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Great Meetings, Win Business.

Improve your productivity by collaborating with participants on Agenda Items, Action Points and notes. Save time by sending an automated Meeting Summary Email.

Run high-value meetings
with every client.

In meetings powered by PlayBooks everyone can see the strategies, game plans and tasks to move business forward.

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Instant Meeting Summary Emails
Save time by sending a Meeting Summary Email to every participant with Action Points and Discussions.
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Showcase your expertise in every meeting
With PlayBooks Create you can publish your own industry, product, service or customer knowledge as 'Plays' you can add into any meeting.
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Leverage a Public Library of expertise in every meeting
Access the Library of Expertise published by industry experts. Add 'Plays' of advice into any meeting to direct discussions and support decisions.
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PlayBooks is used by Business Leaders, Advisors, Coaches, Accountants & Consultants.
Manage all your meetings in one place
Create collaborative agendas
Assign tasks and action points
Record meetings notes and discussions
Send a Meeting Summary Email
Build your own knowledge-base of expertise
Connect any video conferencing tool
Automate scheduling with Calendly
Maintain IP and Contacts Securely
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Game plans for business
With a smart Meetings App combined with libraries of expertise you can create Game Plans for Business in every meeting.
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Connect video conferencing tools
Simply add your Zoom, Google Meet or Microsoft Teams Meeting Link in the location field of your PlayBooks Meeting.
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Automate scheduling with Calendly
When clients schedule an appointment with you through Calendly the meeting and agenda points will be automatically created in your PlayBooks Account.
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Add attachments with OneDrive
Add attachments to your PlayBooks Meeting Agendas or Action points using OneDrive.