List of example questions you can ask Atlas

Last updated: August 4, 2026

For all user roles

  1. Summarising contributions -> Watch Video

  2. Compare information in 2 different documents -> Watch Video

  3. Identifying Action Points from a meeting -> Watch Video

  4. Remind me what the client said -> Watch Video

  5. Remind me what happened during the last meeting -> What Video

For Paraplanners only

  1. Summarise an adviser's meeting with a specific client -> Watch Video

  2. Concerns raised by clients during meeting with adviser -> Watch Video