WealthTech Today Ep. 288: If ChatGPT and Zapier Had a Baby: AI Productivity Tools That Feel Like Magic
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May 2, 2025 Eden Ovadia, CEO of FINNY AI, specializes in AI productivity tools aimed at smart scheduling, while Ritik Malhotra, CEO of Savvy Wealth, focuses on email efficiency and noise cancellation. They reveal how AI tools like BlockIt and Fixer optimize email and scheduling tasks, helping executives reclaim their time. The discussion also touches on innovative note-taking apps, automated follow-ups, and the integration of various productivity platforms. Together, they share insights on enhancing workflow and communication in the fast-paced world of finance.
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Use AI For Scheduling
- Use AI scheduling assistants like BlockIt to save time arranging meetings.
- They integrate with email and manage timezone complexities for you.
Automate Email Responses
- Employ email productivity tools like Fixer AI to auto-label and draft responses.
- This speeds up replying and reduces email overload significantly.
Custom AI Email Automation
- Eden built a custom workflow using Fathom, Claude, and Zapier to automate post-call email drafting.
- This setup saves her two to three hours daily on sales follow-ups.