You do not need to follow an agenda. Filenote.ai has been designed to pick up the right information from the meeting and put it in the right categories in our templates (regardless of where things are spoken about).
With that said, some advisers do find it helpful to follow the headings in our file note templates as an agenda to ensure all items are covered.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article