October 2026 brings three new features that connect Filenote AI to your CRM, so you can keep client records up to date straight from your client conversations.
Fact Find Sync and Pre-Meeting Agenda run on Platform Connect, our new Pro Plan capability that links Filenote AI to the platforms you already use, starting with a major CRM. Direct Save to CRM is separate, and comes with every plan.
| Feature | Plan | Where to find it |
| Fact Find Sync | Pro Plan | Magic Studio |
| Pre-Meeting Agenda | Pro Plan | Magic Studio |
| Direct Save to CRM | All plans | When you finalise any Task |
Fact Find Sync: Push New Client Details to Your CRM
PRO PLAN
Get every new client detail from a meeting into your CRM without re-keying it. Filenote AI pulls the client's current Fact Find from your CRM, compares it with the documents, recordings or notes you upload, and flags anything new or changed across 100 standard fields.
How it works: Upload the documents or recording from your meeting. Filenote AI compares them with the client's stored Fact Find, you accept or reject each change, and the approved updates sync to your CRM.
Where to find it: Magic Studio / Platform Connect / Fact Find Update.
Before you start: Connect your CRM in Settings / Platform Connect, and make sure the client has a Master CRM ID on their profile.
Pre-Meeting Agenda: Walk Into Every Meeting Prepared
PRO PLAN
Get a one-page overview of the client, built from what your CRM already holds, ready before your next meeting. Filenote AI can also draw on previously recorded meetings and any files you upload, then fills in your agenda template for you.
How it works: Choose Pre-Meeting Agenda, select the client, and Filenote AI connects to your CRM through Platform Connect to build the agenda from their record. You review and edit the draft before it's saved or sent anywhere.
Where to find it: Magic Studio / Documents / Pre Meeting Agenda.
| ✓ Good to Know You don't need to connect your CRM beforehand. If it isn't connected yet, you can enter its details in Magic Studio and Filenote AI connects it for you. |
Direct Save to CRM: Save Documents Straight to the Client
ALL PLANS
Every document you generate, such as file notes and pre-meeting agendas, can be saved directly to the client's record in your CRM in a single click. Save to your CRM alongside OneDrive, SharePoint or Email, or to your CRM only.
How it works: Set your CRM login and delivery preference once in Settings / Delivery Settings. From then on, any output you finalise can be sent straight to the client's record in your CRM.
Where to find it: When you finalise any Task.
Before you start: Make sure the client has a Master CRM ID on their profile, so Filenote AI can match your outputs to the right client record.
To see all your delivery options in one place, see Choose Where Your Outputs Are Delivered.
| ✓ Good to Know You are the approval point. Nothing is written to your CRM until you review and approve it. We have started with one major CRM. Tell us which platform you would like next by emailing support@blvsolutions.com. Feedback welcome. If something doesn't work the way you expect, let us know. |
Related articles
- Fact Find Update: Sync Client Changes Back to Your CRM
- Pre Meeting Agenda: Populate your agenda template with Filenote AI
- Direct Save to CRM: Set up delivery and finalise your outputs
- Choose Where Your Outputs Are Delivered
| Need help? If you run into any issues or have questions, our support team is here to help. Email Support → |
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