CRM
Meeting notes in, structured records out. Jump into an area:
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Capture anything
Paste a meeting note, a conference, a deadline, a reminder — or attach a document, spreadsheet, or image. It runs through the same extraction: meetings go to the review queue, standalone items become reference notes.
CRM
Ask about a contact by name — e.g. “what’s the latest with Priya Nair?”. I answer only from our records.💡 If your question is about a particular person, please name them (e.g. “what’s the latest with Matt Miller?”) — that keeps it a quick, low-cost single-contact lookup. Questions without a name search across everyone.