Moments AI is an intelligent relationship management tool that monitors your email, calendar, contacts, and CRM to proactively identify disengaging clients and leads. It automatically drafts personalized follow-up communications, saving time and preventing client churn. Integrates seamlessly with Gmail, Outlook, and Notion.
Moments AI is a powerful tool designed to help professionals maintain and nurture their client and lead relationships. By intelligently monitoring your email, calendar, contacts, and CRM, it proactively identifies individuals who may be disengaging. The platform then automates the drafting of personalized follow-up communications, allowing you to review and send them with ease, ensuring no crucial connection is lost.
Getting started with Moments AI is incredibly fast, typically taking less than five minutes. Simply connect your essential tools like Gmail, Outlook, and your calendar. Moments AI will immediately begin analyzing your data to provide your first daily relationship brief. You can integrate additional services, such as your CRM or project management tools, at any time to enhance its capabilities.
For assistance, contact support@scheduledapp.com. Moments AI prioritizes data security and privacy, using secure OAuth scopes and encrypted tokens. Your data is never used for model training. You can manage integrations and revoke access at any time via your account settings. Setup is designed to be quick, under five minutes.
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