{"id":9336,"date":"2025-05-27T18:01:15","date_gmt":"2025-05-27T18:01:15","guid":{"rendered":"https:\/\/www.greminders.com\/articles\/?p=9336"},"modified":"2025-05-27T22:51:22","modified_gmt":"2025-05-27T22:51:22","slug":"task-opportunity-recommendation-customization","status":"publish","type":"post","link":"https:\/\/www.greminders.com\/articles\/task-opportunity-recommendation-customization\/","title":{"rendered":"Task &amp; Opportunity Recommendation Customization"},"content":{"rendered":"\n<p>AI Notetaker is driving meaningful efficiencies for Post Meeting Follow Ups, Action Items, and Opportunity Recommendations.<\/p>\n\n\n\n<p>After Notetaker you will see recommendations for Tasks or Opportunities to be created:<\/p>\n\n\n<div class=\"wp-block-image\">\n<figure class=\"aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"463\" height=\"676\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/task_opp_recommendations.jpg\" alt=\"\" class=\"wp-image-9341\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/task_opp_recommendations.jpg 463w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/task_opp_recommendations-205x300.jpg 205w\" sizes=\"(max-width: 463px) 100vw, 463px\" \/><\/figure><\/div>\n\n\n<p>Want to recommend a Gift to be sent after the Birth of a Child is mentioned? Recommend an Insurance Product if certain life events occurred? You can do this now.<\/p>\n\n\n\n<p>Go to Management &gt; Notetaker Templates &gt; Advanced<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"621\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/notetaker_advanced-1024x621.jpg\" alt=\"\" class=\"wp-image-9340\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/notetaker_advanced-1024x621.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/notetaker_advanced-300x182.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/notetaker_advanced-768x466.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/notetaker_advanced.jpg 1440w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>You can now customize additional Task Instructions and\/or Opportunity Instructions\/Recommendations.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"760\" src=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/customize_task_opp-1024x760.jpg\" alt=\"\" class=\"wp-image-9343\" srcset=\"https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/customize_task_opp-1024x760.jpg 1024w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/customize_task_opp-300x223.jpg 300w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/customize_task_opp-768x570.jpg 768w, https:\/\/www.greminders.com\/articles\/wp-content\/uploads\/2025\/05\/customize_task_opp.jpg 1160w\" sizes=\"(max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p>Simply add additional instructions for Tasks or Opportunities. <\/p>\n\n\n\n<p>Once you make these changes, the new tasks\/opportunity recommendations should appear for the next meeting you have. <\/p>\n\n\n\n<p>Simple as that. <\/p>\n\n\n\n<p>If you have any questions please contact support@greminders.com<\/p>\n","protected":false},"excerpt":{"rendered":"<p>AI Notetaker is driving meaningful efficiencies for Post Meeting Follow Ups, Action Items, and Opportunity Recommendations. After Notetaker you will see recommendations for Tasks or Opportunities to be created: Want to recommend a Gift to be sent after the Birth of a Child is mentioned? Recommend an Insurance Product if certain life events occurred? You [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":9345,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[80],"tags":[],"class_list":["post-9336","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ai-crm"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v23.7 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Task &amp; Opportunity Recommendation Customization - 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\/task-opportunity-recommendation-customization\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Task &amp; Opportunity Recommendation Customization - End to End Meeting Management Platform - SMS Reminders - AI Notetaker\" \/>\n<meta property=\"og:description\" content=\"AI Notetaker is driving meaningful efficiencies for Post Meeting Follow Ups, Action Items, and Opportunity Recommendations. 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