📋 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.