Smart Paste

Side-by-Side Review

After extraction, you see a split view: your original raw text on the left, the structured output on the right. This lets you verify that the AI captured everything accurately before saving.

You can edit any extracted field directly in the right panel:

• Change the interaction type or direction if the AI guessed incorrectly
• Edit the content summary to add context or correct details
• Remove or modify suggested follow-ups
• Add facts the AI may have missed

Accepting the Result

Click Accept to save the structured interaction to the client's timeline. When you accept:

• The interaction is added to the timeline at the detected date and time (or now, if no date was found)
• Any suggested follow-ups are automatically created as follow-up items for that client
• Facts are stored as part of the interaction record

Low-Confidence Fallback

If the AI cannot determine the interaction type with sufficient confidence — for example, if the pasted text is very brief or ambiguous — the entry is saved as an Internal Note rather than guessing incorrectly. You can always edit the type after saving.

Tips for Better Extraction

• Include dates and times when possible — "Met with Sarah on 4/10 at 2pm" gives the AI more to work with
• Mention the communication channel — "called," "texted," "emailed," or "met with" helps determine the interaction type
• List action items clearly — "follow up on," "send them," or "schedule" are strong signals for follow-up extraction
• Longer notes generally produce more accurate results than one-line entries

Policy Stack is a tracking and visualization tool. It does not provide financial advice, recommendations, or opinions on what you should do with your banking system.

Policy Stack is independent of and is not affiliated with, sponsored by, or endorsed by Infinite Banking Concepts, LLC or the Nelson Nash Institute.