How it works

Meet Sandi. Always on your side.

Sandi joins the Zoom, Teams and Meet calls your teams already have and helps every person after every meeting, privately. The organization gets what a survey never could: engagement trends and themes, as they happen, without asking anyone to fill anything in.

Start a 90-day pilotSee it on your org
  • Your feedback stays yours
  • Teams and departments, never individuals
  • Works with Zoom, Teams and Meet
Engagement over timeLive

By department · last 12 weeks

405060708012 weeks agoThis week
  • Customer Success
  • Product
  • Company
  • Operations
  • Recognition↓ 8Company-wide
  • Follow-through↑ 5Company-wide
  • Voice→ 0Company-wide

Aggregate and thematic. Teams and departments of 5+ only.

Two ways to capture a meeting

Same Sandi, your choice of how Sandi shows up. Both feed the same engagement score and the same coaching.

In the call

Sandi joins your calls. Nobody installs anything.

Connect your calendar and Sandi joins the Zoom, Teams and Meet calls on it. Sandi is listed as a participant, so everyone in the meeting knows.

  • Shows in the participant list, never hidden
  • Nothing for employees to install
  • Works with Zoom, Teams and Google Meet
Start a pilotSee it on your org
Relate · Sandi

In the call

Product team weekly sync

Sandi is in the meetingListed as a participant. Each person gets private feedback within the hour.
Visible to everyone in the callOpen Relate →

Best in class notetaking

Every meeting tool takes notes now. Sandi’s are the best in the business, and they’re where Relate starts, not where it stops.

  • Live transcripts

    Every word on screen as it is said, live in the meeting, with the full transcript ready when the call ends.

  • Automatic meeting summaries

    When the call ends, Sandi sends a clear summary: what was discussed, what was decided and what happens next.

  • Decisions and action items

    Commitments are picked up automatically, with an owner on each one.

  • Custom formats

    Templates and prompts so notes come out in the format your team already works in.

  • Ask Sandi

    Ask anything about your meetings and get the answer in seconds, from one meeting or your whole history.

  • In-meeting dashboardComing soon

    A live view for the host while the meeting runs: talk ratio, question count and suggested questions to ask next. Run a better meeting while it’s still happening.

  • Sharing

    Share notes by link. Sending them to Slack, Notion, Google Drive and your CRM is coming soon.

Up and running in an afternoon

  1. Connect your calendar

    Zoom, Teams or Google Meet. Nothing new to roll out, nothing for employees to install.

  2. Sandi joins your meetings

    Sandi reads behavioral and vocal signals and scores them across 16 engagement areas.

  3. Everyone gets help

    Each person gets private coaching on their own meetings. Teams and the organization see trends and themes, never individuals.

Your feedback is yours. Patterns are for the organization.

One rule at every level, for every user: individual data belongs to the individual. Everyone else sees aggregate, thematic patterns.

  • For you

    Your own coaching

    Private feedback on your meetings and your own trend over time. Only you see it, including if you’re a manager.

  • For your team

    Team themes

    What’s working and what to work on, for teams of five or more. No names, no individual scores.

  • For the organization

    Trends and patterns

    Department and company engagement over time, benchmarks and early warnings. Aggregate and thematic, always.

Who sees what

Can see Can’t see

You (every employee)ManagersPeople team & leaders
Your own meeting feedbackPrivate to youOnly their ownCan’t see
Your own trend over timePrivate to youOnly their ownCan’t see
Team themesCan’t seeTheir team (5+)Teams of 5+
Department and company trendsCan’t seeTheir departmentCan see
Early warningsCan’t seeTheir team’s themesDepartment themes
Benchmarks and Ask SandiYour own data onlyTeam level and aboveTeam level and above
A named individual in any reportNeverNeverNever
Meeting contentSee our privacy policySee our privacy policySee our privacy policy
See your teams’ engagement scoreTake the free Health Check

The method

Built on the Trust Equation

Sandi scores behavior against the Trust Equation from The Trusted Advisor (Galford, Green and Maister), developed with Trusted Advisor Associates.

  • Credibility: is what’s said accurate and grounded?
  • Reliability: do commitments get followed through?
  • Intimacy: is it safe to share and disagree?
  • Self-orientation: is the focus on others, or on self?
Your weekly team syncPrivate

Your Relate Trust Index from this week’s meeting

  • 67CredibilitySkilled
  • 59ReliabilityDeveloping
  • 71IntimacySkilled
Self-orientationExpert · lower is better
17

The Relate Trust Index is derived from the trust equation in Maister, Green and Galford, The Trusted Advisor (2000).

It’s budget season. Put the money somewhere that looks forward.

Run Relate on real teams for one quarter: a continuous engagement score, early warnings and coaching after every meeting. If it doesn’t tell you more than your last survey did, walk away. If it does, every dollar goes toward year one.

Start a 90-day pilotRequest a demo

Product previews on this page use synthetic teams and figures.