Dex

Personal relationship management lives or dies on whether you actually log the follow-up after a meeting, and Dex connected to Neotask makes that step nearly frictionless. Search contacts, log meeting notes, and set follow-up reminders through conversation, organizing people with tags and groups as you go.

• Log meeting notes and set follow-up reminders right after a conversation, without opening the app
• Search contacts and organize them with tags and groups
• Track custom details about relationships over time

What you can automate

• Dex - Search Dex contacts, log meeting notes, and set follow-up reminders through conversation. Organize people with tags and groups and track custom details about relationships.

Real workflows

Log a meeting and set a reminder immediately after

Ask "log notes from my coffee with Sarah and remind me to follow up in two weeks" and the agent records the notes in Dex, tags the contact, and sets the reminder.

Frequently asked questions

What does the Dex connection actually do?

Search Dex contacts, log meeting notes, and set follow-up reminders through conversation. Organize people with tags and groups and track custom details about relationships.

Can it track custom fields, or just standard contact info?

Custom details about relationships are part of what it can track, beyond just standard contact fields.

Plans

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