In Pulse360, you can create notes using your own words or our AI feature, Note Genius, to generate client-facing notes.
How: Step-by-step directions on how to use Note Genius to Create a Note
Navigate to "Meeting Workspace" in the left tab menu. The first step is to select the contact.
2. Select the client first and then the event date on which you would like to work.
You can create an event here, or events from your CRM will sync automatically in Pulse360.
3. Once you have chosen your contact, and meeting date, click "Note Genius"
4. When prompted, enter your notes or action items. AI will organize them into different topics for better management and organization.
5. Select an assistant or tone for organizing notes, creating client emails, or setting up tasks.
6. Once the notes are generated, they will be displayed for your review. You can edit them if you wish, format the text, and even change the topic based on your preference. You also have the option to skip or include the note, or even add a separate note written by you.
(1) Topic - These are general categories that can cover a wide range of subjects, such as Education, Taxes, and so on
(2) Subtopic - These are sub-categories such as "Actions Items" and "Client To Do."
(3) Option - if you want to Add the note you're currently reviewing or not.
(4) Arrow keys to navigate between the previous and next set of notes.
(5) If you want to add additional notes, click on the plus sign button.
7. Note Genius will automatically create tasks if necessary. In the "Create Task" tab on the left side, you can change the subject and due date and assign the task to anyone in your CRM.
You also have the option to attach files, trigger workflows, or add tags to your notes.
8. Once you have finished reviewing all the notes, you can add any notes that are queued when you're ready by clicking "Add Queued Notes"
9. After adding the queued notes, on the left side, the task, the notes, and anything attached to the notes will sync to your CRM. On the right side, there's a preview of the final document/email.
If you need to make any changes to a note, please update it on the left side of the screen and then select the note to edit. Any changes made will automatically update the email or document.
10. Once you're ready to send, you can click on Finalize, Share, and Send as Email, Print, or Download PDF.
