into meetings, people, and companies. Tap the Acme weekly, the two people you always talk to, and acme.com. Three taps, once.

Nothing is ever added behind your back. A project matches on exactly what you put in it, so a single call with an outside vendor can't quietly turn their company into an Acme signal, and the list stays yours to edit.

Ask Acme Corp anything

Filing is the boring half. The reason projects exist is what they do to answers.

Your session history already takes questions: ask in plain language and get a direct response with citations that open the exact moment something was said. Point History at a project and that whole ability narrows to the client at hand. "What did we agree on pricing?" means with Acme. "What are the open action items?" means Acme's. The ask box reads "Ask Acme Corp anything," because that's what it does.

You don't have to switch projects to read one, either. History lists every project across the top: open Globex, ask it a question, come back, and the project your next call files into never moved. Browsing is not filing.

The same scoping works mid-call. When the conversation touches something from three weeks ago, Assistly's history lookups search the active client's calls and cite what they find, so the guidance in your overlay is grounded in what this client said rather than in a lookalike conversation with someone else.

Nothing crosses between clients

If you run several clients at once, you know the quiet fear: the tool that helpfully brings up client A's roadmap while you're talking to client B.

Projects are a containment boundary rather than a label. Ask a project a question in History and the answer comes from that project's calls, full stop. If it has nothing to say, it says so rather than reaching next door.

Mid-call is the same rule, with no exception. A lookup inside a project call searches that project and stops there, and so does the brief of earlier meetings you get before the call starts. If the answer is one client over, Assistly tells you it found nothing here rather than fetching it. That's a worse answer to one question, and it's the only version of this promise worth making. Every answer still lists the calls it drew on, so what grounded it is visible rather than assumed. To search everything, ask from History with no project selected.

General by default, with nothing to organize

If you never create a project, nothing changes. Every session lives in General, the pill stays out of your way, and the feature is effectively invisible. Projects are opt-in: they appear when your work needs them and not before. There is no setup step, no migration, and no empty taxonomy demanding to be filled.

General isn't a project, either. It means unfiled, so asking there searches everything you've recorded, filed or not. Organizing your history never hides it from you.

What people use it for

Consultants and agencies: a project per engagement. Three clients means three interleaved histories and a pre-call scroll to remember where each one stands. With a project per engagement, Thursday's prep is one question, "what do I owe Acme?", answered from Acme's calls, with the meeting each item came from. The engagement's record is also the handover document if someone else picks it up.

Sales: a project per deal. Objections, pricing history, and who the champion is all stay with the account. Mid-call, when they say "you quoted us something different in May," the lookup pulls from this deal's thread instead of a similar conversation with a different logo. After a close, the project is the account history the CSM inherits.

Recruiters: a project per role. Every candidate call for one search in one place. "Which candidates have run Postgres at scale?" becomes a question rather than an afternoon. Containment matters more here than anywhere: what one candidate said about their current employer should never come up in a call about a different search.

Founders and operators: a project per workstream. Fundraising in one, hiring in another, the board in a third. Investor calls stop being interleaved with standups, and "what did we tell investors about runway?" comes back with the quote and the date instead of a vague memory.

Try it on your next client call

Projects are available now in Assistly for macOS and Windows. Create one from the command bar, tap in its meeting and its people, and take your next call.

It's free to start, with 3 sessions a month and the full feature set. Get started for free, or read how the Google Calendar connection powers the switch notice.