Findash helps authorized advisor-firm users search client and contact records, prepare briefs, review tasks and workflows, retrieve meeting transcripts, and update private workspace records through approved tools.
How to use
- 1Add it in ChatGPT
Open Findash in ChatGPT's Plugin directory (button above), select + to add it and sign in if asked.
- 2Use it in a chat
Type @ in the composer and pick Findash, or start your message with its name. ChatGPT may also suggest it when it fits what you ask.