Best Practices for Maximizing IMI
- Sync Your Calendar: This is the most efficient way to manage IMI for your scheduled meetings.
- Utilize Meeting Notes Templates: Select or create templates that match your different meeting types (e.g., GP Intro, Diligence Call, Update Call) for consistent and relevant note structures.
- Link to Investment Workspaces: Whenever possible, link your meetings to the relevant Investment Workspace. This centralizes all information and significantly enhances the AI's ability to generate insightful briefings and respond to "Ask AI" queries.
- Communicate with External Hosts: If the Clade Analyst is joining an externally hosted meeting, give the host a heads-up that an AI notetaker will join and will need to be admitted.
- Review and Refine Analyst Style: Periodically check your Meeting Analyst settings for "Level of Detail" and "Style" to ensure the generated notes meet your team's preferences.
- Train Your Team on "Ask AI": Encourage your team to explore the "Ask AI" feature to quickly find information from past meetings, saving significant time.
- Upload Pitch Decks Promptly: For the best Meeting Briefings and Tear Sheet generation, upload relevant pitch decks to Workspaces as soon as you receive them.
- Manage Auto-Join Settings Thoughtfully: Coordinate your team's "Default Auto-Join" preferences to avoid multiple bots attempting to join the same meeting. If in doubt, keep it OFF and manually toggle analysts for specific meetings.
- Keep Client Data Privacy in Mind: Understand how the "Privacy" setting for calendar sync affects guest data and configure it according to your firm's policies and client sensitivities.
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