Enabling the GReminders Integration

Overview

GReminders is an AI-powered end-to-end meeting and automation solution for financial advisors. Product offerings include automated scheduling, client automations, Email/SMS reminders and an AI Assistant. GReminders continues to develop deep integrations with tools like Practifi that financial advisors use every day, helping them increase both productivity and revenue.

Please note: Practifi does not manage this integration. If you have configuration issues, please reach out to GReminders Support.

• About the Integration
• Resources

About the Integration

The GReminders integration with Practifi offers the following features:

• Booking a meeting via GReminders creates a new event in Practifi
• After a meeting, entities and contacts can be created for new contacts not found in Practifi
• AI notetaker summaries can be logged to Notes, Events or the Feed
• Pre-meeting briefs pull from Notes, Feed posts and Event descriptions

Resources

If you're interested in GReminders, you can start a free trial.

For help with onboarding, see the GReminders Support page or reach out to [e-mail].