{"id":10492,"date":"2026-03-05T19:33:15","date_gmt":"2026-03-05T19:33:15","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=10492"},"modified":"2026-04-14T23:16:42","modified_gmt":"2026-04-14T23:16:42","slug":"greminders-inside-redtail-crm-setup-guide","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/greminders-inside-redtail-crm-setup-guide\/","title":{"rendered":"GReminders Inside Redtail CRM Setup Guide"},"content":{"rendered":"\n

Overview<\/h2>\n\n\n\n

The GReminders integration for Redtail CRM brings AI-powered meeting intelligence directly into your workflow. Once enabled, the AI Notetaker joins your calls in real time and makes smart suggestions \u2014 automatically generating meeting notes, creating contact entries, kicking off workflows, creating opportunities, and assigning tasks to the right team members within Redtail.<\/p>\n\n\n\n

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Note: This guide is for Once you have Connected Redtail within GReminders. You need a working GReminders account for you to put the GReminders functionality Inside Redtail. Read this article for initial setup.<\/a><\/p>\n\n\n\n

For NEW Customers please Start a Trial or Get a Demo here<\/a>.<\/p>\n<\/blockquote>\n\n\n\n

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What\u2019s Included:<\/strong>

AI Notetaker<\/strong> \u2014 Automatic meeting transcription and note capture
Note Entry<\/strong> \u2014 Push meeting notes directly into Redtail contact records
Workflow Kick-Off<\/strong> \u2014 Trigger Redtail workflows based on meeting outcomes
Opportunity Creation<\/strong> \u2014 AI-suggested opportunities logged to the right contact
Task Creation & Assignment<\/strong> \u2014 Automatically assign follow-up tasks to the proper teammates in Redtail
Meeting Prep<\/strong> \u2014 AI-generated pre-meeting briefs with key household details and recent activity, including past notes, & email conversations
Client Follow-Up Emails<\/strong> \u2014 Auto-drafted recap emails ready to send after every meeting
Scheduling & Booking Links<\/strong> \u2014 Share booking links and schedule directly within Redtail<\/td><\/tr><\/tbody><\/table><\/figure>\n\n\n\n

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Getting Started<\/h2>\n\n\n\n

Follow these steps to enable GReminders directly in your Redtail CRM.<\/p>\n\n\n\n

Step 1: Open Your Integration Settings<\/h3>\n\n\n\n

Click your name in the top right corner<\/strong> of the Redtail dashboard, then select Manage Integrations<\/strong>. You\u2019ll see all available integration tiles.<\/p>\n\n\n\n

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Step 2: Enable the GReminders Tile<\/h3>\n\n\n\n

Locate the GReminders tile<\/strong> and toggle it to ON<\/strong>. You\u2019ll be prompted to authenticate with your GReminders account.
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Step 3: Access Settings<\/h3>\n\n\n\n

Once authentication is successful, you\u2019ll now have all the features turned on and connected to your Redtail CRM. To make changes to the authentication or unlink the account, click the cog wheel, then settings. <\/p>\n\n\n

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Note: EACH of your Redtail users need to take this action.
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Troubleshooting Connection Errors<\/h3>\n\n\n\n

Make sure you are on https:\/\/crm.redtailtechnology.com
NOT some other URL such as https:\/\/smf.crm3.redtailtechnology\u2026.<\/p>\n\n\n\n

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AI Notetaker<\/h2>\n\n\n\n

Once the integration is active, the AI Notetaker<\/strong> is automatically enabled. You\u2019ll immediately see all of your meeting notes transcribed and displayed on the left-hand panel. Each meeting shows the participants, date, duration, meeting type, and category.<\/p>\n\n\n\n

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Meeting Detail View<\/h3>\n\n\n\n

When you drill into any meeting, you\u2019ll see the full Call Summary<\/strong> with an AI-generated meeting overview. The right panel surfaces Recommendations<\/strong> and Action Items<\/strong> \u2014 all powered by GReminders AI. From here you can follow up via email, edit the summary, or sync tasks directly to Redtail. <\/p>\n\n\n\n

AI generated content will never be sent to the client or used as a note, without Advisor Approval. <\/em><\/p>\n\n\n\n

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Log Notes to Redtail CRM<\/h3>\n\n\n\n

Click Follow Up Email or use the log action to push the call summary directly into the contact record in Redtail. The note is pre-populated with the AI-generated summary and you can select the appropriate category<\/strong> (Customer Service, General Information, Policy Support, etc.) before saving.<\/p>\n\n\n\n

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AI-Generated Client Follow-Up Emails<\/h3>\n\n\n\n

GReminders automatically drafts a Suggested Client Facing Email<\/strong> after every meeting. The email includes a recap of discussion points and action items, ready to send. You can copy it to your clipboard, save it as a draft, or send it directly \u2014 all from within the meeting view.<\/p>\n\n\n\n

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Contact Records & Meeting Prep<\/h2>\n\n\n\n

Within any Redtail contact record, you\u2019ll see the full client profile including past activities, upcoming tasks, contact details, and portfolio information. The GReminders integration adds a Meeting Prep<\/strong> button directly into the contact view.<\/p>\n\n\n\n

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AI-Powered Meeting Prep Briefs<\/h3>\n\n\n\n

Click Meeting Prep<\/strong> to generate a comprehensive pre-meeting brief. The AI pulls together key household details, recent and relevant notes, financial overview, conversation starters, and a CRM deep link \u2014 everything you need to walk into any meeting fully prepared.<\/p>\n\n\n\n

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\"Screenshot_2026-02-18_at_7.25.59_PM.png\"<\/span><\/span><\/span>
<\/h1>\n\n\n\n

Task & Activity Creation<\/h3>\n\n\n\n

From the meeting detail view, the AI agent suggests tasks based on the conversation. These tasks are created directly in Redtail as activities, with the ability to set the subject, date, type, category, priority, and \u2014 most importantly \u2014 assign them to the proper teammates<\/strong>. Linked contacts are automatically associated so nothing gets lost.<\/p>\n\n\n\n

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Scheduling & Booking<\/h2>\n\n\n\n

The integration also enables the GReminders Scheduler<\/strong> directly within Redtail. From the calendar view, click Share Booking Link<\/strong> to quickly send your scheduling link to clients, or book meetings on their behalf through your own links.<\/p>\n\n\n\n

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One-on-One Booking Links<\/h3>\n\n\n\n

The One on One<\/strong> tab shows all your available meeting templates \u2014 from demos and annual reviews to new customer onboarding. Each template has a Copy Link<\/strong> and Single Use Link<\/strong> option, making it easy to share the right booking page with clients.<\/p>\n\n\n\n

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One-Off Meetings with Multiple Advisors<\/h3>\n\n\n\n

Need to loop in a colleague? The One Off<\/strong> tab lets you create a custom meeting that includes multiple team members. Select your event type, set the duration, choose the organizer, and add participants. Your client receives a single calendar link<\/strong> that books across multiple advisors\u2019 calendars simultaneously \u2014 no back-and-forth required.<\/p>\n\n\n\n

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Theme Support<\/h2>\n\n\n\n

GReminders integration supports the Redtail Light or Dark Mode. So your interface matches fully.


<\/p>\n\n\n\n

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Next Steps<\/h2>\n\n\n\n

Once your integration is live, we recommend:<\/p>\n\n\n\n

    \n
  • Run a test meeting<\/strong> to see the AI Notetaker in action and verify notes flow into Redtail<\/li>\n\n\n\n
  • Share your booking link<\/strong> with a colleague to test the scheduling experience<\/li>\n\n\n\n
  • Try Meeting Prep<\/strong> on an upcoming client meeting to see the AI-generated brief<\/li>\n\n\n\n
  • Explore task and workflow automation<\/strong> to see how the AI agent can streamline your post-meeting follow-up<\/li>\n<\/ul>\n\n\n\n

    <\/p>\n\n\n\n

    <\/p>\n\n\n\n

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    Troubleshooting<\/h2>\n\n\n\n

    Safari Users
    <\/strong>may experience third party cookie warnings. To avoid this please go to Safari > Settings > Privacy and Uncheck “Prevent Cross Site Tracking”. <\/strong><\/p>\n\n\n\n

    \"\"<\/figure>\n\n\n\n

    <\/p>\n\n\n\n

    Microsoft Edge<\/strong>
    If you are on Microsoft Edge and experiencing problems with login please open a Edge Tab and go here:<\/p>\n\n\n\n

    edge:\/\/settings\/content\/cookies<\/code><\/pre>\n\n\n\n
    Then turn off Block Third Party Cookies like so:<\/p>\n\n\n\n
    \"\"<\/figure>\n\n\n\n
    <\/p>\n\n\n\n
    <\/p>\n\n\n\n
    <\/p>\n\n\n\n
    <\/p>\n\n\n\n
    Have questions? Reach out to the GReminders team at support@greminders.com<\/strong> \u2014 we\u2019re here to help.<\/p>\n\n\n\n
    <\/p>\n","protected":false},"excerpt":{"rendered":"
    Overview The GReminders integration for Redtail CRM brings AI-powered meeting intelligence directly into your workflow. Once enabled, the AI Notetaker joins your calls in real time and makes smart suggestions \u2014 automatically generating meeting notes, creating contact entries, kicking off workflows, creating opportunities, and assigning tasks to the right team members within Redtail. 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