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Mike Kostrich
Currently testing out Granola as an AI note taking app when having discussions with clients for onboarding, client meetings, etc.
Finding that being able to summarize a discussion from ZOOM, TEAMS, a phone call or an in person meeting into customized note format template at the click of a button (which can then be easily copied into an FC note on the clients profile will:
  1. keep firm staff informed of recent situations, and
  2. create significant time efficiency going forward (i.e. won't have to try to summarize things from scratch notes after a meeting)
Wondering if FC is looking at:
a) its own version of an AI note taking app at all for this process, or
b) integration with a particular AI note taking app currently out there into its system