DataDasher
Spend time with clients, not taking notes.
Description
DataDasher is an AI-powered meeting assistant built for advisors, automating meeting prep, note-taking, action items, and follow-ups so you can focus entirely on your clients.
Key Features
- AI Meeting Summaries – Automatically generate clear, customizable meeting notes in your own writing style.
- Client Knowledge on Demand – Instantly query client details, from financial data to personal preferences.
- Automated Follow-Ups – Draft personalized pre-meeting prep and post-meeting follow-up emails in seconds.
Use Cases
- NA
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Details
- Category: Agent Builder
- Industry: Technology
- Access Model: Open Source
- Pricing Model: Paid
- Created By: Getmorebacklinks
- Creator Email: facebookautomation124616@gmail.com