Feature
Note Taker
Every meeting generates structured, CRM-ready data. Automatically. No note-taking. No re-typing. No 9 PM sessions.
How It Works
Join & Listen
AI Secretary joins your Zoom or Google Meet as a bot, or merges directly into phone calls. Records audio securely from any platform.
Extract & Generate
Our patented engine creates a full transcript, structured case notes, a client recap email ready to send, and Smart Actions. It extracts incomes, account values, risk tolerance, goals, life events, and compliance triggers.
Sync to CRM
Structured data pushes directly to your Redtail, Wealthbox, or Orion fields. Not a text dump. Specific CRM fields populated automatically.
Delete Everything
Audio, transcript, and all extracted data are permanently deleted from our servers. No backups. No training. Gone.
What Gets Extracted
Every meeting becomes structured data your CRM can actually use.
A ready-to-send follow-up, drafted the moment the call ends.
After every meeting, AI Secretary writes a polished recap email in your voice — summarizing what was discussed, the decisions made, and the next steps each side owns. Open it, read it, send it. Your clients hear back the same day, every time.
Full meeting recap
Key topics, context, and the decisions you reached together — in plain, client-friendly language.
Clear next steps
Exactly what you're handling, what the client needs to do, and the timeline for both.
One click to send
Opens in your email client pre-filled. Tweak the tone, add a personal line, hit send.
Hi Sarah,
Great conversation today. A quick recap of what we covered and what happens next:
What we discussed
- Shifted your retirement target from 65 to 63
- Reviewed the 401k rollover timing with your new role
- Talked through adding your daughter as beneficiary
Your next steps
- Send over the old 401k statement when you have it
- Confirm the beneficiary update by Friday
What I'm handling
- Draft the updated retirement projection by Monday
- Loop in our rollover specialist this week
Let me know if I missed anything. Talk soon,
— Jordan
Works With Your Stack
Your meetings should write themselves.
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