woodennickel

Verified purchaser

Deals bought: 75Member since: Apr 2019
4 stars
4 stars
Jan 16, 2020

Helps more than I thought...

For years I've been using Evernote to record my meetings. It works fine. But I thought for $100 lets try out this Adam.AI. I'm glad I did. I just used it for my first meeting and found it actually quite useful to have the information fields there for completion: Date, time, attendees, notes, actions, etc. Having those fields there to quickly complete, and being able to assign tasks was great. It was quite intuitive. One thing to watch is the Projects. I saw an AppSumo guy do a video about Adam.AI and he said for a freelancer to use the projects as your customers. I can see how useful this will be. I can click on my project 'customer' and see all our meetings and information. Watch how you use Projects... its important.

Now I don't like leaving my data in apps like this... what if they crash and burn and I lose my info. So what I did at the end was email the meeting package to myself (and my guest). I then sent the email I received to my evernote - so I'll still have a copy in there as well. All I did was forward it by email so not too tough.

What would I like to see?
- On the Project page, I'd like to be able to click on the meetings, actions items etc. and have them show up (It seems like it shoud... maybe the link just wasn't working?)
- On the attendance it would nice to add in how they attended. ie. some in person, some via phone, etc. Just a field or options such as: In Person, Audio, or Audio&Video (Imp. to be able to say if they could see something and were just not on the phone)
- Vectura option/integration (not just zoom)
- being able to assign tasks to a guest... this is important. I need to give my clients tasks to do, and would rather those tasks be in the actions then in the notes. I don't want them accessing my system, but I do want them to have a list of action items.

All that being said, I was surprised... I didn't think I would like or need it... but I did. Its like the heated seats in the truck, you don't them or appreciate them until you've tried them... then wow, how could you do without it.

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