How to use AI to turn meeting transcripts into marketing content, team feedback, proposals and more!

Meeting transcripts are an untapped goldmine of context for accounting firms...

In this training, you'll learn first-hand how to use AI tools like Chat-GPT, Vinyl, and others to extract data from everyday client meeting transcripts to identify sales opportunities, provide feedback to team members, create content, proposals, board minutes, team training, and more!

We'll be covering:

• Why meeting transcripts are an untapped goldmine for accounting firms
• AI tools for capturing meeting transcripts
• The best AI models to use (and security risks to be aware of)
• Prompt engineering 101
• 13 ready-to-swipe meeting transcript prompts

If you're looking for practical and valuable ways to implement AI in your firm today, don't miss this session.