---
title: "Meeting Assistant: Frequently Asked Questions"
description: Let YourStake answer the questions that users ask most often.
---

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# Meeting Assistant: Frequently Asked Questions

## Let YourStake answer the questions that users ask most often.

**What platforms does the AI note-taking system integrate with?**

The system officially supports integrations with Wealthbox, Salesforce, and Redtail. It also works with Microsoft Teams, Google Meet, Zoom, and Cisco WebEx through additional methods. 

Looking for an integration we do not support yet? You can send a request for new integrations by reaching out to support@yourstake.org.

**How does the pre-meeting summary feature work?**

The system automatically consolidates notes and documents from your CRM and YourStake, creating a comprehensive summary and suggested questions before each meeting.

**Can I use this for in-person meetings?**

Yes, the system supports both virtual and in-person meetings with flexible recording options. You can easily record an audio only meeting by selecting "New Meeting" within the Meeting Notetaker tab.

**How does task management work?**

Tasks are automatically identified from meeting content and can be assigned to team members, given due dates, and synced back to your CRM.

**Is the system compliant with financial industry regulations?**

Yes, the system is designed with compliance in mind, providing secure meeting recording, storage, and compliant client communication workflows.

**How long does it take to set up?**

The system can be accessed immediately from the Meeting Assistant tab, requiring minimal setup time.

**Will this integrate with my financial planning software?**

Yes, our system works alongside major financial planning platforms, helping create a seamless workflow between client meetings and financial plan updates.

**How does this help with SEC compliance?**

The system automatically generates compliant meeting documentation and maintains secure, searchable records of all client interactions.

**Can this handle annual client review meetings?**

Absolutely! The system is particularly effective for annual reviews, automatically tracking year-over-year changes and creating comprehensive comparison summaries.

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