Set Yourself Up For Success

• Check attendees – This ensures the meeting is associated with the correct household, unlocking the ability for other team members to view the meeting and associating that meeting to a Household so Ask Hazel can access it. This connection is super powerful for keeping conversations organized and accessible.
• Select the meeting type – There are five preset meeting types available, each designed to provide different styles of notes. Choosing the right one ensures the notes are tailored to the type of meeting you’re running.
• Meeting Status – You can update the meeting status from Ready For Review, Complete, or Reset Meeting Data.
  • Ready For Review → Complete: Stay organized by clearly showing what’s been finished and what’s still left to review.
  • Reset Meeting Data: Doing this will reset the meeting complete. All data will be lost.

Preparing for a Meeting

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It is important to assign Attendees so that other team members that are not on the calendar invite can view the meeting. If a Household/Contact is not auto-assigned, it’s likely because we could not associate the email to an existing relationship in your CRM.

Click on the ‘+’ icon in the top right and manually associate a Household/Contact.

Please review the ‘Setting yourself up for success’ section above.

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Once you connect your CRM and Email, Hazel will auto-assign the appropriate Household/Contact, and prepare an agenda and a reminder email.

Hazel will analyze previous meetings, tasks, emails, and CRM data to present you with information that is relevant for your upcoming meeting.

Hazel will also create a Reminder Email for you to review and send your client.

Debriefing a Meeting

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If a Household/Contact is not assigned, we cannot sync notes and to the proper Household/Contact in your CRM. Click on the ‘+’ icon in the top right and manually associate a Household/Contact.

Please review the ‘Setting yourself up for success’ section above.

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