Wow, I love they opted for flexibility... Essentially allowing us to embed other tools (like Calendly, forms, etc.) rather than trying to create their own subpar version. Will definitely check this out!
This is exactly what we did. We were already on Calendly and Jotform so the transition was really easy. Couldn't agree more that this approach lets you use best-of-breed software all the while streamlining the experience for clients.
hello Jason, good video about the features of copilot. But you did not say or explain anything about how you get your clients bookkeeping information that you process at your office? I am still having clients clients drop off their monthly financials such as receipts, bank statements, invoices. How are you getting around this to process this that information? All I saw was that you are using this to send messages and do billing and track sales? Nothing about transferring these other items that need processing?
But I didn't see a document request list that send automatic reminders and syncs to your document manager? Do they have that function? You always push for it but I'm still to see a software that does it but allows those documents to get saved to a different document manager.
To do this with their built-in functionality I think you'd use what they call forms Then you could automate whatever happens to those files on arrival - by default they'll come into the default file system, but you could push them elsewhere with an automation tool Or you grab a dedicated request app that supports embeds, something like Content Snare potentially
Yeah it's a great question as an increasing number of our apps share some of the same functionality, feature overlap, but not all feature implementations are made the same I'd say the devil is in the details of how well that feature is implemented for your needs specifically. It's a good question though. I'm recording a Q&A for the podcast tomorrow in a bit, I'll cover it more in depth there.
Generally a portal's going to include stuff like staging requests to clients, the ability to share those distinct spaces across 100s of clients, billing integrations etc You could hack together some version of that with Notion & filtered views but you'd have to share a separate public page with every single client If your biz has 10 clients that may be no big deal, beyond that it's gets unwieldy. Especially if you ever want to change what ever client sees
this is honestly the best video covering Copilot. none of their walkthroughs give this level of insight. thank you!
Very interesting video. I currently use Canopy and have zapped everything into it. I’ll have to take a deeper dive into this tool
Wow, I love they opted for flexibility... Essentially allowing us to embed other tools (like Calendly, forms, etc.) rather than trying to create their own subpar version.
Will definitely check this out!
This is exactly what we did. We were already on Calendly and Jotform so the transition was really easy. Couldn't agree more that this approach lets you use best-of-breed software all the while streamlining the experience for clients.
Thanks - I was looking for a "portal" that linked to other places and is more flexible than your standard out-of-the-box portal
hello Jason, good video about the features of copilot. But you did not say or explain anything about how you get your clients bookkeeping information that you process at your office? I am still having clients clients drop off their monthly financials such as receipts, bank statements, invoices. How are you getting around this to process this that information? All I saw was that you are using this to send messages and do billing and track sales? Nothing about transferring these other items that need processing?
I was personally a NOTION HATER, but now I got zeal of the convert and dont look back.
thine eyes have seen the glory
But I didn't see a document request list that send automatic reminders and syncs to your document manager? Do they have that function? You always push for it but I'm still to see a software that does it but allows those documents to get saved to a different document manager.
To do this with their built-in functionality I think you'd use what they call forms
Then you could automate whatever happens to those files on arrival - by default they'll come into the default file system, but you could push them elsewhere with an automation tool
Or you grab a dedicated request app that supports embeds, something like Content Snare potentially
Would one use Keeper *and* CoPilot?
Okay I love this… but how do I measure when something is better enough to want to move my whole practice to it?
Chris when you figure this out let the rest of us know
This is actually a great discussion tho I'm going to pull this into my next Jason Daily Q&A
@@jasoncpaI’m honored!!
@jasoncpa this seems cool, but would you use this and keeper or how does it work if i plan on going to keeper?
Yeah it's a great question as an increasing number of our apps share some of the same functionality, feature overlap, but not all feature implementations are made the same
I'd say the devil is in the details of how well that feature is implemented for your needs specifically. It's a good question though. I'm recording a Q&A for the podcast tomorrow in a bit, I'll cover it more in depth there.
Jason - if we can create a client portal through notion itself, what’s the upside to getting copilot? Honestly speaking
Generally a portal's going to include stuff like staging requests to clients, the ability to share those distinct spaces across 100s of clients, billing integrations etc
You could hack together some version of that with Notion & filtered views but you'd have to share a separate public page with every single client
If your biz has 10 clients that may be no big deal, beyond that it's gets unwieldy. Especially if you ever want to change what ever client sees
@@jasoncpa thanks!
Interesante Apple, but I dont see the option to use it in spanish. They are loosing a big opportunitty.