Turn every client meeting into clear reports, action items and automated workflows.

Effortless Client Reporting &

Workflow Automation for Agencies

Jamy helps agencies document client calls, generate polished reports and automate follow-ups so your team can spend less time on admin and more time delivering results.

4.9/5 from 1,000+ reviews
Used across 100+ global companies
1,000,000+ meeting minutes processed

Available on Pro plans for teams working across languages and regions

Introduction to Jamy

Jamy for Modern Agencies

Agencies run on meetings. Client updates, campaign reviews, strategy sessions, performance check-ins. Jamy captures everything discussed in those meetings and turns conversations into structured client reports, tasks and insights automatically.

From creative agencies to performance marketing and consultancies, Jamy helps teams stay organised, consistent and accountable, without manual note-taking or reporting overhead.

Benefits of Jamy for Agencies

Automate client meeting notes and reports

Deliver consistent, professional updates to every client

Reduce admin time across account managers and strategists

Keep internal teams aligned on next steps

Scale client reporting without adding operational complexity

Automated Client Meeting Documentation

Jamy joins your client calls and captures everything automatically, including recordings, transcripts, summaries and action items, so nothing is missed or forgotten.

Every meeting becomes a reliable source of truth for both internal teams and client-facing updates.

Core Features for Agency Workflows

AI Client Meeting Summaries

Clear, structured summaries ready to share.

Automatically generated after every call
Highlights decisions, feedback, risks and next steps
Consistent format across all clients
Perfect for weekly updates and review calls

Automated Client Reporting

Turn conversations into deliverables.

Create polished client reports from meeting data
Use custom templates for different clients or services
Reduce time spent writing post-call summaries
Maintain consistent reporting quality at scale

Task Extraction & Ownership

Nothing slips through the cracks.

Automatically detect action items during calls
Assign owners and due dates instantly
Sync tasks to Trello, Monday or Slack
Keep delivery teams aligned after every meeting

Workflow Automation for Agencies

Automate your entire post-meeting process.

Trigger workflows via webhooks
Send reports to clients automatically
Update internal systems without manual work
Connect Jamy to your existing agency stack

Centralised Client Knowledge

One hub for every client conversation.

Search past meetings by client, topic or keyword
Track decisions and feedback over time
Onboard new team members faster
Maintain continuity even when account managers change

How Jamy Fits Into Agency Workflows

Step 1

Jamy Joins Client Calls Automatically

Connect your calendar and select which client meetings Jamy should attend: status updates, reviews, planning sessions and retrospectives.

Step 2

Capture, Summarise & Extract Tasks

Jamy records the call, generates summaries, captures feedback and extracts action items in real time.

Step 3

Share Reports & Trigger Workflows

Send client-ready summaries via email or Slack, and sync tasks directly into your project management tools.

Perfect for Agency Teams

Account managers
Project managers
Strategists and consultants
Creative and performance marketing teams
Client success and delivery teams

Why Agencies Choose Jamy

Built for Client-Facing Work

Jamy creates clean, professional outputs suitable for sharing directly with clients.

Consistent Reporting at Scale

Standardised templates ensure every client receives the same level of clarity and quality.

Less Admin, More Billable Time

Reduce time spent writing notes and reports after meetings.

Ask Jamy — Instant Client Insights

Ask questions like:
  • ‘What feedback did the client give last week?’
  • ‘What were the agreed next steps for this account?’
  • ‘Summarise all campaign changes discussed this month.’

Integrations for Agency Teams

Works With the Tools You Already Use

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Zoom

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Google Meet

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Microsoft Teams

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Slack

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Trello

Monday.com

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Notion

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Google Docs

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Gmail

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Outlook

Testimonials

Loved by High-Performing Teams Worldwide

I used to spend hours writing notes. Now Jamy sends me a summary and action list before the call ends.

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Alexia Lafitau
CEO at Odys.travel

Jamy’s real-time translation has transformed our global sales calls. Our teams can now connect with clients anywhere without missing a detail.

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Chris Chaput
COO at Cadana

The free plan was generous enough for us to try properly. Within two weeks, we upgraded the whole team to Pro.

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A. Sanchez
Founder at Taiga Floors
Security & Privacy

Your information stays encrypted, protected and fully under your control.

End-to-end encrypted
SOC2/GDPR ready
Full control over what gets recorded
Custom vocabulary and brand controls
Protect sensitive notes with advanced security controls
FAQ's

Frequently Asked Questions

How good is the free plan?

Very. You get 5 meeting transcriptions per month with smart summaries, ideal before upgrading.

Upgrade to Pro for unlimited meetings and advanced features like real-time translation.

Yes. Jamy is SOC 2 Type II compliant, uses enterprise-grade encryption and never trains AI models on your data.

Jamy transcribes in 100+ languages, with real-time translation available across them all.

Yes, including real-time transcripts, summaries, speaker labels and action items.

No, you’re always in control. Jamy only joins when you invite it.

No unexpected participants. Jamy only joins with your permission.

Not the same feature, but you can search and interact with your transcripts to find insights instantly.

Start building today!

Automate Client Reporting Without Losing the Human Touch

No credit card required · Works with Zoom, Meet, Teams & phone calls
No credit card required.