Redtail Meeting Assistant
Scheduling, AI Meeting Prep & AI Notetaker Inside Redtail
Available starting March 17th Inside Redtail
Get On the List
Meeting Scheduler
- Automated Scheduling & Advanced Calendaring
- Works with Redtail, Outlook or Google Calendar
- 1:1 or Account Teams
- Multi Office / Locations
- Collect Data, Feed Redtail
- Integration with Zoom, MS Teams, Phone System, etc...
Save Time with AI Notes & AI Assistant
- Save Time on Pre Meeting Prep & Post Meeting Follow Ups
- AI Pre Meeting Briefs
- One Click Client Presentations
- Instant AI Note/Task Summaries
- All Inside Redtail
Slash No Shows with Automated Reminders & Communications
- 100% in the Background
- Save Time on Client Follow Ups
- Send automated SMS, email, and voice reminders clients actually read
- AI Generated Follow Ups in your Drafts Folder
Deep Tool Integrations
- Zoom, MS Teams, VOIP, Phone Calls ...
- Email Intelligence (O365, Redtail Email, etc...)
- Documents (Box, Sharepoint ...)
- Workflow Management (PreciseFP, Hubly ...)
- and more...
Available starting March 17th Inside Redtail
Get On the List
We found GReminders, and as we were working our way through the program, we realized that it was way more than a scheduler.
Special Introductory Pricing
AI Notetaker
$49/user
per month (annual)
- AI Meeting Summaries
- Pre Meeting Briefs
- Workflow Suggestions
- Task Sync
- Follow Up Emails
- Notetaker Ask Anything
★ BEST
AI Notetaker + Scheduling
$69/user
per month (annual)
- Scheduling + Email/SMS Reminders
- AI Meeting Summaries
- Pre Meeting Briefs
- Workflow Suggestions
- Task Sync
- Follow Up Emails
- Notetaker Ask Anything
GReminders replaces five tools with one simple platform — built specifically for financial professionals. No complex setup. No duct-taped integrations. Just smooth, more efficient client engagements from start to finish.