{"id":11580,"date":"2026-06-02T21:03:22","date_gmt":"2026-06-02T21:03:22","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=11580"},"modified":"2026-06-02T21:03:51","modified_gmt":"2026-06-02T21:03:51","slug":"may-recap","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/may-recap\/","title":{"rendered":"May Recap"},"content":{"rendered":"\n<p>May was another packed month &#8211; loaded with a dozen new releases, new integrations, and three community webinars. Here&#8217;s everything we shipped and everywhere we showed up:<\/p>\n\n\n\n<p><strong>What&#8217;s New in May<\/strong><\/p>\n\n\n\n<p>This month&#8217;s biggest releases brought smarter scheduling controls, deeper AI capabilities, and more flexibility for teams managing complex workflows.<\/p>\n\n\n\n<p><strong>Apply Same or Opposite Blocks for Working Hours<\/strong> &#8211; Easily block conflicting availability across your schedule. If you work from multiple offices, you can\u2019t be available in more than one location on the same day. This update makes it simple to automatically block those conflicts directly within your Working Hours settings.<\/p>\n\n\n\n<p><strong>Assign AI Tasks to Groups for Redtail<\/strong> &#8211; Redtail Customers can now assign Tasks to multiple people using Groups.&nbsp; &nbsp; Simply Select a GReminders Group when assigning tasks to post Notetaker, and we will automatically expand that group and assign that task to all the users within that Group.<\/p>\n\n\n\n<p><strong>Select Multiple Date Ranges at a Time <\/strong>&#8211; For Advanced Scheduling, we&#8217;ve made it easier to select multiple date ranges at a time for availability or blocks.&nbsp; &nbsp; Fewer clicks, more Efficiency.<br>Timeslots are now available in the GReminders Sidebar<br><br><strong><a href=\"https:\/\/www.greminders.com\/articles\/get-the-latest-social-media-posting-from-your-clients\/\">Stay Informed with Client LinkedIn Insights<\/a> <\/strong>&#8211; Stay up to date with your clients\u2019 recent LinkedIn activity to walk into every meeting with more context, stronger talking points, and a more personalized experience.<br><br><strong>AI Notetaker Now Supports Multiple Contacts<\/strong> &#8211; After your meeting, AI Notetaker can now automatically log to MULTIPLE contacts at once.&nbsp;<\/p>\n\n\n\n<p><strong>CC &amp; Shared Mailbox Support for Meeting Emails<\/strong> &#8211; You can now CC additional recipients on both Pre-Meeting Agenda emails and Notetaker Follow-Up emails.<\/p>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\/articles\/automating-client-age-milestones-with-crm-criteria-bulk-sends\/\"><strong>Age and Birthday Criteria Added to Bulk Sends<\/strong><\/a><\/p>\n\n\n\n<p><strong>&nbsp;Custom Keywords to Automatically skip Pre Meeting Briefs<\/strong> &#8211; You can now use Custom Keywords to automatically skip Pre Meeting Briefs for specific Meetings or Events.&nbsp; To configure your keyword filters, go to Setup &gt; Pre Meeting Brief Settings.<\/p>\n\n\n\n<p><strong>Custom Timezone for Custom Availability within Event Types Notetaker has Sentiment by Default <\/strong>(Business Plan Only)&nbsp;<br><br><strong><a href=\"https:\/\/www.greminders.com\/articles\/wealthreach-integration\/\">WealthReach Integration<\/a><\/strong> &#8211; The integration between&nbsp;<a href=\"https:\/\/www.wealthreach.ai\/\">WealthReach<\/a>&nbsp;and GReminders bridges the gap between active interest and an empty calendar.<\/p>\n\n\n\n<p><strong>IN THE COMMUNITY<\/strong><\/p>\n\n\n\n<p>May had our team showing up in meaningful ways across the industry. Here&#8217;s where we connected:<\/p>\n\n\n\n<p><strong>Gateway Financial Advisors Annual Conference<\/strong><\/p>\n\n\n\n<figure class=\"wp-block-image size-full is-resized\"><img loading=\"lazy\" decoding=\"async\" width=\"480\" height=\"640\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/image-1.png\" alt=\"\" class=\"wp-image-11582\" style=\"width:356px;height:auto\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/image-1.png 480w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/image-1-225x300.png 225w\" sizes=\"(max-width: 480px) 100vw, 480px\" \/><\/figure>\n\n\n\n<p>We connected with the community with webinars with <a href=\"https:\/\/www.greminders.com\/lpn\/wealthreach-greminders-integration-webinar\">WealthReach<\/a>, <a href=\"https:\/\/www.wealthbox.com\/webinars\/the-psychology-of-showing-up-why-clients-miss-meetings-and-how-to-fix-it\/?sfid=701Rc00000ecPHkIAM&amp;utm_campaign=webinar-greminders-20260526&amp;utm_source=partner&amp;utm_medium=direct\">Wealthbox<\/a>, and Investipal. <\/p>\n\n\n\n<p>We&#8217;re grateful for every opportunity to connect with advisors, partners, and the broader financial services community. Stay tuned &#8211; June is already shaping up to be another big month for releases and events.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>May was another packed month &#8211; loaded with a dozen new releases, new integrations, and three community webinars. Here&#8217;s everything we shipped and everywhere we showed up: What&#8217;s New in May This month&#8217;s biggest releases brought smarter scheduling controls, deeper AI capabilities, and more flexibility for teams managing complex workflows. Apply Same or Opposite Blocks [&hellip;]<\/p>\n","protected":false},"author":12,"featured_media":11583,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[1],"tags":[],"class_list":["post-11580","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-general"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>May Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/www.greminders.com\/articles\/may-recap\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"May Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"May was another packed month &#8211; loaded with a dozen new releases, new integrations, and three community webinars. Here&#8217;s everything we shipped and everywhere we showed up: What&#8217;s New in May This month&#8217;s biggest releases brought smarter scheduling controls, deeper AI capabilities, and more flexibility for teams managing complex workflows. Apply Same or Opposite Blocks [&hellip;]\" \/>\n<meta property=\"og:url\" content=\"https:\/\/www.greminders.com\/articles\/may-recap\/\" \/>\n<meta property=\"og:site_name\" content=\"End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"article:publisher\" content=\"https:\/\/www.facebook.com\/greminders\/\" \/>\n<meta property=\"article:published_time\" content=\"2026-06-02T21:03:22+00:00\" \/>\n<meta property=\"article:modified_time\" content=\"2026-06-02T21:03:51+00:00\" \/>\n<meta property=\"og:image\" content=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/Untitled-720-x-400-px-6.png\" \/>\n\t<meta property=\"og:image:width\" content=\"720\" \/>\n\t<meta property=\"og:image:height\" content=\"400\" \/>\n\t<meta property=\"og:image:type\" content=\"image\/png\" \/>\n<meta name=\"author\" content=\"Emily Willis\" \/>\n<meta name=\"twitter:card\" content=\"summary_large_image\" \/>\n<meta name=\"twitter:label1\" content=\"Written by\" \/>\n\t<meta name=\"twitter:data1\" content=\"Emily Willis\" \/>\n\t<meta name=\"twitter:label2\" content=\"Est. reading time\" \/>\n\t<meta name=\"twitter:data2\" content=\"3 minutes\" \/>\n<script type=\"application\/ld+json\" class=\"yoast-schema-graph\">{\"@context\":\"https:\/\/schema.org\",\"@graph\":[{\"@type\":\"WebPage\",\"@id\":\"https:\/\/www.greminders.com\/articles\/may-recap\/\",\"url\":\"https:\/\/www.greminders.com\/articles\/may-recap\/\",\"name\":\"May Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\",\"isPartOf\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/#website\"},\"primaryImageOfPage\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/may-recap\/#primaryimage\"},\"image\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/may-recap\/#primaryimage\"},\"thumbnailUrl\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/Untitled-720-x-400-px-6.png\",\"datePublished\":\"2026-06-02T21:03:22+00:00\",\"dateModified\":\"2026-06-02T21:03:51+00:00\",\"author\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/523129841c1b6c28873db41d01647bf6\"},\"breadcrumb\":{\"@id\":\"https:\/\/www.greminders.com\/articles\/may-recap\/#breadcrumb\"},\"inLanguage\":\"en-US\",\"potentialAction\":[{\"@type\":\"ReadAction\",\"target\":[\"https:\/\/www.greminders.com\/articles\/may-recap\/\"]}]},{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greminders.com\/articles\/may-recap\/#primaryimage\",\"url\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/Untitled-720-x-400-px-6.png\",\"contentUrl\":\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2026\/06\/Untitled-720-x-400-px-6.png\",\"width\":720,\"height\":400},{\"@type\":\"BreadcrumbList\",\"@id\":\"https:\/\/www.greminders.com\/articles\/may-recap\/#breadcrumb\",\"itemListElement\":[{\"@type\":\"ListItem\",\"position\":1,\"name\":\"Home\",\"item\":\"https:\/\/www.greminders.com\/articles\/\"},{\"@type\":\"ListItem\",\"position\":2,\"name\":\"May Recap\"}]},{\"@type\":\"WebSite\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#website\",\"url\":\"https:\/\/www.greminders.com\/articles\/\",\"name\":\"End to End Meeting Management Platform - SMS Reminders - AI Notetaker\",\"description\":\"GReminders\",\"potentialAction\":[{\"@type\":\"SearchAction\",\"target\":{\"@type\":\"EntryPoint\",\"urlTemplate\":\"https:\/\/www.greminders.com\/articles\/?s={search_term_string}\"},\"query-input\":{\"@type\":\"PropertyValueSpecification\",\"valueRequired\":true,\"valueName\":\"search_term_string\"}}],\"inLanguage\":\"en-US\"},{\"@type\":\"Person\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/523129841c1b6c28873db41d01647bf6\",\"name\":\"Emily Willis\",\"image\":{\"@type\":\"ImageObject\",\"inLanguage\":\"en-US\",\"@id\":\"https:\/\/www.greminders.com\/articles\/#\/schema\/person\/image\/\",\"url\":\"https:\/\/secure.gravatar.com\/avatar\/4f3e2ec9d83d3df6e6e0bfef4c3f56b1?s=96&d=mm&r=g\",\"contentUrl\":\"https:\/\/secure.gravatar.com\/avatar\/4f3e2ec9d83d3df6e6e0bfef4c3f56b1?s=96&d=mm&r=g\",\"caption\":\"Emily Willis\"}}]}<\/script>\n<!-- \/ Yoast SEO plugin. -->","yoast_head_json":{"title":"May Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","robots":{"index":"index","follow":"follow","max-snippet":"max-snippet:-1","max-image-preview":"max-image-preview:large","max-video-preview":"max-video-preview:-1"},"canonical":"https:\/\/www.greminders.com\/articles\/may-recap\/","og_locale":"en_US","og_type":"article","og_title":"May Recap - End to End Meeting Management Platform - SMS Reminders - AI Notetaker","og_description":"May was another packed month &#8211; loaded with a dozen new releases, new integrations, and three community webinars. 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