{"id":8854,"date":"2025-02-02T02:41:10","date_gmt":"2025-02-02T02:41:10","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=8854"},"modified":"2025-02-26T17:58:47","modified_gmt":"2025-02-26T17:58:47","slug":"ask-anything","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/ask-anything\/","title":{"rendered":"Ask Anything &#8211; AI Assistant"},"content":{"rendered":"\n<p>ChatGPT and many other GenAI tools have become an indispensable tool to many knowledge workers.  AI (specifically Generative AI) is the most transformative thing since the Internet, and when we look back probably more transformative.<\/p>\n\n\n\n<p>GReminders has rolled out &#8220;Ask Anything&#8221;. You can think of this as &#8220;ChatGPT on your Data&#8221;.   <\/p>\n\n\n\n<p>This not only allows you to &#8220;ask anything&#8221; but also &#8220;do anything&#8221;.   Meaning you can also ask it to:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Ask Anything on the Client Record<\/li>\n\n\n\n<li>Create Tasks<\/li>\n\n\n\n<li>Create Opportunities<\/li>\n\n\n\n<li>Create Notes<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">Ask Anything on AI Notetaker<\/h2>\n\n\n\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=\"AI Ask Anything \/ Do Anything from GReminders\" width=\"800\" height=\"450\" src=\"https:\/\/www.youtube.com\/embed\/ZmSJyY7__ZM?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>This means you can ask any question about your Meeting \/ Transcript and get an answer.  Simply click into the Notetaker detail screen and click on the Chat Tab<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"801\" height=\"1024\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ai-notetaker-ask-anything-801x1024.jpg\" alt=\"\" class=\"wp-image-8855\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ai-notetaker-ask-anything-801x1024.jpg 801w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ai-notetaker-ask-anything-235x300.jpg 235w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ai-notetaker-ask-anything-768x981.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ai-notetaker-ask-anything.jpg 1174w\" sizes=\"(max-width: 801px) 100vw, 801px\" \/><\/figure><\/div>\n\n\n<p>Use Cases include asking follow up questions, get into details discussed, etc&#8230;    <\/p>\n\n\n\n<p>Additionally you will see a little &#8220;s&#8221; after each sentence, which will take you to the portion of the transcript where that piece of information originated.   This allows you to drill in further AND also give you the confidence the information provided is correct.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Ask Anything on your Client<\/h2>\n\n\n\n<p>GReminders connects to your systems you use everyday.   Your CRM, Calendar and other Activity\/Workflow Tools.   <\/p>\n\n\n\n<p>For Redtail CRM Customers you can now &#8220;Ask Anything&#8221; against your Client Data.   This can be very helpful when doing Client Meeting Prep (prior to a meeting), when you are IN a Meeting (get a quick answer without having to hunt and peck for the right fields), or adhoc when you or your staff need answers.    <\/p>\n\n\n\n<p>Navigate to Contacts CRM, and search for a Client.<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"685\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/contacts-crm-1024x685.jpg\" alt=\"\" class=\"wp-image-8856\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/contacts-crm-1024x685.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/contacts-crm-300x201.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/contacts-crm-768x514.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/contacts-crm.jpg 1174w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>Then simply ask questions and receive answers:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"631\" height=\"1024\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ask-anything-client-631x1024.jpg\" alt=\"\" class=\"wp-image-8857\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ask-anything-client-631x1024.jpg 631w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ask-anything-client-185x300.jpg 185w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ask-anything-client-768x1247.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ask-anything-client-946x1536.jpg 946w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/02\/ask-anything-client.jpg 1170w\" sizes=\"(max-width: 631px) 100vw, 631px\" \/><\/figure><\/div>\n\n\n<p><\/p>\n\n\n\n<p>The data this system has access to, at the moment, is primarily your CRM. The more data you store in there the better the answers. This includes Notes, Activities, Meeting, Tasks, etc&#8230;<\/p>\n\n\n\n<p>We will be adding more system connections over the coming weeks\/months and also adding more CRM support.  <\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Data Privacy and Compliance<\/h2>\n\n\n\n<p>GReminders is a fully compliant system that has gone through rigorous system review, processes and third party audits.   Few things to note:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li>AI is not trained on your User Data PERIOD<\/li>\n\n\n\n<li>Zero Day Retention on Client Data for AI<\/li>\n\n\n\n<li>All Data is End to End Encrypted<\/li>\n\n\n\n<li>GReminders is hosted on Microsoft Azure Cloud Infrastructure and uses Azure OpenAI so data doesn&#8217;t leave the Azure Cloud.   Microsoft offers one of the world&#8217;s leading enterprise cloud infrastructure solutions.<\/li>\n<\/ol>\n\n\n\n<p><a href=\"https:\/\/www.greminders.com\/security\">Please see our Security page<\/a> for more information or request our latest Security Whitepaper.<\/p>\n\n\n\n<p>This is just the beginning.    <\/p>\n\n\n\n<p>Any questions?  Please email to support@greminders.com<\/p>\n\n\n\n<p>We look forward to your feedback.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>ChatGPT and many other GenAI tools have become an indispensable tool to many knowledge workers. AI (specifically Generative AI) is the most transformative thing since the Internet, and when we look back probably more transformative. GReminders has rolled out &#8220;Ask Anything&#8221;. You can think of this as &#8220;ChatGPT on your Data&#8221;. This not only allows [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":8858,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[57],"tags":[],"class_list":["post-8854","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>Ask Anything - AI Assistant - 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\/ask-anything\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Ask Anything - AI Assistant - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"ChatGPT and many other GenAI tools have become an indispensable tool to many knowledge workers. 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