video1.0<iframe src="https://www.loom.com/embed/d1634093fe8d4014ab53254242f075e4" frameborder="0" width="1920" height="1440" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14401920Loomhttps://www.loom.com14401920https://cdn.loom.com/sessions/thumbnails/d1634093fe8d4014ab53254242f075e4-fec559d2e378de4a.gif110.377In this video, I demonstrate how to use AI speech-to-text technology to efficiently capture notes, emails, and text messages. I walk through the process of adding a note in a contact record, showcasing a case where a couple, ages 69 and 71, is seeking assistance with retirement and estate planning. They have a significant portfolio, including a $1,000,000 401k and three rental houses, and are interested in learning more about Roth conversions. I highlight how quickly the transcription occurs, providing an accurate record in just a few seconds. I encourage you to utilize this tool to save time and enhance your note-taking capabilities.