Find the insights, guides, and latest updates about Clade.
Investment Meeting Intelligence
Introduction to Investment Meeting Intelligence
Getting Started with IMI
Inviting the Clade Analyst to a Meeting
Create a New Meeting in IMI
Add the Clade Analyst to an External Meeting
Create a Meeting from Manual Notes
Book a Meeting Using Your Scheduler Link
Automatically Create Meetings from Your Calendar
Quickstart Guide
IMI Quickstart Guide
FAQ
FAQ - Zoom
FAQ - MS Teams
FAQ: Cal Sync
Settings
Configuring IMI: The Settings Tab
Troubleshooting
IMI - Troubleshooting Common Issues
Best Practices
Best Practices for Maximizing IMI
Investment Workspaces
Introduction to Investment Workspaces
Getting Started with Investment Workspaces
Creating and Managing Workspace Lists
Working Inside a Workspace
AI Workflows
Introduction to AI Workflows
Getting Started with AI Workflows
Creating and Setting Up an AI Matrix
Managing and Updating Workflows
Viewing, Analyzing, and Sharing Workflow Outputs
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AI Workflows
AI Workflows
Introduction to AI Workflows
Getting Started with AI Workflows
Creating and Setting Up an AI Matrix
Managing and Updating Workflows
Viewing, Analyzing, and Sharing Workflow Outputs
