IT Consultant Guide

How to Automate Meeting & Session Notes as a IT Consultant

You wrap up a 4-hour server migration for Greenfield Manufacturing at 11pm. The runbook with DNS changes and rollback steps is still fresh, but you're too wiped out to type it up. By Monday, those details fade, leaving your project docs incomplete while you deal with new fires.

The Current Reality

The Manual Way

Typing out detailed technical notes in Word or ConnectWise late at night, which often pushes documentation to the next day when your memory gets fuzzy.

45 minutes per session
  1. Head back to the office or open your laptop late after onsite work
  2. Open Word or your PSA tool and try to reconstruct what you changed
  3. Dig through email threads to find specific IP addresses or license counts
  4. Format the doc with headers, version numbers, and client logos
  5. Save the file to a shared drive and email the link to the client contact

With Christine AI

The Christine Way

Send a voice note right after the session; Christine transcribes the tech details, formats the runbook, and saves it to Google Docs instantly.

You

Send a voice note: 'Greenfield Exchange to 365 — MX records updated to priority 10, 47 mailboxes migrated, 3 shared mailboxes need manual permission reset, rollback: revert MX to on-prem IP 10.0.1.50'

Christine

Transcribes the audio, pulls out the tech specs, and drafts a formatted 'Migration Runbook' in Google Docs.

You

Text: 'Save that to the Greenfield Manufacturing folder and email the PDF to their IT Director'

Christine

Files the doc in the right client folder and sends the final PDF via Gmail.

Time Saved Per Week

6 hours per week

Back in your pocket every single week — just for this one task.

Real Example

See it in iMessage

Just text Christine like you would a friend.

9:41

Christine

AI Secretary

Voice note: Just wrapped the Ubiquiti install at DaVita Dental. APs mounted in ceiling tiles 4 and 9, SSID 'DaVita-Guest' isolated on VLAN 20, main network on VLAN 10. Admin password is in the vault.
9:41 AM
Got it. I've drafted the 'DaVita Dental Wireless Install Report' with the VLAN configs and mounting locations. Want me to add this to their monthly invoice description?
9:41 AM
Yes, add it to the invoice. Also text me a reminder in 3 months to check the firmware on those units.
9:42 AM
Done. The line item is added to the draft invoice. I've set a reminder for March 15th: 'Check firmware on DaVita Dental Ubiquiti APs'. The full report is saved in their Google Drive folder.
9:42 AM
Get Started Today

Stop doing this manually.
Let Christine handle it.

Christine is your AI secretary, available 24/7 via iMessage. One flat rate — no per-action fees, no learning curve.

Try Christine for $49/mo

7-day money-back guarantee. No credit card to start.

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