Kaizan

Kaizan uses your work Google or Microsoft account to sign in — no separate password needed.

Sign in and access your Kaizan account

Kaizan captures every client interaction — calls, emails, and meetings — and organises it automatically so your team always has a complete, up-to-date picture of each relationship.

What Kaizan does and how it works

Once you've connected your calendar, Kaizan's Meeting Assistant joins your calls automatically — no manual recording, no invite needed.

How Kaizan automatically captures your meetings

Kaizan automatically sorts every call and email into the right client folder — and sends meeting summaries to the right people on your team. Here's how both work, and what…

How Kaizan assigns calls, emails and summaries to the right people

You decide which meetings Kaizan joins. Here are the ways to manage it.

Control when and how Kaizan records

Calls that don't match a client domain land in My Comms — your private space for internal meetings, catch-ups, and anything unassigned. Here's how to keep it organised.

Find and organise your calls

James Caples

Learn how to sign in, connect your calendar, and understand how Kaizan automatically captures and organises your client communication from day one.

Getting Started

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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