FinanceAdvisors & Client-Facing

Microsoft OneNote Meeting Note to CRM Activity

Built for Financial Advisors.

Read tagged OneNote pages and write a structured activity to the CRM with the right contact and follow-ups, reducing post-meeting data entry for financial advisors.

Why this matters

The manual work this replaces

Advisors take meeting notes in OneNote and then have to retype the summary and follow-ups into the CRM activity record later in the day.

What Caddi does

How the automation runs

  1. Microsoft OneNote
  2. Salesforce
  3. HubSpot

This process logs a OneNote meeting page to the CRM. It detects a new OneNote page with the firm's client-meeting tag, identifies the contact by the page's attendee list in Salesforce or HubSpot, writes a structured activity summarizing decisions and action items on the contact, opens the matching follow-up tasks with owners and due dates, and links the OneNote page URL back on the activity.

Value created

What changes after Caddi

Turns tagged OneNote meeting pages into structured CRM activities with follow-ups, without the advisor doing the data entry.

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See it on your stack

Want Microsoft OneNote Meeting Note to CRM Activity automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.