Records and summarizes client meetings, drafts follow-up emails, logs structured notes and tasks to the CRM and updates the client plan, keeping the advisor in control of what is sent and stored.
Not yet specifiedSemi-autonomousComplexity: Low
This agent is in the backlog. Registered interest decides which agents are specified and prototyped next.
What it does
Transcribe and summarize video or in-person meetings
Extract action items, decisions and disclosed life events
Draft follow-up email for advisor edit
Write notes and tasks to CRM
Flag items needing compliance attention (e.g., complaints, suitability changes)