Who has experience with using Orion's AI in Redtail CRM? (example: cleaning up contact database)

I'm trying to get our client review process documented especially since Redtail recently added their Client Review module and GReminders added their bulk send which can automatically send scheduling reminders. A while ago I set up tags for each month. Greminders suggest that I use the month tags rather than triggered off of the last review and frequency set up in Redtail Client Reviews tab. Does anyone have a preference and why.

Hi everyone, I’m Aiza. Just joined the group. I work with RIA firms on AI adoption: which tools are safe to use around client data, what a one-page AI policy should cover, and how to set up workflows like meeting notes to CRM with a human review step. I’m here to swap notes with the people who actually run these firms. I see the AI side, you see what’s really happening day to day, and the gap between the two is where the interesting questions are. So, a question for owners and operators: what’s the one task that eats the most time in your firm every week? A) Meeting notes and follow-ups B) CRM data entry C) Client reporting D) Compliance paperwork E) Something else (tell me below) Happy to share what I know on any of these.

We're getting ready for an Ask Me Anything Webinar on Delegation, and I have a feeling this conversation is going to be both refreshing and inspiring! Tuesday, October 27th 11am PST We're joined by Dorian Zarbakhsh of Athena Executive Services to talk about what it really takes to delegate effectively, empower your team, and create more freedom in your business. Expect real conversations, practical takeaways, and a fresh perspective on what's possible when you stop trying to do it all. Come ready to be inspired and rethink the way you lead! We'd love to see you there! Webinar Registration Link: https://us02web.zoom.us/webinar/register/WN_bwjXM4hzQQmbCmCbdHJVQw#/registration