Contio
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Last updated: September 2026

What’s New in Contio.

Connect Contio to your AI tools.

MeetingOS turns what gets said in your meetings into what getsdone. Here’s everything we’ve shipped lately, newest first.

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DERRICK BRIEF
TOMORROW · 10:30 AMInitial prospect visit
READY
THE MILLION DOLLAR QUESTION“What would need to happen for this to feel like the right next step?”
8.4VISIT SCORE
YOUR COACHING FOCUSConnect with pain before you explain the plan.
SCHEDULED SPONTANEITY2 follow-ups due this week
Derrick Kinney
Product update

Derrick Kinney Elite Advisor Coaching

Your coach, in every visit.

Financial advisors can now run every client visit with Derrick Kinney’s coaching method built in: his visit templates in his exact words, a pre-visit Derrick Brief, post-visit coaching notes, and follow-up drafts in his voice.

It’s one Contio plan with everything in Elite plus the toolkit, and it installs automatically. No bot joins the call and nothing is recorded.

How Derrick Kinney Elite Advisor Coaching works
Product update

Contio API and Contio MCP

Your meetings, now inside the AI tools you already use.

The new Contio API lets you build on your own meetings, action items, and agendas—with real-time webhooks. The Contio MCP connects them to Claude, ChatGPT, Cursor, and the AI assistants you already work in—in a click.

Most tools hand your AI a single meeting; Contio hands it every one, so every meeting makes your AI smarter. Your meetings stay yours, of course: Contio never sends your data to an AI model, and the API is on every plan.

How the Contio API & MCP works
Product update

Questions to Answer.

Never leave an important meeting with a question unasked.

Add your must-ask questions to any agenda with Questions to Answer. As you talk, Contio listens and marks the ones it believes have been answered—so you can see at a glance what’s still open and cover it before you wrap.

Your questions stay private to you, which makes it perfect for high-stakes conversations like a new-prospect discovery call or an interview.

How Questions to Answer works
Product update

Salesforce Integration.

Your meetings, meet Salesforce.

Before a meeting, Contio can pull Salesforce data into your workspace to help build a meeting agenda, answer questions in real time during the meeting, or add context to a Canvas. Less admin, sharper prep, and more time with the people who matter.

After the meeting, Contio logs your meeting notes and action items to the right record automatically, so your evenings and weekends aren’t spent on CRM data entry.

How the Salesforce integration works
Product update

Next Steps.

Meeting ends. Action starts.

The moment a meeting wraps, your Next Steps button is ready for whatever comes next. Select one and Contio drafts the follow-up email, the executive summary, a Canvas, or the CRM update—ready to review and send.

It turns the conversation into the action that follows it, in a single click.

How Next Steps work
Product update

Canvases.

Where the conversation becomes the first draft.

A Canvas opens with the first draft already written: the plan, the proposal, or the recap, built by Contio from what was actually said in your meeting.

You edit instead of staring at a blank page, collaborate with teammates, then save it as a Google Doc, a Word file, or Markdown, or send it as an email to keep the work moving.

How Canvases work
Product update

Daily Brief.

Walk into tomorrow already prepared.

The Daily Brief is a personalized evening email and optional text message that lays out tomorrow’s meetings with the context you need—prior decisions, open commitments, and who you’re meeting.

You’re ready before you sit down. You can even chat with Contio to sharpen your talking points or reorganize your plan.

How the Daily Brief works
Questions and answers

Questions about what’s new.

What’s the newest feature in Contio?

The newest release is Derrick Kinney Elite Advisor Coaching for financial advisors. It combines everything in MeetingOS Elite with Derrick’s visit templates, the pre-visit Derrick Brief, post-visit coaching notes, follow-up drafts in his voice, Scheduled Spontaneity reminders, and the Advisor Scorecard.

Can I connect Contio to Claude, ChatGPT, or Cursor?

Yes. Contio MCP connects your meetings to the AI tools you already use, including Claude, ChatGPT, and Cursor. The one-click hosted MCP is available on the Pro, Elite, and Enterprise plans; you can also self-host your own MCP server on any plan. Once connected, your assistant can work across every meeting: ask questions, draft follow-ups, and prep for calls, not just a single transcript.

Does Contio have an API?

Yes. Contio offers a self-serve User & Workspace API for building integrations, automations, and AI-agent workflows on your own meetings, action items, and agendas, with real-time webhooks. The API is available on every plan, and full documentation lives at docs.contio.ai/user-api. We also have a Partner API for companies interested in adding all of the capabilities of an AI meeting OS into their product.

Is Questions to Answer available on every plan?

Questions to Answer is an Elite-plan feature. On other plans you’ll see the agenda item’s title and description, and the live question checklist unlocks when you upgrade to Elite.

Does Contio integrate with Salesforce?

Yes. Contio’s Salesforce integration is bi-directional: it automatically logs your meeting notes and action items to the right Salesforce record, and it can pull Salesforce data back into Contio to inform a meeting agenda, answer questions in real time, or add context to a Canvas.

What has Contio shipped recently?

Recently we have shipped Derrick Kinney Elite Advisor Coaching, the Contio API and Contio MCP, Questions to Answer, a bi-directional Salesforce integration, Next Steps, Canvases, and the Daily Brief. The updates above are listed newest first.

How does Contio turn what’s said into what’s done?

When a meeting ends, Next Steps draft the follow-up email or summary in one click, Canvases turn the conversation into the first draft of the real work, and the Salesforce integration updates your CRM automatically. Instead of the meeting ending and the work starting from a blank page, the conversation flows straight into what comes next.

Does Contio use a bot or record my meetings?

No. Contio works quietly in the background, with no bot joining your meeting and no audio recorded. AI processing happens in Contio’s secure private cloud, and your data is never used to train AI models.

See what happens when every conversation flows into the work.

Try Elite free for 21 days. Stay on the Free plan if it’s not for you.