Changelog

March 2, 2026

• Task Definition Testing
  • Users can now test-run Task Definitions with one click
• Smarter CRM client linking across meetings, recordings, follow-ups, and email drafts
  • Better handling for direct CRM clients and external CRM references in meeting prep, summaries, and past meetings
• Improved household matching and richer Altruist data in meeting prep context
• Added support for downloading meeting prep as a Word document
• Tool approvals now support regular task creation flows and account settings

February 23, 2026

• Wealthbox contacts now auto-populate on the Clients page
• Expanded Redtail write support in agent workflows
  • Agent tools now support updates for contacts, accounts, opportunities, and KYC records
• Improved agent tool approvals
  • Hide technical ID arguments (including folder IDs) when human-readable fields are present
• PreciseFP connection and tooling improvements
  • Updated API token setup guidance with detailed instructions
  • Added backend support for PreciseFP account update actions

February 16, 2026

• PreciseFP integration
  • Read and write access to accounts, engagements, and templates.
• Expanded Redtail support across:
  • Opportunities
  • Workflows
  • Documents
  • Activity history
  • Speak history
  • Know Your Client
  • User-defined Fields
• New Contact Data section in meeting prep for richer CRM context
• Support subscribing ActiveCampaign contacts to lists

February 9, 2026

• Increased PDF and document upload limits up to 100MB
• Improved support for scanned and handwritten PDFs
• Google Drive file picker for meeting prep, plus support for Drive files in prep context
• Scheduled task upgrades:
  • Email-based triggers
  • Optional pre-approval of agent tools
  • Automatic completion after execution
• Automatic follow-up email generation after meeting transcription for Google Meet

February 2, 2026

• Orion integration:
  • Read-only access to household and account data
  • Include Orion data in email drafting, meeting prep, and client dashboard
• Altruist integration
  • Read-only access to households, accounts, positions, and transactions
• Additional fields for Wealthbox contacts and tasks
• New in-app integration guides for setup and usage help

January 26, 2026

• Schwab and Fidelity read-only integrations
  • Read-only access to accounts, balances, positions, and transactions
• Wealthbox integration
  • Read and write access to contacts, tasks, workflows, events, tags, projects, etc.
• AI-generated Next Step section for tasks
• Bug fix for joining Google Meet meetings

January 19, 2026

• New Dashboard page
  • Top clients by AUM
  • Client Milestones
  • Client Birthdays
  • Important workspace tasks
  • Upcoming meetings
• Redtail CRM integration
• ActiveCampaign integration
• Automatic syncing of existing contacts from the user's CRM

January 12, 2026

• Google Meet integration for meeting transcription
• Agent task page redesign with activity timeline
• Improved PDF parsing for meeting preparation

January 5, 2026

• Scheduled tasks for recurring automated workflows
• Slack integration
• Google Sheets integration
• Task card actions menu on workspace
• Re-send invite functionality for organization members

December 29, 2025

• Interactive product walkthrough tour for new users
• Microsoft Dynamics CRM integration
• Agent support for Outlook Calendar events
• Agent support for Google Calendar events
• Access integrations directly from chat input bar
• Landing page redesign

December 22, 2025

• Add a sources section to the agent responses for web search, domain knowledge, and firm policy queries.
• Automated asynchronous monitoring and notifications for:
  • Dropbox file requests
  • OneDrive folder changes
• Support for sending DocuSign envelopes directly from acroforms
• Allow users to share and assign tasks with other members of their organization
• Add a collapsable reasoning section to the agent response, which gives the user more insight into why the agent made a certain decision.
• Agent support for accessing OneDrive files that have been shared with the user
• Add recent email and meeting context to the agent by default

December 15, 2025

• Long-term agent memory for advisor and client personalization
• Enhanced agent domain knowledge for financial services and tax strategies
• Automated asynchronous polling for email replies and DocuSign signatures
  • Includes Workspace notifications

December 8, 2025

• HubSpot integration
• Agent support for real-time web search
• Real-time PDF form filling using agent conversation history
• Interactive step timeline for agent executions

December 1, 2025

• Make agent execution the default mode and remove legacy static workflows
• Introduce PDF form filling functionality for custodian forms
• Add the ability for admins to upload a logo for their organization
• Attachment support for agent executions
• Airtable integration
• Human in the loop tool approval

November 24, 2025

• Introduce new agent execution mode with chat interface
• Google Drive integration
• Microsoft OneDrive integration
• Support for sorting workspace tasks by due date

November 17, 2025

• Todo page for simple reminders
• Support uploading Word documents to generate meeting preparation
• Airtable integration
• Light-mode support for the entire app

November 10, 2025

• Introduce PDF form filling
• Workflow builder canvas improvements
  • Conditional and parallel branch support
  • Automatic formatting
• Extend send email step functionality
  • Support in-person and phone call meeting types
• Add optional due date for tasks

November 3, 2025

• Refactor the Workspace page into a Kanban board for improved task management
• Enhanced filtering for both Tasks and Clients
• Interactive canvas for building Task Definitions
• Automated Task Definition creation using AI from voice input
• Support for sending emails to other recipients besides the client
• Notes for tasks
• Box integration
• Calendly integration
• Refactor landing page to show up-to-date functionality and SOC II compliance
• Landing page light-mode

October 27, 2025

• Integrations page at https://nexhelm.ai/integrations
• Unify the meeting preparation experience for both scheduled and instant meetings
• Audit Logs for tasks
• Create tasks directly from the Client page
• Search bar in the client selector when creating a new task
• Enhance Docusign template functionality by pre-populating fields directly from client data

October 20, 2025

• Client account support
  • View individual client accounts on the Client page
  • Import clients by account
• Launced Nexhelm AI Android app
  • View mobile recordings from the Nexhelm AI app on the Client page
  • Add mobile recordings to the Past Meetings page, with automatically generated meeting summary and follow-up email
• Dropbox support
• Salesforce support for the Update CRM task step
• Enhance global chat capabilities by adding uploaded documents to the context

October 13, 2025

• DocuSign integration
• Document upload support on the Client page
• Added Past Meetings and Tasks to the Client page
• New task workflow actions:
  • Schedule client meeting
  • Client meeting preparation
  • Client meeting
  • Client meeting follow-up
  • Custom
• Converted the list of steps on the Getting Started page into a dynamic checklist

October 6, 2025

• Admin console for managing organization members and task definitions
• Separate roles for advisors and operational teams

September 23, 2025

Initial changelog documentation.

Improvements

• Getting Started page to help new users onboard

---

 

For questions or feedback about these changes, please contact us at support@nexhelm.ai