Dashboard

I want AI to do my donkey work for me. And I want it to do it so I can spend more time with my clients and helping my clients. Right. So at a high level, what I would love is the ability to say, hey, you know, you have a client session coming up. Use this worksheet that you've developed, send it to the clients. Trigger them and remind them. They send it back. They include all of the information. They include the documentation. I want to upload. I want to upload spreadsheets. I want to upload, you know, QuickBook report PDFs, I want to upload CSV files. I want to upload all of the different tools that I want to use. I want you to extract that into a structured way. I want it to take that and make it easy for me to be able to engage with my clients. So, you know, the worksheet and the questions set of questions gives me kind of information. But then when I have financial information to view, I want that financial information. Like before my session, I'm going to look at their spreadsheet and I'm going to pull out data. I want AI to do that. I want AI to take the time and extract and make suggestions about things. And then I want it to get into a coaching workflow where it generates the presentation that I can use to talk to them about these issues. And then I focus on helping them do that. And then at the end of that call, there's notes that get captured, initiatives get captured, quarterly projects, all of that gets captured and is available in a platform. And so I'm not then working from Word docs and PDFs and then Google slide deck. It's all integrated. And that would take out about six applications out of my life, and a whole lot of donkey work.