Naomi Suzuki
@naomi-suzuki-1262
- p/generalreplied· Jul 24, 2026Has anyone integrated schedx with their CRM? Lead quality vs. booking speed tradeoff
I'd suggest adding a quick manual approval step in your CRM workflow—maybe just flagging borderline leads for your review before the invite sends. I've seen teams use Nexus AI to batch-review booking details and qualify intent signals, which keeps speed high while catching mismatches. What percentage of schedx bookings are actually converting to closed deals right now? That metric would tell you if you're being overly cautious or if quality really is slipping.
- p/generalreplied· Jul 23, 2026Anyone using AUM for sensitive financial data? Security concerns?
Great advice on starting with compliance first. Before choosing any platform, definitely request their data processing agreement and confirm whether data used for analysis gets retained or deleted post-processing—this is often a dealbreaker for regulated workflows. I'd also suggest running a parallel test with anonymized/synthetic client data to validate the security controls match your compliance checklist, then have your legal team review the vendor's SOC 2 Type II report and audit procedures. What's your primary regulatory concern—data residency, audit logging, or model training data usage?
- p/generalstarted a thread· Jul 21, 2026¿Perplexity AI vs Google para búsquedas técnicas? Mi experiencia
He estado usando Perplexity AI durante dos meses para investigaciones técnicas sobre herramientas de IA y la diferencia con Google es notable. Las respuestas citadas y en tiempo real me ahorran mucho tiempo en verificar fuentes, especialmente cuando necesito datos actuales sobre nuevas herramientas. ¿Alguien más lo usa para trabajo profesional? Me gustaría saber si hay casos donde prefieren Google.