I’m trying to integrate all my technology using ChatGPT to help make recommendations, reports, projects, etc. Can someone provide guidance/steps on where to start?
Current Tech I use:
Wealthbox
Docusign
PreciseFP
Calendly
Zoom Meetings
Zoom Team Chat
Dialpad AI
MyRepChat
Popl
Zapier
Quickbooks
Any insight or feedback is greatly appreciated. Thank you in advance.