Meeting prep without the screen-share scramble

One beautiful interactive document for the whole meeting.

briefcrate lets teams combine PDFs, HTML pages, slide decks, Canva exports, CSV tables, images, links, attachments, and live notes into one polished meeting crate. Present from a single flow instead of switching screens and breaking the room's attention.

PDF HTML PPT Canva CSV Notes
Partner review crate
Brief PDF HTML PPT Canva

Live meeting brief

Stop presenting your file system.

Move through the agenda, open attached materials, cite resources from notes, and export the outcome from one place.

PDF page 3 Canva section HTML link Action owner

The old way

Screen sharing turns meeting flow into tab management.

Everyone has seen it: the presenter jumps from a deck to a PDF, then to a browser tab, then to a spreadsheet, then back to notes. The screen share flickers, private windows get exposed, and the meeting loses momentum. briefcrate gives the meeting one front door.

One crate, many sources

Briefs, decks, webpages, tables, and notes belong in the same meeting object.

briefcrate is for the messy reality of preparation. Teams rarely walk into a meeting with one perfect deck. They have a PDF brief, a Canva visual, a browser link, a table, an old PPT, and comments from three people. The crate turns that pile into a guided document.

PDF

Evidence and contracts

Preview pages, cite exact pages, and keep supporting documents close without opening another app.

HTML

Pages and portals

Keep links as clean cards today, with room for richer webpage captures later.

PPT

Legacy decks

Treat PowerPoint as a first-class attachment and convert to PDF when polished previews matter.

Canva

Designed moments

Bring Canva exports into the agenda so visual material appears exactly when the room needs it.

CSV

Tables and numbers

Preview structured data and reference tables directly from notes and reports.

Notes

Live thinking

Capture decisions, action items, personal notes, and content references while the meeting is running.

Built in the MVP

Everything the local prototype already proves.

The current app is a private local-first cockpit with the core meeting workflow already working end to end.

01

Workspace dashboard

Create, open, and delete meeting workspaces with realistic sample content ready for demos.

02

Agenda plus resources

Edit sections, attach materials, and mark each item as presentable or supporting material.

03

Multi-format library

Upload PDFs, images, CSV files, Markdown, text notes, and generic attachments. Add webpages manually.

04

Rich previews

Navigate PDF pages, inspect CSV tables, read Markdown, view images, and open clean link cards.

05

Clickable references

Use references like [[resource:id]], [[resource:id#page=3]], and [[resource:id#table]] inside notes.

06

Presentation and export

Run a full-screen agenda flow, toggle presenter notes, then export a clean HTML or JSON summary.

Where briefcrate goes next

A collaborative environment for preparing the meeting before anyone enters the room.

The product direction is a shared crate where team members drag and drop content into the meeting, arrange the story together, and then each person can take private notes during the live session.

In practice: one shared preparation space before the meeting, one elegant presentation surface during the meeting, and one personal report for every participant after the meeting.

  • Drag and drop PDFs, PPT files, Canva exports, HTML pages, images, tables, and links.
  • Co-create the agenda and decide what belongs in the presentation flow.
  • Let each participant make their own notes tied to content items.
  • Send each person their own report after the meeting.
  • Upload meeting reports into Notion as structured documentation.
Team prep crate 4 contributors

Drop zone

PDF
PPT
HTML

Agenda story

  1. Context
  2. Evidence
  3. Decision

Private notes

My report: action items + cited resources
Ready for Notion

After the meeting

From live room to useful record.

briefcrate turns the session into a summary with agenda, notes, decisions, action items, resources, and references. The MVP exports HTML and JSON; the collaborative version can send personal reports and prepare structured Notion uploads.

HTML Clean meeting summary

Readable, portable, and easy to store on your own system.

JSON Structured archive

Useful for import, automation, and future sync workflows.

Notion Team knowledge base

Planned upload path for decisions, actions, and referenced material.

Easy to ship

A deployable website now, a product surface later.

This page is plain HTML, CSS, and JavaScript. Drop it onto your own hosting, put it behind your preferred domain, or evolve it into a fuller product site when briefcrate moves from local-first prototype to collaborative workspace.