AGENTS
AI Meeting Notetaker
Joins your Zoom, Teams, Webex, or Google meetings, transcribes real-time notes, summarizes action items, and provides post-meeting insights.
Anytime
Availability
Unlimited
Meetings
Smart Calendar Agent
This intelligent agent scans your calendar for upcoming Zoom meetings and automatically joins on time to record, transcribe, and summarize them — no manual action needed.
Google / Outlook
Calendar Support
Fully Automated
Join Behavior
ChatGPT/Claude Contact Connect
Access your AdvisorCRM contact data directly within Claude or ChatGPT deep research!
Platform Sync
Claude / ChatGPT
Secure Access
OAuth and Token Auth