FS-01A Founder-Sync OS projectIn development
Debrio: meeting notes for independent financial advisors, from a short voice debrief.
After a client meeting, record a debrief of one to three minutes. Debrio turns it into a structured meeting note and a draft follow-up email. You review and edit both, then file the note to the client's CRM record instead of retyping it.
- Client goals & concerns
- Retire at 62; fund daughter's tuition from 2029.
- Recommendation & rationale
- Increase monthly contribution; keep education savings separate.
- Client decision
- Wants time to think it over.
- Action items
- Advisor: send projection. Client: confirm payroll change.
- Follow-up date
- Oct 24
- Draft follow-up email
- Ready to review →
“…they both want to retire around sixty-two, the worry is tuition in 2029. I suggested raising the monthly contribution…”
Interface study with sample data. Note structure as described below; layout is illustrative.
A studio project in voice and AI, applied to client meetings
Debrio is one of the studio's projects. It brings together two areas the studio explores, voice interfaces and AI structuring of information, and applies them to one well-defined task: the record an advisor writes after every client meeting. It also reflects one of the studio's recurring themes, taking repetitive administrative work off professionals' plates.
The meeting ends. The paperwork starts.
Independent financial advisors need an accurate record of every client meeting: what the client wants, what was recommended, what was decided and what happens next. That record usually gets typed after the meeting, sometimes much later, and often twice: once as a CRM note and again as a follow-up email to the client. The work is repetitive, it takes time away from clients, and the details are easier to lose the longer it waits.
How it works
- 3.1
Record a short debrief.
Right after the meeting, while it is still fresh, speak for one to three minutes about what was discussed.
- 3.2
Get a structured note and a draft email.
Your debrief becomes a meeting note in a consistent format, along with a draft follow-up email to the client.
- 3.3
Review and edit.
You read both, correct anything that needs correcting and add what is missing. Nothing goes anywhere without your approval.
- 3.4
File to the client record.
The approved note is filed to the client's record in your CRM, so you don't retype it.
The note
Every note follows the same structure, so records stay consistent from one client to the next and from one meeting to the next.
Client goals & concerns
What the client wants to achieve and what they are concerned about.
Recommendation & rationale
What you recommended and why, recorded separately from the rest of the discussion.
Client decision
Whether the client accepted, declined or wants time to think it over.
Action items
Next steps for you and for the client, listed separately.
Follow-up date
The agreed date for the next touchpoint.
Draft follow-up email
A recap for the client, ready for you to review, edit and send.
You review everything before it is filed.
Debrio produces drafts, not final records. The advisor is responsible for the client record, so the advisor approves it. Every note and every email is shown to you for review and editing before anything is filed or sent. The software handles the typing. You decide what the record says.
Privacy by design
Client conversations are sensitive. Debrio is designed to handle as little data as possible, for as short a time as possible. These are the project's design principles.
- Advisor review before filing. Nothing reaches the client record without your approval.
- Collect only what is needed. The project asks only for the information it needs to produce the note and email.
- Minimal retention. Data is kept only as long as the task requires.
- Voice recordings deleted after transcription. Designed so that voice recordings are deleted once they have been transcribed.
- No training on client data. Designed so that client information is not used to train AI models.
Designed to connect to the CRMs advisors already use
Meeting notes should live where advisors already work. Debrio is designed to file approved notes directly to the client's record in the advisor's existing CRM. We are currently looking to partner with different organizations to connect to their APIs for further development and exploration of our projects. If your organization provides a CRM or platform for financial advisors, we would like to discuss an API partnership.
Who it's for
Debrio is designed for independent financial advisors who run their own client relationships and keep their own records.
- Advisors who meet with clients regularly and document every meeting
- Advisors who keep client records in a CRM and want consistent, structured notes
- Advisors who send a recap email after meetings and want a draft ready to edit
- Advisors who would rather spend the time after a meeting on clients than on typing
Talk to us about how you document client meetings.
If you are an independent financial advisor, we would like to hear how you handle notes and follow-ups today and walk you through how Debrio approaches them.
More from Founder-Sync OS
Debrio is one of several studio projects across voice, documents and workflow.