Projects: every client, its own memory
By The Assistly team ·
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 don't answer from your whole work life — you answer from the Acme part of it.
Your notes don't work that way. One long history, 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 isn't where you put a call afterward. It's the context the call happens inside.
Filing happens while you work, not after
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 earns its keep. 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, 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 first and cite what they find — so the guidance in your overlay is grounded in what this client said, not in a lookalike conversation with someone else.
Nothing crosses between clients, and it tells you
If you run several clients at once, you know the quiet fear: the tool that helpfully surfaces client A's roadmap while you're talking to client B.
Projects are a containment boundary, not 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 one place we widen, and only when the project turns up nothing: you can't stop a live call to change scope, and refusing a question you just asked out loud would be its own kind of broken. When that happens, we say so. Every answer lists the calls it drew on and the project each one came from, so a source from outside the client you're on is visible rather than assumed.
General by default — 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 the moment your work needs them and not a moment before. No setup step, no migration, 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. And containment matters more here than anywhere: what one candidate said about their current employer should never surface 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 — 3 sessions a month with the full feature set. Get started for free, or read how the Google Calendar connection powers the switch notice.