ChatGPT and many other GenAI tools have become an indispensable tool to many knowledge workers. AI (specifically Generative AI) is the most transformative thing since the Internet, and when we look back probably more transformative. GReminders has rolled out “Ask Anything”. You can think of this as “ChatGPT on your Data”. This not only allows […]
After using the AI Notetaker, you get a Summary, Action Items and recommended Workflows. And now you also get Recommended Opportunities. Opportunities are ways to track various financial advisory client engagements to build your book of business. An opportunity could be an Annuity, Retirement Plan, or 401k, for example, that you are working on for […]
If you are using AI Notetaker for Call Transcripts / Summaries / Actions Items you can also generate Email Follow Ups to send to your clients after the meeting. We now support a variety of Email Follow Up Templates you can Customize to suite your style and or follow layout. We ship with a “default” […]
Asana is one of the most popular Project Management Applications out there. Founded in 2008 by one of the Facebook Co-Founders, it has some 150,000+ Customers. If you are using Asana to manage internal or project work you can now automatically push AI Notetaker Tasks (Post Meeting) directly to your Asana Projects. Here is how […]
Monday.com stands out as a leading platform for project management. With its versatile tools, it simplifies the coordination of both internal and external projects. Now, you can seamlessly integrate AI Notetaker Tasks (Post-Meeting) into your Monday.com workflows, enhancing your project tracking with minimal effort.Here’s how to get started. Setup First, go to Org Settings > […]
Notion is a popular all-in-one workspace that helps users organize tasks, notes, and projects. Launched in 2013, it has gained millions of users for its flexibility and ease of use. If you use Notion to manage your work, you can now automatically add AI-generated tasks (from post-meetings) directly to your Notion pages. This makes it […]
