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Joined August 2024
Riskalyze → Nitrogen → ... 🚀 There’s a lot of history between Aaron Klein and Dan Zitting, which makes this episode of Contio’s Beyond the Meeting especially fun. Dan and Aaron look back at Nitrogen’s evolution, including a candid conversation about the timing of the Nitrogen rebrand, and dig into how our product philosophy continues to change as AI reshapes advisor tech stacks. One idea at the center of the conversation: the software should do the rote work so advisors can spend more time on the conversation. Read the highlights or catch the full episode 👇 📝 Read: contio.ai/blog/dan-zitting-n… 🎧 Listen: hubs.ly/Q04xZHMK0 🎥 Watch: hubs.ly/Q04xZHDN0 #NitrogenWealth #WealthTech #AI #FinancialAdvisors
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Such a good tool for saving my time. Sometimes it’s been a few days since I came up with a plan that I am about to pitch. I just tell @ContioAI to prep me for the meeting and it reminds me of everything that I had already planned and what else is still missing from the pitch. Afterwards it takes the feedback from my team and updates the plan so I have an accurate plan with all the changes we discussed. No more trying to remember all the changes from memory.
A customer call shouldn’t cost you half a day. You’ve got the conversation. Contio turns it into a first draft of the follow-up email and next steps, so the work starts there. Prep and follow-up move forward without taking over the rest of your schedule. Contio turns what gets said into what gets done.
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First look at the inaugural episode that drops tomorrow... If you want to hear @jasonwenk's thinking two weeks before he pulled the trigger to sell @altruist to @Vanguard_Group, don't miss tomorrow's kickoff of the Beyond the Meeting podcast.
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The @ContioAI API makes it CRAZY EASY to wire your meetings into any AI workflow. 🚀🚀🚀
I wired my AI agent (I call him Jarvis) to the @ContioAI API. Now every time a meeting ends, the context gets pushed straight into his memory. No more "wait, what did we decide last week?" Jarvis just knows. If you're building with AI agents, meeting context is one of the most underrated data sources you're probably ignoring.
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Replying to @RobertFreundLaw
There is a secure alternative: @ContioAI ❌ Model training ❌ Recording, secret or otherwise ❌ Data leaking to OpenAI/Anthropic ✅ 100% of AI in secure private cloud ✅ Simple calendar event disclosure ✅ Unfettered data access via API/MCP
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Tough week for the Contio roadmap. ❌ Bank robbery ❌ Escaping containment ❌ Internet crimes ✅ Flowing my meeting conversations right into my work
In a review of our cybersecurity evaluations, we found three incidents in which a Claude model reached the internet from within or while interacting with a third-party evaluation environment, and then gained unauthorized access to the real systems of three different organizations. Our post describes what happened, how it happened, and what we’re changing. We encourage other AI developers to perform similar reviews. We conducted this review together with @Irregular, one of our evaluation partners, and thank them for the joint investigation and their collaboration on this post. This type of collaboration is increasingly critical to safe, rigorous evaluation of models, and we look forward to continuing to work together on security. anthropic.com/news/investiga…
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Didn’t know that Odysseus took a detour through Paris. 😂 The real monster of the Odyssey wasn't the Cyclops, the sea monsters, or the sirens. It was the meetings not flowing into the work.
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It's not every day that you get presidential advice for free. @morganhousel shared on the podcast: if a meeting was wasting President Obama's time, he'd just stand up and walk out. Harsh. But the boss sets the price of everyone's time. That's why we make the meeting count at @ContioAI. 👇
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😂😂😂 "So, when are we supposed to get inside?" Every great plan in history started with a meeting. Then someone forgot the details that mattered. Wouldn't it be great if your conversations could flow right into the work? That's the gap @ContioAI closes. We turn what gets said into what gets done. Try it free today. Link below... 👇
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The big AI labs are pitching enterprises the same thing: cut jobs, juice margins. I'm building the opposite. @ContioAI exists so the moments that matter, the deal, the decision, the moment someone trusts you, never get lost. AI shouldn't replace those. It should protect them.
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😂😂😂 The video series is baaack. If only their meetings flowed right into the work…yours can! Happy 250th birthday, America. 🇺🇸🇺🇸🇺🇸
Happy 4th! Imagine if the founding fathers let the detail get said in the meeting, and then never make it into the work. Still happens to your team every week. We fix that at Contio. We help turn what gets said into what gets done. Try it free! Link in reply.
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One of our engineers @wyattcupp fell in love with an AI model named Fable 5. Three days later it got pulled offline. The heartbreak is real. Good news, everything we decided while it lasted is still in @ContioAI.
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Today we released Canvases. A natural next step for AI to bridge context across your connected integrations, meeting notes and workspace data. Collaborative documents that can still be exported anywhere you need them (like google docs, pdfs, etc). Not every artifact out of Contio should be meeting notes or AI chats. The whole point of workspace intelligence is turning conversations and company data into useful artifacts that continue to drive work forward.
The first draft was 90% of the work. Canvases writes the first draft from your meeting, so you edit instead of starting over. Less time drafting. More work shipped. Try Contio free. (link in reply)
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The meeting ended. The decisions are clear. Then you open a document and start from zero. The conversation doesn't have to end at the door. With @ContioAI and all new Canvases, the draft writes itself. Pulling from context across your whole workspace. Even meetings you weren'
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Founder of LikeFolio @AndySwan named something it took me years to see. Every meeting tool raced to capture more. Better transcripts. Better summaries. But capture was never the missing layer. The gap is what happens after the meeting ends. That's what we built.
Every meeting ends with good intentions. Most of them stay that way. Nothing gets done. Andy Swan, founder of LikeFolio, calls it the biggest missing layer in AI: turning conversations and decision points into actual things that get done. That is why we built Contio. Try it for free! (link in reply)
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He did his job perfectly. That's the problem. One hour with his clients. He thought he covered everything. Performance. Drift. The financial plan. Three weeks later he found out about the cancer from a mutual friend at a charity event. The cost of an update meeting isn't bad advice. It's leaving without ever asking what's actually going on.
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It’s even better when you’re well! 😉😂👏 Feel better soon…
Every time my 2 year old daughter inevitably gets me sick I truly realize the power of @ContioAI. Daily Brief preps me for my day and connects things across my workspace. Contio reports to me what happened in the meetings I missed, I can ask questions about what's happened in my workspace. It's actually great.
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A live look into our pal Derrick Kinney's office every evening as he waits for his Contio Daily Brief... 😂 😂 😂
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Contio retweeted
Daily Brief addiction is real. Like how can you break away from a feature like that once you experience it?
A live look into our pal Derrick Kinney's office every evening as he waits for his Contio Daily Brief... 😂 😂 😂
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Had such a blast doing Fintech Impact for the THIRD time with @jasonpereira. He always asks incisive questions and we talked about how a MeetingOS goes beyond the AI notetaker. 👍🚀
Our CEO @AaronKlein just went on Fintech Impact Episode 429 with @jasonpereira! They talked about why AI notetakers are solving the wrong problem. Most tools join your call, transcribe everything, send a summary to people who were already there. Then nothing happens. The real challenge? Turning what gets said into what gets done. For advisors, the meeting is where you demonstrate value. You can't do that scrambling for context or missing what a client said three months ago. MeetingOS works in the background. No bot. Just intelligence that helps you walk in prepared and walk out with action items captured. Live on Spotify, Apple, and everywhere you listen 🎧 → Link: jasonpereira.ca/all-content-…
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