1
Upload a good example
A report, summary or email you are happy with is enough to get started.
Your example is the format
From conversation to a document in your organisation's style.
Turn conversations, notes and files into a report, quote or follow-up email. In your organisation's style, ready to review and share.
Record a conversationIn person or onlineUpload audioUse an existing recordingPaste textTranscript or notes
You decide what happens next: save as a draft, send automatically after approval or pass the result to your CRM.
Show it once. Keep getting your style back.
✓ No templates to build✓ Your data does not train AI✓ You check before anything is sent
Example providedSample report.docx12 pages · processed securely
Style fingerprintRapportly recognizes your choices
- ✓ Consistent chapter structure
- ✓ Direct, professional tone
- ✓ Short conclusions per section
New input processedNew report in the same style
Ready to review✓Example
✓Input
✓Your style
4Ready
How it works
From your example to every document that follows.
You do not build fields, rules or templates. Rapportly learns from work you already like.2
Provide the new input
Record a conversation or add audio, a transcript, notes and documents.
3
Get it back in your style
Rapportly uses the same structure, tone and look. You review and adjust.
See what actually changes
From an existing example to new work, without rebuilding a template.
Switch between a report and an email. The coloured style threads show which choices from the example return in the new result.Your exampleQuarterly advice 2025
We start with a short management summary that makes the key decision immediately visible.
Each chapter ends with a concrete conclusion and what it means for the client.
The language is professional, personal and free of unnecessary jargon.
New inputQuarterly meeting recording
- Revenue grows faster than expected
- Client wants expansion in two stages
- Decision needed before 15 August
Summary firstConclusion per chapterProfessional and personal
Result in your styleTwo-stage expansion advice
✓Growth creates room to expand, provided the investment is divided into two manageable stages.
Summary
Start with the core decision and its most important reasoning.
Our conclusion
Choose stage one now and schedule the second decision before 15 August.
Next steps
Record owners and immediate actions directly.
This demonstration uses fictional content. In Rapportly, you choose your own document as the style source and always review the result.
Why this works differently
No generic AI text. No format builder. Work that still feels like yours.
Rapportly learns from an existing example and reuses that style for every new output.Your example becomes the style
Structure, tone and look are derived from work you select yourself.
Reports and emails
Use an appropriate example for each document type and keep every output recognizable.
No templates to build
No placing fields or programming rules. One good example is enough.
Adjust and reuse
Refine the output and reuse your improved way of working next time.
Multilingual work
A second version for your file, in any language.
Create a separate file copy in any language alongside the original report. Structure and meaning remain the same; you review it before use.Look inside Rapportly
See how your example becomes the consistent line.
Real product elements with fictional content, so you can see how Rapportly reuses your style.01
Rapportly learns from work you already like
Upload a sample report or email. Rapportly recognizes the chapter structure, writing style and recurring choices without making you rebuild a format.
Style profileReporting in my style
Analysis readySample report.docxSource for structure and tone
✓Recognized characteristics
✓ Clear summary at the start
✓ Professional and personal tone
✓ Conclusion after every chapter
02
Report, client email and action points in one review screen
Review what Rapportly has created, edit the email and remove points that are not correct. You keep the final say.
After the conversationReady for review
EnglishSubjectAgreements and next steps
Thank you for the conversation. Below are the agreements and steps we recorded together.
✓
Send updated scheduleYou · Friday
✓
Confirm prioritiesClient · Monday
03
Find an agreement again, even months later
Search by client, date, title or a word from the conversation. The recording and all created documents remain linked.
Search by meeting, client or content⌘ K
AllDocumentsRecordings
Introductory meeting report
DocumentExample company · updated today
Quarterly meeting recording
RecordingDemo client · 24 July 2026
Follow-up and action points
DocumentExample company · 18 July 2026
The ideal connected workflow
One recording. Every follow-up handled and easy to trace.
Connect the conversation through the calendar or start directly from the client folder. Rapportly uses the same source for every selected output and brings each result to the place where your team continues working.New recording recognisedQuarterly meeting with Example Company
ConnectedToday, 14:00 · Example Company client folder
✓ Matched through the calendar eventor✓ Started directly from the client folder
Created from the same conversationOnly the components that belong in your workflow
Internal emailDecisions and actions for the team
✓Client emailPersonal confirmation with attachments
✓Detailed reportIn the style of your example report
✓ProposalUsing an example proposal and managed price list
✓You choose the final step
From review to fully automatic
- Save as a draft in Outlook or Gmail
- Send automatically after approval
- Send automatically within your delivery window
- Pass the report and status to a CRM, API or webhook
Works with your current workflow
Rapportly works alongside the systems you already use.
You do not need to replace your mailbox, calendar or CRM. Rapportly brings the write-up to the place where you continue working.Available
Draft or automatic delivery
Save the client email with attachments as a draft or let Rapportly send it after approval within your delivery window.
Paid plan
Google and Microsoft Calendar
Recognise appointments and prepare a Meet or Teams conversation in advance.
Invite beta
Zapier, API and webhooks
Send completed reports to your CRM, spreadsheet or team channel.
Pro+
Your own intake address
Email transcripts and documents to Rapportly and start processing automatically.
Availability depends on your plan and the setup of your environment.
For teams
The same quality for everyone, without everyone having to write the same way.
The administrator centrally sets the house style, quality levels and workflow. Team members work in the same environment, each with their own account.
- ✓ Invite colleagues yourself
- ✓ Shared style profiles
- ✓ Quality per document type
- ✓ Client folders and document library
- ✓ Optional or required 2FA
- ✓ Manage usage and credits
Team settingsExample firm
ProUser seats8 / 10
Shared house styleActive for 4 document types
✓Quality levelSet centrally
MaxTwo-step verificationRequired for the team
✓Who it is for
The same engine, adapted to your work.
See how Rapportly fits the conversations and documents of your team.Sales
For sales teams
Visit report, CRM update and follow-up email on the same day.
View sales →Account managementFor account managers
Record a short note after your visit and leave with the follow-up ready.
View account management →Knowledge workFor consultants
Turn interviews and notes into a structured draft report.
View consultants →TeamsFor firms
One workflow, shared house style and visibility for the entire team.
View teams →The complete workspace
More than generating text.
Everything needed to turn raw conversation content into a reviewable document stays together.Style profiles per document type
Use a different example style for reports, emails, summaries and proposals.
Recording, transcript and documents
Combine spoken input, notes and attachments within the same assignment.
Edit and regenerate
Redirect a specific section and keep previous versions when you want to compare.
Client folders and searchable library
Find conversations and documents by client, date, title or content.
Quote builder
From conversation to a correct, personal quote.
Rapportly combines the client request with your offer, pricing rules and terms. The result feels personal while remaining commercially verifiable.
See how it works- Content from the conversationThe reason, need and agreements from the conversation return in the proposal.
- Fixed commercial rulesPrices, tax, validity and terms follow your configured boundaries.
- Your own appearanceUse your branding, fixed structure and preferred tone for every proposal.
Client folders and portal
Everything about the client in one place. Share only what you choose.
The internal client folder is the complete working file. The client portal is a controlled window that only shows explicitly shared items.
See the separation- One client viewReports, emails, recordings and next steps remain logically connected.
- Enable per clientActivate the client portal only for the clients you want to use it with.
- Clear visibilityInternal notes stay internal. Only selected documents appear in the portal.
Security and privacy
Security you can explain to your team and clients.
Rapportly processes conversations and documents to create your output. We restrict access, separate organizations and do not use your content to train AI models.See our approachYour content remains your content
Examples, transcripts and results are only used to create your documents and are not shared with other users.
Organizations are kept separate
Access is isolated per organization, including at database level. Team members only see what is available in their own environment.
Extra control when signing in
Two-step verification is available for accounts and can be required for the whole team by an administrator.
You decide what becomes final
Recordings never start automatically. Outputs and emails remain reviewable drafts until you use or send them.
Plan selector
Clear pricing, for every team
Start for free and grow with us: from sole trader to a full office. From Pro you pay per user. Invite as many colleagues as you like.Rapportly is in beta. The main features work, but something may occasionally not work as expected and parts of the product may change. We will clearly explain what we update.
Try Rapportly free for 30 days, no payment details required.
Create a free accountBasic
For the sole trader
€ 24.99/ month
- 2,000 credits per month
- 1 user
- 15 × style profile from your own example
- 10 client folders
- Your own logo on your documents
Pro
For teams: pay per user
€ 39.99/ user / mo
- Unlimited users, each with their own login
- Team management: invite colleagues yourself
- 5,000 credits per user per month
- 100 client folders
- 30 style profiles
Pro+
For intensive use
€ 79.99/ user / mo
- Unlimited users, each with their own login
- Team management: invite colleagues yourself
- 12,500 credits per user per month
- Unlimited client folders
- Unlimited style profiles
All prices exclude VAT. Pro and Pro+ are per user per month; Enterprise is a package price with users included.
Working together, your way
Rapportly for Teams and Enterprise
From shared writing styles to your own client environment. We configure Rapportly around your organisation’s people, documents and processes.
On requestDiscuss the possibilities
Frequently asked questions
Clarity before you choose
The key practical questions about usage, credits, client folders and plans.What makes Rapportly different?
Rapportly turns your conversations and information into professional documents that fit your business. Your own examples are the starting point: the structure, writing style and appearance you already use are carried through into new outputs. You do not need to build complicated templates or write extensive AI instructions first. For example, one conversation can become a report, a client email and action points. This saves you from entering or working through the same information repeatedly. You can also reuse your saved style for future conversations. This means less time spent writing and formatting, consistent quality, and control over the result: you can review and edit every draft before using or sharing it.
We already use an AI note-taker, such as Plaud, Fireflies or Granola. What does Rapportly add?
Rapportly starts where your note-taker stops. Turn the text of your conversation into a professional report, a client email or action points. Your own examples guide the structure, writing style and appearance. This saves time on the work that comes after the conversation, too. You can record and transcribe directly in Rapportly. Already happy with another AI note-taker? Keep using it and paste the transcript or conversation text into Rapportly to continue your work. The two can work perfectly well alongside each other. You choose how to capture the conversation. Rapportly helps you turn it into useful documents, which you review and edit before using or sharing them.
I do not have my own design or sample yet. Can Rapportly help me with that?
Yes. You do not need to design a document yourself first. With ‘Help me create my style’, Rapportly helps you find a suitable look for your documents, presentations or Excel overviews. Enter your company name, optionally add a brief description of your business and choose a look that suits you. Already have a logo or website? You can use it as a starting point. Rapportly creates three style proposals. Choose the one that fits and adjust the colours and fonts to your liking. Rapportly turns your chosen style into a sample file for the type of document you want to use. Review and save it as a starting point for future work. This lets you get started without an existing design and build a recognisable look for your business.
How do I create my first document?
Add a sample to create your style profile. Then record a conversation or provide audio or text. Choose what you want to create and let Rapportly prepare a draft. Review and edit the result before using or sharing it.
What is the difference between Basic and Pro?
Basic is for one user and includes 2,000 credits per month, 10 client folders and 15 style profiles. Pro supports teamwork: invite colleagues, each with 5,000 credits per month. Pro offers 100 client folders, 30 style profiles and additional tools such as the quote maker and production workspace.
When should I choose Pro+?
Pro+ suits more intensive use. Each user receives 12,500 credits per month, with unlimited client folders and style profiles. It also provides API and webhook access. Suggested attachments and the calendar connection are marked as beta.
How does Rapportly work with several people in one company?
With Pro and Pro+, the administrator invites colleagues to the company environment. Everyone uses their own login and credit allowance. You pay per user per month. Basic is for one user. Enterprise includes 5, 10 or 20 users, depending on the plan.
What does Enterprise add, and which plan suits us?
Enterprise is for businesses that need help with setup and tailored arrangements. Start includes 5 users, Professional 10 and Compliance 20. Each included user receives 12,500 credits per month. Compliance also offers options for SSO, auditing and controlled document finalisation. Setup and any additional users are agreed in a tailored quote.
How do credits work?
Credits let you use the AI features in Rapportly. Usage depends on the task, the selected model and the length of the output. Every user has their own allowance. Failed AI actions cost no credits.
What does Beta mean for a feature?
A beta feature is still being developed. Its capabilities may change, and availability may depend on how your environment is configured. The plan cards show which features carry this label so you can take this into account when choosing.
Try it yourself