Your next draft is already written. You just haven't ended the meeting yet. 🚀
MeetingOS synthesizes every meeting into a ready-to-go first draft. Instantly. You just edit. 🤯
Free for 20 meetings a month. Wildly affordable for unlimited.
Try it here: https://t.co/FOXyFLfYIj
Had such a blast doing Fintech Impact for the THIRD time with @jasonpereira. He always asks incisive questions and we talked about how a MeetingOS goes beyond the AI notetaker. 👍🚀
Our CEO @AaronKlein just went on Fintech Impact Episode 429 with @jasonpereira!
They talked about why AI notetakers are solving the wrong problem.
Most tools join your call, transcribe everything, send a summary to people who were already there. Then nothing happens.
The real challenge? Turning what gets said into what gets done.
For advisors, the meeting is where you demonstrate value. You can't do that scrambling for context or missing what a client said three months ago.
MeetingOS works in the background. No bot. Just intelligence that helps you walk in prepared and walk out with action items captured.
Live on Spotify, Apple, and everywhere you listen 🎧
→ Link: https://t.co/RLm3Pwy7dH
"Seven robots join the call and do absolutely nothing." — a prospect, to our founder @AaronKlein
The unpopular take: the AI shouldn't be in the room.
No bot. No recording. Just intelligence.
A prospect told me: "I've had seven robots join a call and do absolutely nothing."
Seven bots. Zero follow-through.
Unpopular take: the AI shouldn't be in the room.
No bot. No recording. Just intelligence. 🤖
Big news for financial advisors! We've teamed up with @AssetMapLLC.
Advisors walk in prepared, visualize the household live, stay present with clients, and walk out with every action item already captured.
No bot. No recording. Just intelligence.
Join @hadamholt + @AaronKlein on June 11, 2pm ET 👇
https://t.co/U0VoTPTBKd
Financial advisors, this is it. Client meetings should be about humans — not the tech stack.
@AssetMapLLC + @ContioAI: prep handled, presence preserved, follow-up done. 💥
See it live June 11, 2pm ET 👇
We're excited to announce our newest integration with @ContioAI 🎉
Client meetings should be about humans, not juggling tools. That's why we're thrilled with this integration. Advisors can walk in prepared, visualize the household in real time, stay fully present with clients, and walk out with every insight, decision, and action item already captured.
Advisors who do not already have a Contio account get one automatically when they enable the integration. The free plan covers up to 20 meetings per month and includes agenda planning, document and data attachments, attendee sharing, AI-powered notes, AI-powered action items, and calendar integration, giving advisors a full AI operating system for meetings at no added cost.
Want to see the integration in action?
Reserve your spot for our upcoming webinar with H. Adam Holt and Aaron Klein of Contio on June 11th at 2pm ET, where we'll cover what more productive, more connected client meetings can look like 👇
https://t.co/Epzr0udZkK
If you like configuring MCP servers or installing skills, go for it!
If you like connecting your Google or Microsoft account and everything just works, that’s why we built Contio. 😉
Some of my engineer friends have tried to build their own version of Daily Brief.
MCP servers wired to their calendar. Custom prompts pulling from email. Skills for Drive.
With enough code, it mostly works — for them.
Three weeks ago, my calendar said "Katie + Aaron."
At first glance, I had no idea what stood behind that invite. Would have walked in cold to what turned out to be a media interview.
Daily Brief is here.
Every evening at 6pm local, an email with a personalized brief for every meeting on tomorrow's calendar lands in your inbox. Context, prior decisions and open commitments are handled before you even think about it.
Walk in prepared. Every time.
→ Learn More: https://t.co/CAIiyt28E9
Angie (head of growth marketing) and I were super excited to welcome Sam Bergstrand aboard today as our new Head of Media.
We’ve got big plans not just for telling Contio’s story, but telling the stories of the amazing customers we get to serve. Let’s go! 🚀
We've been quietly working on this for months and couldn't be more fired up 🔥 The future of protein alert AI is HERE. We're not just turning meetings into momentum anymore — we're turning brisket into business outcomes. Welcome to MeatingOS. 🥩
While it was fun to work for the past few months on turning meetings into momentum, we're excited this morning to announce our BIG PIVOT.
Introducing MeatingOS: we turn what gets grilled into what gets fulfilled.
You know a product is different when someone sees it and immediately cancels what they were already using. 🎯
That’s exactly what happened when Tom Fields, Founder and CEO of @FynancialApp, first used MeetingOS.
One look, and the old notetaker was gone. For his entire team.
The best tools don’t make you change how you work. They disappear into how you already work.
Carl Grande, Senior VP at First Advisors National, said it perfectly: “Contio’s MeetingOS feels less like software and more like a trusted executive assistant.”
Reliable notes. Decision-ready insights. No workflow disruption.
That’s what “seamless” actually looks like.