Redtail Meeting Note Write-Back
Built for Financial Advisors.
Turn each client meeting recording into a structured Redtail note, open the right follow-up activities, and tag the household, reducing post-meeting data entry for financial advisors.
The manual work this replaces
Advisors finish a client meeting and then spend 20-30 minutes typing notes and follow-up activities into Redtail, often days after the conversation.
How the automation runs
This process writes a client meeting back to Redtail. It collects the meeting transcript from Zoom, identifies the household by attendees, drafts a structured Redtail note summarizing decisions and action items, opens the matching follow-up activities on the contact with owners and due dates, and emails the advisor a confirmation of what was written.
What changes after Caddi
Captures every meeting in Redtail with a structured note and follow-ups on the same day, without the advisor doing the data entry.
Want Redtail Meeting Note Write-Back automated at your firm?
Show us this workflow and we'll demo Caddi running it end-to-end on your tools.