Bloks

What it does

Bloks puts your notes, tasks, and meetings on autopilot. Capture and organize notes, automatically transcribe and summarize conversations, create tasks and to-do lists, and surface relevant information from your email and calendar, all in one place.

Bloks is the Un-CRM for financial advisors. AI tools that take the notes, update the files, fill the forms, and track the follow-ups. Try it free.

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  Portals2025 · useportals.dev · ▲128

  I'm building a workspace for doing focus work while also managing constant multi-tasking and context-switching that's required in a lot of roles. Currently this is done by using a notes system where we can split-screen AI chat, an object-based data table system for tracking entities, as well as viewing other documents. We can define agents directly from documents by giving instructions in plain language and then defining the trigger conditions. This helps automate workflows directly in the place where we're reading and writing content. I'm continuing to experiment with instructions and…

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