📋 Feature reference · Updated 2026

Everything
Perfony does.

The complete list of Perfony features, organised by theme. Meetings, action plans, monitoring, AI, integrations — it's all here.

🗓️
Meetings & Minutes
Prepare, run and capitalise on every meeting
✓

Structured agenda

Create and share the agenda before the meeting. Time allocated per item.

✓

Automatic transcription AI

Azure AI Speech real-time transcription during your Teams meeting.

✓

Automatic summary AI

Structured minutes generated in 3 min: summary, extracted decisions, actions created.

✓

Collaborative minutes editing

Minutes editable live by all participants during the meeting.

✓

Decision traceability

All decisions timestamped and archived. PDF export in one click.

✓

Automatic minutes sending

Minutes sent to participants by email as soon as the meeting ends.

✓

Meeting templates

Templates by meeting type: exec committee, team meeting, project review…

✓

Recurrence and series

Recurring meetings with full history and comparison between sessions.

✓

Copilot Perfony AI

AI assistant to rephrase, extract insights and suggest actions. (Coming soon)

✅
Action plans & Tracking
Create, assign and manage actions through to closure
✓

Actions with owner & deadline

Each action is assigned to an owner with a due date and priority.

✓

Sub-actions and dependencies

Hierarchical breakdown of actions. Dependency management between tasks.

✓

List, Kanban, Gantt views

Multiple views depending on context: filtered list, status kanban, temporal Gantt.

✓

Advanced filters and sorting

Multi-criteria filters: owner, status, deadline, priority, tag, folder.

✓

Automatic alerts and reminders

Automatic notifications to owners before and after deadlines.

✓

Created from minutes AI

Actions created automatically from the AI meeting summary.

✓

Comments and attachments

Discussion thread per action. Documents linked directly to the action.

✓

Excel & PDF export

Export action plans to Excel or PDF for external reporting.

✓

Action plan templates

Reusable action plan templates. Deploy across N folders in one click.

📊
Monitoring & Indicators
Dashboards, KPIs and consolidated view
✓

Customisable dashboard

Configurable widgets by role: manager, leadership, exec committee, network coordinator.

✓

Perfony native indicators

Native KPIs: progress rate, delays, velocity, on-time closure rate.

✓

Consolidated multi-folder view

Aggregation of progress from multiple folders, projects or sites in one view.

✓

Cross-site comparison

Performance benchmark between teams, sites or entities on the same indicators.

✓

History and trends

Evolution charts over time. Period-to-period comparison.

✓

Indicator alerts

Automatic notifications when an indicator exceeds a defined threshold.

🔌
Integrations & Connections
Perfony in your existing ecosystem
✓

Microsoft Teams add-in

Meetings, minutes and actions directly in Teams. Without leaving the interface.

✓

Outlook add-in

Create and view actions from Outlook Desktop and Web.

✓

iOS & Android mobile app

All features available on mobile. Offline mode for fieldwork.

✓

Full REST API

Versioned API with OpenAPI 3.0 documentation. Integrate with your IT systems.

✓

Real-time webhooks

Outgoing notifications on Perfony events to your tools (Slack, Power Automate…).

✓

Azure AI Speech & OpenAI

Transcription and summary powered by Azure AI. Data hosted in France.

✓

OneDrive & SharePoint

Link OneDrive and SharePoint documents directly to meetings and actions.

✓

SSO SAML v2 & SCIM 2.0

Authentication via Azure AD, Okta, ADFS. Automatic provisioning.

⚙️
Administration & Security
Access management, security and compliance
✓

Role and permission management

Customisable roles: admin, driver, collaborator, read-only.

✓

Hierarchical folder organisation

Tree structure for multi-level organisations.

✓

Full audit trail

Immutable history of all actions and modifications. Export available.

✓

France hosting

Data hosted exclusively in France on Azure. GDPR compliant.

✓

TLS 1.3 + AES-256 encryption

Encryption in transit and at rest. Annual penetration testing.

✓

Guaranteed 99.9% SLA

Contractual availability. Daily backup. Documented DR plan.

Ready to see all this
in action?

A 30-minute demo is enough to understand how Perfony fits into your daily work.

Features by plan

Compare the features included in each subscription.

Feature Free Team Team AI
Unlimited meetings✓✓✓
Unlimited actions✓✓✓
Unlimited folders3 max✓✓
PDF & Excel exports—✓✓
AI transcription30 min/month180 min/month600 min/month
Automatic AI summaries1/month50/month100/month
Teams & Outlook add-in✓✓✓
Mobile app✓✓✓
SSO & SCIM—✓✓
REST API & Webhooks—✓✓
Free trial

15 days to test
all features.

Full free trial, no credit card, no commitment. All features unlocked.

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