Notetaker

Capture everything without doing anything.

Track every detail from every meeting without typing a word. Slant's AI Notetaker listens, organizes, and turns conversations into action.

Notetaker in Slant

There’s no substitute for being present.

Never miss a thing.

However you meet, Slant's AI Notetaker captures every conversation. It automatically records key points, questions, and decisions, and then creates follow-up tasks so nothing slips through the cracks.

Never miss a thing.
Turn notes into real action.

Turn notes into real action.

From preparing agendas and client briefs to sending follow-up emails and action items, Slant's AI automation handles the work before and after every meeting.

The right context,
right when you need it.

The right context, right when you need it.

Every note, summary, and action item is automatically linked to the right contact in Slant, so your meeting insights are ready when you need them.

The tools behind stronger relationships.

CRMDo your thing. Slant covers the rest.Your CRM should do more than store info. Slant keeps pace with your style of work with tasks, memories, meeting prep, followups, emails, and more taking care of itself as you go.Learn more about CRM
Intake FormsModern firms send modern forms.Learn more about Intake Forms
AI AgentsIn the know. Out of the weeds.Learn more about AI Agents
Project ManagementWork that actually flows.Learn more about Project Management
AI automationsYour calendar just opened up.Learn more about AI automations

FAQs.

Yes! Whether you're running a meeting in your office, online, or in a coffee shop, Slant makes it easy to record the interaction.

Be the steady hand that helps craft a life well lived.

AI Notetaker for Financial Advisors | Slant