aenuma App · Guided pilot
Engagement briefings: where every client engagement stands, on one page.
Walk into every steering meeting and client call knowing what was agreed, what is still open and what comes next. aenuma keeps a briefing for each engagement from the emails and meetings you assign, with a source for every statement.
What's in an engagement briefing
A briefing is short. It gets you back into an engagement in a few minutes, even when you are running five at once. It has three parts:
Agreements
What you and the client have decided or committed to: an approved recommendation, a workshop date, a deliverable.
Open questions
What is still pending: data the client owes you, a decision from the sponsor, an answer from your side.
Next steps
Suggestions for what to raise or do next. You confirm yourself when a step is done.
An example
Fictional example: an engagement called “Operations review” for a logistics company, with three emails from last week assigned to it.
The briefing notes: the steering committee approved the three quick-win recommendations (source: email from Oct 7). The warehouse data export is still outstanding; the COO promised it for this week (source: email from Oct 9). The workshop with the site managers has been requested but not confirmed (source: email from Oct 9).
So for your next call you know: the recommendations are approved, the data is still missing and the workshop date is open.
What a briefing is based on
A briefing is based only on the emails and meetings you assign to the engagement, so you decide what it is built from. See how assigning works on the Outlook emails by client engagement page.
When you assign a new source, the briefing updates automatically. Every statement links to the email or meeting it came from, so you can check the exact wording before a steering meeting. Preparing a first meeting with a new client instead? The client meeting package drafts the deck and the talk guide. Comparing options? See how to prepare for meetings in Outlook without a Copilot license.
Reply to clients faster
When a client email comes in, you can start from a draft. It takes the email, the engagement's status and your firm's approved knowledge into account. If your admin allows it, the AI can also draw on approved expert sources.
You see which sources were used and edit the text. aenuma never sends on its own: a reply goes out from aenuma only if you have granted send permission and confirm it. Otherwise you send it yourself from Outlook.
What you should check
A briefing is an AI-generated summary. It can miss details or weigh them incorrectly. Check important statements against the linked source before you make a commitment or decision. More on privacy and AI processing on our security and privacy page.
Create your first engagement briefing
Start with an engagement you are running right now and see how much prep time the briefing saves you. Requesting pilot access is free and carries no obligation.
Request pilot access