AI can help you walk into every client meeting fully prepared — no manual research required. It gathers historical context, surface-level insights, and turns them into a clear, ready-to-go meeting agenda.
How It Works
When you open AI Magic, the system automatically compiles two years of relevant notes from your connected CRMs — Redtail and Wealthbox (with Salesforce integration coming soon) — plus any relevant Pulse notes.
All this information is analyzed to identify client updates, discussion items, and key follow-ups.
Currently Available in:
In Meeting Notes within Meeting Workspace
Your Options
Once the AI finishes preparing, you’ll see two ways to start your meeting prep:
1. AI Agenda — Generate Automatically
Let AI handle creating your meeting prep from your notes completely.
Click 'AI Magic' then choose AI Agenda to instantly create a complete, ready-to-review meeting agenda.
It includes:
Client updates and recent notes
Key discussion items grouped by topic (e.g., Estate Planning, Investments, Retirement)
Outstanding follow-ups
When your agenda is ready, you’ll see a confirmation screen. Click Use This Agenda to move directly into your prepared agenda view.
2. Custom Meeting Prep — Curate It Yourself
Prefer to be more hands on and review what’s included?
Select Custom Meeting Prep to browse through all relevant notes before the AI builds your agenda.
Step 1 — Open Custom Meeting Prep
Click AI Magic ▸ Custom Meeting Prep.
(See screenshot: menu with “AI Agenda” and “Custom Meeting Prep.”)
Step 2 — Select the notes to include
Use the topic filters (e.g., Retirement, Tax, Trust) to narrow results.
Each section shows a note count; expand to review details.
Check/uncheck sections or individual notes to curate exactly what you want.
When ready, click Start Meeting Prep (dropdown).
Step 3 — Choose how the AI should process your selection
From the Start Meeting Prep dropdown, pick one:
A) Do Magic (Auto-process with Liliana V2 — recommended)
The AI generates a complete agenda from your selected notes.
You’ll land on a ready-to-review agenda with updates, discussion items, and follow-ups.
Click Use This Agenda to proceed.
B) Give me control (Choose AI avatar and review process)
Select your AI assistant/avatar.
The AI drafts content based on the notes you selected.
Review and edit the draft (you’re in control of language, tone, and sections).
When satisfied, add the notes to the client record.