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The AI Clone Academyโ„ข

63 members โ€ข Free

The AI Prompt Vault

19 members โ€ข $1/m

1 contribution to The AI Prompt Vault
Whatโ€™s the first AI tool you use in your daily workflow?
Kickstart your day! Tell us which AI tool you turn to first thing - whether itโ€™s for ideas, organisation or tackling tasks. Whatโ€™s your go-to AI sidekick?
1 like โ€ข Sep '24
I find ChatGPT is generally my go-to for rewording/drafting emails to clients. But we also use Saturn CoPlanner to record/transcrobe/summarise client interactions. It's worked wonders for our annual review process and helps to evidence all the relevant discussion points
0 likes โ€ข Sep '24
We trialled Fireflies earlier in the year and it was good. However, we are working with Saturn to improve our AR process. The hope is that they will be able to pre-populate our AR letter from the meeting notes recorded on their app. Work in progress at the moment but getting there!
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Chris Gillespie
1
4points to level up
@chris-gillespie-5461
Financial adviser at 3D Financial Planning in Reigate. Passionate about helping clients plan their futures.

Active 39d ago
Joined Sep 19, 2024