Marshal

AI operations manager

The operations manager that never drops a follow-up.

Marshal turns your meetings, files and spreadsheets into owned, prioritized work — then keeps it moving, warns you before anything slips, and answers questions about your whole operation.

Proven first in property management — see the Regent case study

app.marshal.ai

Good morning, Jordan

Here’s where the whole operation stands today.

Open

48

Late

5

Due 7d

12

Done 7d

17

Early warning: 3 tasks haven’t moved in 14+ days · 1 priority-1 task has no due date
LocationOpenLateOn track
Harbor Point142
Maple Court111
Westfield Commons90
Head office142

What Marshal does

The work a great ops manager does — on every task, every day.

01

Turns meetings into work

Paste notes or a transcript. Marshal drafts the tasks, owners, due dates and decisions — you approve before anything is added.

02

Reads any file

Drop in a PDF, spreadsheet, email or inspection report and get the follow-ups drafted for you.

03

Answers and acts

Ask “what’s overdue at the north site?” in plain English. Marshal can make the change too — after you confirm, with 24-hour undo.

04

Warns you early

Flags work that hasn’t moved in 14 days, blocked tasks with no reason, and top priorities with no date.

05

Runs your playbooks

Turn repeat processes into pipelines. Finish one stage and the next tasks are created and assigned.

06

Keeps everyone aligned

Priority boards, calendar, team chat and notifications — with each person seeing exactly what they should.

See it work

From a messy meeting to a tracked plan in under a minute.

Press play. This is the same flow your team uses after every call.

  1. 1. Paste the notes
  2. 2. Marshal drafts the work
  3. 3. You approve
  4. 4. It’s tracked
app.marshal.ai/import/meeting-notes

Meeting notes or transcript

Paste from Zoom, Teams, Google Meet, or your own notes…
app.marshal.ai/import/review
Drafted tasks appear here.
Nothing is added until you approve it.

Inside the product

One place to run the operation.

app.marshal.ai/board

Not started

Order lobby furniture3
AL
Renew elevator permit1
MR

In progress

Roof bid comparison2
JT
Q4 vendor audit4
SK

Done

Pool resurfacing2
JT

Priority board

Drag work between stages. Color-coded priorities, owners at a glance.

app.marshal.ai/ask
What’s overdue at Harbor Point, and who owns it?
Two things: Renew elevator permit (Maria, 3 days late) and Gate keypad repair (unassigned, 6 days late). Want me to assign the keypad repair to Alex and set it to priority 1?

Proposed change

Gate keypad repair → Lead: Alex · Priority: 1

ConfirmCancel

Ask Marshal

Plain-English answers from your live data, and changes only after you confirm.

How it works

Live in days, not a six-month rollout.

  1. 1

    Bring what you have

    Import your spreadsheet, task list or last month of meeting notes. Most teams are live in days, not months.

  2. 2

    Marshal organizes it

    Every task gets an owner, a priority and a place. Duplicates are caught before they’re added.

  3. 3

    Run the week from it

    Your team works from one board. You get the warnings, the summaries and the answers.

Case study · Regent Asset Management

From a shared spreadsheet to a live operations desk.

A multifamily owner-operator moved its whole operations team — properties, acquisitions and capital projects — onto Marshal in its first week.

Read the case study

15

team members on one system

90+

tasks tracked with owners

28

projects managed

30+

updates shipped in 6 weeks

See Marshal on your own operation.

A 30-minute walkthrough. Bring a spreadsheet or last week’s meeting notes and we’ll show you what Marshal does with it.