Changelog

November 17, 2025

  • Todo page for simple reminders
  • Support uploading Word documents to generate meeting preparation
  • Airtable integration
  • Light-mode support for the entire app

November 10, 2025

  • Introduce PDF form filling
  • Workflow builder canvas improvements
    • Conditional and parallel branch support
    • Automatic formatting
  • Extend send email step functionality
    • Support in-person and phone call meeting types
  • Add optional due date for tasks

November 3, 2025

  • Refactor the Workspace page into a Kanban board for improved task management
  • Enhanced filtering for both Tasks and Clients
  • Interactive canvas for building Task Definitions
  • Automated Task Definition creation using AI from voice input
  • Support for sending emails to other recipients besides the client
  • Notes for tasks
  • Box integration
  • Calendly integration
  • Refactor landing page to show up-to-date functionality and SOC II compliance
  • Landing page light-mode

October 27, 2025

  • Integrations page at https://nexhelm.ai/integrations
  • Unify the meeting preparation experience for both scheduled and instant meetings
  • Audit Logs for tasks
  • Create tasks directly from the Client page
  • Search bar in the client selector when creating a new task
  • Enhance Docusign template functionality by pre-populating fields directly from client data

October 20, 2025

  • Client account support
    • View individual client accounts on the Client page
    • Import clients by account
  • Launced Nexhelm AI Android app
    • View mobile recordings from the Nexhelm AI app on the Client page
    • Add mobile recordings to the Past Meetings page, with automatically generated meeting summary and follow-up email
  • Dropbox support
  • Salesforce support for the Update CRM task step
  • Enhance global chat capabilities by adding uploaded documents to the context

October 13, 2025

  • DocuSign integration
  • Document upload support on the Client page
  • Added Past Meetings and Tasks to the Client page
  • New task workflow actions:
    • Schedule client meeting
    • Client meeting preparation
    • Client meeting
    • Client meeting follow-up
    • Custom
  • Converted the list of steps on the Getting Started page into a dynamic checklist

October 6, 2025

  • Admin console for managing organization members and task definitions
  • Separate roles for advisors and operational teams

September 23, 2025

Initial changelog documentation.

Improvements

  • Getting Started page to help new users onboard

For questions or feedback about these changes, please contact us at support@nexhelm.ai