After each meeting with a client, you want them to move forward with clear next steps.
The challenge is that clients don’t always remember what was agreed, and meeting notes don’t always gets the job done.
A better approach is to ensure every meeting ends with a clear action plan.
That’s why you can now use AI to automatically generate suggestions for decisions and actions based on your meeting notes.
With our new feature in Interactions, you can do exactly that—helping your clients stay on track and move forward with confidence.
How to do it
To get started, open any client interaction, complete your meeting notes, and click Generate AI Action Plan in the Decisions & Actions section.
The AI analyzes your interaction title, purpose, and private notes to generate a list of next steps.
Review the suggested list, make any edits you need, and share the relevant ones with your client.
All shared items will automatically be added to the meeting summary email.
Elizabeth shows you how this new feature works in the short video below:
This new feature will help you help your clients with a clear path forward while helping you save time writing down action items and make follow-up easier with a list to walk through