{"id":8196,"date":"2024-09-29T16:17:05","date_gmt":"2024-09-29T16:17:05","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=8196"},"modified":"2026-04-21T17:20:09","modified_gmt":"2026-04-21T17:20:09","slug":"pre-meeting-briefs","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/pre-meeting-briefs\/","title":{"rendered":"Pre Meeting Briefs"},"content":{"rendered":"\n<figure class=\"wp-block-embed is-type-video is-provider-youtube wp-block-embed-youtube wp-embed-aspect-16-9 wp-has-aspect-ratio\"><div class=\"wp-block-embed__wrapper\">\n<iframe loading=\"lazy\" title=\"GReminders AI Pre-Meeting Prep for 2026\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/ykXkfMCnVTE?feature=oembed\" frameborder=\"0\" allow=\"accelerometer; autoplay; clipboard-write; encrypted-media; gyroscope; picture-in-picture; web-share\" referrerpolicy=\"strict-origin-when-cross-origin\" allowfullscreen><\/iframe>\n<\/div><\/figure>\n\n\n\n<p>A <a href=\"https:\/\/www.kitces.com\/blog\/how-do-financial-advisors-spend-time-research-study-productivity-capacity-efficiency\/\" rel=\"nofollow\">2023 Kitces Survey<\/a> said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation.<\/p>\n\n\n\n<p>This includes things like remembering back to the last conversation, collecting notes and making themselves refamiliar with the client or prospect.  <\/p>\n\n\n\n<p>What does their portfolio performance look like?   Or how have recent market events affected their thinking.<\/p>\n\n\n\n<p>Did you remember the last life event they had?   <\/p>\n\n\n\n<p>Lots of things to do &#8220;Pre Meeting&#8221; so you are well prepared and look good to the Client.<\/p>\n\n\n\n<p>With AI as a helper, you can now save at least 50% of your pre meeting time by relying on Pre Meeting Brief Summaries!   AI makes you Super Human, leverage it.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Introducing Pre Meeting Briefs<\/h2>\n\n\n\n<p>Pre Meeting Preparation Briefs are summaries of all of your recent interactions with the client SINCE your last discussion.<\/p>\n\n\n\n<p>If you have GReminders connected to the CRM (you should), GReminders will pull the most recent notes and interactions from your systems and summarize them for easily digestible content.<\/p>\n\n\n\n<p>This will by default sent to you in an email 1 hour prior to the Call OR you can access these per meeting summaries at any time from the Event Detail Page.   <\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"965\" height=\"358\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/premeetingbrief-inapp.png\" alt=\"\" class=\"wp-image-8197\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/premeetingbrief-inapp.png 965w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/premeetingbrief-inapp-300x111.png 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/premeetingbrief-inapp-768x285.png 768w\" sizes=\"(max-width: 965px) 100vw, 965px\" \/><\/figure>\n\n\n\n<p>Lets take a look at an example Brief:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"610\" height=\"1008\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre-meeting-brief-email.png\" alt=\"\" class=\"wp-image-8198\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre-meeting-brief-email.png 610w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre-meeting-brief-email-182x300.png 182w\" sizes=\"(max-width: 610px) 100vw, 610px\" \/><\/figure><\/div>\n\n\n<p>Here you will see some Conversation Starters, including Client Overview, Action Items, and various things to review and discuss in your call.<\/p>\n\n\n\n<p>You can also customize timing on when the system sends you Pre Meeting Briefs. Go to your Profile, you can select 7 days prior to 1 hour prior (or disable it completely). You Decide.<\/p>\n\n\n\n<p><\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Access Pre Meeting Briefs<\/h2>\n\n\n\n<p>The underlying source data comes mostly from your CRM Notes (on the related Contacts, Households and Accounts), so this is mostly useful when GReminders is connected to your CRM (Salesforce, Redtail, Wealthbox, Pipedrive, Active Campaign, etc&#8230;). Pre Meeting Brief data can also come from previous meeting summaries that stem from AI Notetaker Summaries and Recordings. So even if you do not have a CRM connected and are using AI Notetaker the system can pull summaries from previous calls\/meetings.<\/p>\n\n\n\n<p>Currently this is a Feature of the Business Plan.   <\/p>\n\n\n\n<p>Note: Content may vary based on information available to the system.    <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Share Pre Meeting Briefs<\/h2>\n\n\n\n<p>Under your Profile you can automatically always share your Pre Meeting Brief Emails to your Team members or Staff that supports you. Just enter their email and they will be CCed on these Pre Meeting Briefs prior to the meeting.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Want to Control which Content Pre meeting Briefs pulls information from?<\/h2>\n\n\n\n<p>Enter <a href=\"https:\/\/app.greminders.com\/admin\/premeeting\/\">Pre Meeting Brief Templates<\/a>. If you are using Redtail \/ Wealthbox \/ Salesforce and other CRMs you can filter your the content being considered for Pre Meeting Briefs using Tags, Categories or Types. (Depending on your CRM)<\/p>\n\n\n\n<p>Create a Pre Meeting Brief Template (all criteria to start) and you can determine how far back the system goes to collect notes (to the last meeting, or to a fixed timeframe).   For example if you are doing Annual Reviews you can always have the system go back 12 months.  <\/p>\n\n\n\n<p>And IF you are categorizing notes and activities the system can filter against Tags, Categories or Tags depending on the CRM you are using.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"944\" height=\"768\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre_meeting_content_w_criteria.jpg\" alt=\"\" class=\"wp-image-9377\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre_meeting_content_w_criteria.jpg 944w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre_meeting_content_w_criteria-300x244.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre_meeting_content_w_criteria-768x625.jpg 768w\" sizes=\"(max-width: 944px) 100vw, 944px\" \/><\/figure>\n\n\n\n<p>You can use Criteria to automatically apply Pre Meeting Briefs to certain Events\/Meetings.<\/p>\n\n\n\n<p>If you do not use any criteria, and you want this Template to be the &#8220;default&#8221; one that applies if no other templates matches check the Default Checkbox.<\/p>\n\n\n\n<p>If there is no Default checkbox we will use the System Template.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Further AI Instructions for Customizations<\/h2>\n\n\n\n<p>You can and should customize Pre Meeting Briefs and tune it to your format, layout and content.    You can further customize Pre Meeting Briefs by giving the AI better instructions.    <\/p>\n\n\n\n<p>Do this by toggling Customize and from here you can give it more instructions such as what format (Bullet Points vs Tables), Agenda Items, Client Overview information including what data you care about, etc&#8230;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"328\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre-meeting-ai-instructions-1024x328.jpg\" alt=\"\" class=\"wp-image-9108\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre-meeting-ai-instructions-1024x328.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre-meeting-ai-instructions-300x96.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre-meeting-ai-instructions-768x246.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2024\/09\/pre-meeting-ai-instructions.jpg 1157w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Experiment with different approaches.   If you need help here please contact us at support@greminders.com<\/p>\n\n\n\n<p>We will continue to build out this area over time.   Have Suggestions?  Please email to feedback@greminders.com, we would love your feedback.<\/p>\n\n\n\n<p>If you have any questions please contact support@greminders.com<\/p>\n\n\n\n<p>Happy Meetings!<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation. This includes things like remembering back to the last conversation, collecting notes and making themselves refamiliar with the client or prospect. What does their portfolio performance look like? Or how have recent market events affected their thinking. Did [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8201,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[57],"tags":[],"class_list":["post-8196","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-assistant"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Pre Meeting Briefs - 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\/pre-meeting-briefs\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Pre Meeting Briefs - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"A 2023 Kitces Survey said Financial Advisors spend 4 hours PER client PER Year on Meeting Preparation. 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