Integrations
Works With Your Stack
AI Secretary connects to the tools you already use. Smart Actions sync to your CRM. Meetings are captured from your platform. Zero setup friction.
CRM Integrations
Redtail
ActiveSmart Actions sync directly to Redtail contact fields — income, assets, goals, risk profile, follow-up tasks.
Wealthbox
ActiveStructured data pushes to Wealthbox fields automatically. No copy-pasting from meeting notes.
Orion
ActiveFinancial data extracted from meetings flows into Orion's client records and workflow triggers.
eMoney
Coming SoonFinancial planning data from meetings will sync to eMoney client profiles.
Salesforce
Coming SoonEnterprise CRM integration for larger advisory firms.
Meeting Platforms
Zoom
ActiveAI Secretary joins Zoom calls silently. No bot visible to clients.
Google Meet
ActiveFull integration with Google Meet — works with Google Workspace.
Microsoft Teams
ActiveEnterprise-ready Teams integration for firm-wide deployment.
Phone
ActiveRecord and transcribe phone calls. AI Secretary captures everything — no app needed on the client's end.
How CRM Sync Works
AI Secretary joins your meeting and extracts Smart Actions
Structured data maps to specific CRM fields (not a text dump)
Income, assets, risk profile, goals sync automatically
Follow-up tasks and compliance flags are created
All source data is permanently destroyed after sync
Ready to connect your stack?
Setup takes less than 2 minutes. No engineering required.
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