● Solution for agencies

Client change requests reach the team as a clear task, not a 3-minute voice memo

The client calls between meetings and wants a change “right now” — record the gist while driving or between calls, and the specialist gets a structured task with a deadline instead of a voice message to relisten to.

See the scenarios ↓

Tasks from client calls Onboarding by recording Everything grouped by client

Usage scenarios

Where DashShot saves an agency time

Client requests without a game of telephone

The client calls between meetings — and the task gets lost in a voice memo

The client wants a campaign change “right now,” you're driving or between calls — and the task ends up as a voice message the specialist will listen to (or forget) tonight.

Record a voice note between calls — AI structures it into a task with a deadline and success criteria
A screenshot of the campaign with the issue marked is attached to the task automatically
The specialist sees everything in the dashboard, grouped by client

Example

Said out loud: “Lower the PMax budget, conversions are too expensive there, and add the negative keywords from yesterday's report”

Task received: a clear description, expected result, success criteria, and deadline — ready for whoever executes it

Onboarding a new specialist without a week of catch-up

A new specialist learns the client's account from one recording

Instead of a document explaining campaign structure and past decisions, record your screen explaining the account's logic. The newcomer watches once and understands the context, without pulling a teammate aside.

One recording replaces an hour of verbal handoff
The recording lives in the client's project — available anytime, not buried in chat
The newcomer can ask questions in the comments under the recording instead of a call

One recording instead of a repeated briefing

Replaces hour-long “catch me up” syncs with one structured recording you can point back to anytime.

The features behind it

What makes this possible

Voice → task

Turn voice notes into tasks

Say the task out loud — DashShot transcribes and structures it automatically.

Screenshots

Capture and mark up a screenshot

Arrows, text, pixelation, and cropping, then an instant link.

Dashboard

One dashboard for everything

Library, tasks, docs — all in one place, grouped by project.

FAQ

Questions & answers

Does the client see that we're using DashShot?+

No — the client only sees a link to the screenshot, recording, or task, with no sign-up and no mention of the tool. On the Enterprise plan, the share page can carry the agency's own branding.

Can tasks be grouped by client?+

Yes — every task and recording is tied to a project, and the dashboard groups everything by client automatically, with no manual tagging.

Does this work for a team of several specialists?+

Yes — the Pro plan ($6/user/month) unlocks shared projects for the team. The Individual plan ($0) is enough for one specialist to try it before moving the whole team over.

Can I attach a campaign screenshot directly to a voice task?+

Yes — take a screenshot, mark the issue with an arrow or text, and add a voice comment: it all becomes one structured task.