For PMs in fintech, health and the EU
Agentic PM records on your computer, keeps notes and minutes as plain files in a folder you own, and sends what the AI reads to the AI provider you picked.
Free to join, one email field. The list gets the founding price first: $9 a month, locked for life, first 100 people. Ready today? The trial is 14 days, $0 today.
Security review does not allow a third party to join meetings and listen to everything said.
Recordings and transcripts on someone else's servers mean another data processor for you to assess.
With no recording and no tracker, you are back to typing notes and chasing action items by hand.
The app records the meeting on your computer. No bot joins the call. The recording and the transcript are files in your workspace folder.
Choose the provider your review already approved, for example Claude. What the AI reads goes to that provider. API keys stay on your computer, shown masked, and go only to their own provider.
Gmail saves drafts and never sends. Calendar and Drive are read-only. WhatsApp drafts wait in the app, and a message from a voice job always stops for your yes.
Capture a meeting on your computer. No bot joins, so there is no third party in the call to approve or block.
Notes, SOPs and meeting outcomes are plain markdown files in a folder on your computer. Back them up, search them or delete them like any other file.
API keys are stored on this computer, shown masked, and sent only to their own provider.
Your Google sign-in is kept in the computer's secure credential storage. Gmail reads mail and saves drafts, and it never sends. Calendar and Drive are read-only. Several Google accounts can be connected, and each row names its account.
A message to another person from a voice job always stops for your yes, even when a Claude allow rule covers it. Every permission request says in one line what it does: Reads, Changes files, Network, Deletes or Runs a program.
The phone can open only workspace files, and never .env, token.json, .pem, .jks, .ssh or .git. Phone access is optional.
The app sends anonymous usage counts and error reports, never what you write. You can switch them off in Settings.
| Item | Where it lives | Does it leave your computer? |
|---|---|---|
| Meeting recordings made on the desktop | A file in your workspace folder | No. |
| Notes, minutes and other markdown files | A folder you own | No. The text the AI reads is the exception, next row. |
| Text the AI reads, for example a transcript when it writes minutes | Read by the AI provider you picked | Yes, to that provider. For Claude, that is Anthropic. |
| API keys | Stored on your computer, shown masked | Sent only to the provider each key belongs to. |
| Google sign-in | The computer's secure credential storage | Used to call Google's regular APIs. Gmail reads and saves drafts. Calendar and Drive are read-only. |
| Phone recordings (optional) | The phone first, then your computer | They travel from the phone to your computer through the relay that carries phone traffic. The phone keeps its copy until the computer confirms receipt. The relay only forwards messages that are encrypted end to end between your phone and your computer, so it cannot read them, and it writes none of them to disk and drops any that arrive while the other end is offline. |
| Talk's natural voice (optional) | Microsoft's Edge read-aloud voices | Check that against your policy, or leave Talk off. |
| Anonymous usage counts and error reports | Sent by the app, never what you write | Yes, unless you switch them off in Settings. |
| Requests to Muse Spark contributor models (optional) | Meta | Yes. The app's documentation says Meta may train on those requests. Pick another model if that is not acceptable. |
Agentic PM does not make you compliant with GDPR, HIPAA, SOC 2 or anything else. It gives your reviewer a specific list to assess, above. What the AI reads goes to the AI provider you picked, for example Anthropic if you use Claude. Recordings and notes are files on your computer. No bot joins your calls. Gmail saves drafts and never sends. Calendar and Drive are read-only. Messages to other people wait for your yes.
Some of it, and the table above lists exactly which. What the AI reads goes to the AI provider you picked, for example Anthropic if you use Claude. Recordings and notes are files on your computer. No bot joins your calls. Gmail saves drafts and never sends. Calendar and Drive are read-only. Messages to other people wait for your yes.
Your review covers two things: the AI provider you pick, and this app. With Claude Pro or Max you sign in the official way, with no API key and no second model bill. Agentic PM is its own subscription: $9 a month for founding members, $19 list, after the 14-day trial. If you use the built-in free route, check what it connects to before you put work content through it.
No. The app does its work from your computer. Routines run only while the app is open, and the phone needs the computer to be on and awake. The app keeps the computer awake while work runs or phone access is on, and the screen can still turn off.
That depends on the mode you choose. There are four permission modes: Manual, Accept edits, Plan and Full auto. New chats start in Full auto, and you can change that in Settings under Models, New chats. Even then, a message to another person from a voice job always stops for your yes, and Gmail cannot send at all. Routines have a limit you set: read only, draft only or may send.
No. It makes no compliance claim and holds no certification. It is a desktop app, in beta, that keeps files on your computer and lists what leaves. Send your reviewer's questions to hello@agentic-pm.ai.
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Founding, monthly
$9/month, for life
First 100 people. List price is $19 a month.
Founding, yearly
$90/year
Same founding lock, billed once a year.
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