Streamline your Meetings

Streamlines notes, tasks, and workflows in one place. Deep connection with Redtail, Wealthbox and Salesforce

No copy/paste and formatting fuss. Our built-in integration with your emails means your emails will come from your email looking professional. 

1-click meeting notes to tasks, summaries, and organization.

Compliant AI Note-taker. No more manual note-taking. Record your meetings and have a transcript & summary of your meetings. 

Why re-invent the wheel? Use the library feature to store your advice and processes. One click and you will accomplish five things.