More recipes
Turn a meeting into a plan
Capture decisions, assign the next steps, and keep follow-up work attached to the meeting.
Sync client records
Discover your schema and use stable record IDs to bring client data into Kato.
Workflows
Recipes
Practical workflows for clients, projects, meetings, and the next handoff.
Start with a concrete outcome, follow the steps, and check the result in your
workspace. Choose the workflow you need; these recipes can be followed independently.
Each one includes examples and a final check.