Meeting notetaker / Meeting prep
Walk in knowing everything that matters
Before every client meeting, Vega reads across your emails, notes, open tasks, past meetings, and CRM records, then assembles the brief in the format you want it in.
Gmail 
Redtail 
Zoom Assembled before you ask for it
Every source, one brief
Emails with the client, notes, open tasks, past meetings, and the CRM record. That includes the daughter starting college and the trip to Italy, not just the account numbers.
Formatted the way you want it
Tell Vega how you like a brief laid out. What comes first, what gets its own section, what you never want to see. That is how it arrives every time.
The reminder email, drafted too
A short note to the client confirming the meeting, what you plan to cover, and anything they should bring. Send it as written or skip it.
On your calendar, automatically
Briefs are generated for the client meetings on your calendar without being asked, so one is waiting whenever you sit down to look.
More in Meeting notetaker
Notetaker
Notes, decisions, and next steps from every meeting.
Learn more →Follow-up
Recap emails and action items, drafted automatically.
Learn more →CRM sync
Structured meeting data straight into your CRM.
Learn more →Profile enrichment
ProContact and household records that keep themselves current.
Learn more →Meeting compliance
ProClient conversations reviewed against SEC rules.
Learn more →Meeting analytics
ProCoaching and client signals from every meeting.
Learn more →See Vega in action
Experience how Vega automates your daily workflows. Start your free trial or book a personalized demo.