Welcome to GReminders We save advisors and their assistants hundreds of hours a year by automating the entire meeting lifecycle. What is the Meeting Lifecycle? Here’s a breakdown of the process: How much time does this take? According to a recent survey, advisory offices spend approximately 13.5 hours per client per year on these activities. […]
When scheduling a meeting, you often need a specific space, like a conference room, a dedicated office, or another area to host your gathering. These spaces are typically shared, meaning others may use them too, so reserving them in advance is essential. That’s where the Rooms & Resources feature comes in—a simple solution to secure […]
Notion is a popular all-in-one workspace that helps users organize tasks, notes, and projects. Launched in 2013, it has gained millions of users for its flexibility and ease of use. If you use Notion to manage your work, you can now automatically add AI-generated tasks (from post-meetings) directly to your Notion pages. This makes it […]
Monday.com stands out as a leading platform for project management. With its versatile tools, it simplifies the coordination of both internal and external projects. Now, you can seamlessly integrate AI Notetaker Tasks (Post-Meeting) into your Monday.com workflows, enhancing your project tracking with minimal effort.Here’s how to get started. Setup First, go to Org Settings > […]
