Contio is an AI-powered tool that acts like a personal assistant for your meetings. When activated, it listens to your conversations, writes down everything that is said, and organizes the most important details so you don't have to.

Instead of staring at a notepad and scribbling while a client talks, you can look them in the eye and focus on the conversation.

This integration allows you to record client meetings directly in your Asset-Map households and get structured, quick summaries and action items after your meetings.

2. Enter Your Email: Type in your email address. You can use your existing Contio email to log in or enter a new one to create a FREE account instantly.

3. Verify Your Identity: Check your email for a multi-factor authentication (MFA) code and type it into the sign-in screen:

4. Authorize Permissions: Click Allow to let Asset-Map and Contio securely share information with each other:

5. Confirm Connection: You will be sent back to the Asset-Map Integrations page, where the Contio box will now be marked as Active:

Once activated, you can begin recording your meetings.

1. Start Contio App: Open a household’s Asset-Map. You’ll see the Contio logo in the bottom right corner. Hover over the icon and click “Start Contio Meeting”:

You can also start a Contio meeting from the Household Summary Page. Click “Enable” next to Contio in the Integrations box:

Then, click “Start Contio Meeting” from the Contio page in the household:

2. Download App: Starting a Contio Meeting within a Household will prompt you to download the desktop version of Contio one time. If you already have it installed it will open the application:

Once downloaded, sign in to Contio and enable Microphone and Screen & System Audio Recording permissions in your computer settings to capture meeting notes:

3. Capture a Meeting: If you already have the application installed and you are logged into the application, you'll be directed to the new recording that was initiated from the household. You can confirm that the meeting is being captured by a ‘Capturing…’ icon on the top right of the Contio window:

4. Stop or Pause Meeting Capture: You will see the stop and pause buttons below on your screen when Contio is actively recording:

When you click the “Stop” icon, Contio will confirm that you want to end the meeting:

You can also end or pause a meeting by clicking the buttons below in the top right corner of the Contio app:

5. Process a Meeting: Once a meeting has ended, Contio will change to a processing screen for your meeting:

Once processed, meeting notes and action items will populate on that same screen for your review. On this screen, you can adjust the meeting title, the type of meeting notes (bullets, concise, detailed, or longform), edit notes manually, and take action with action items:

Contio meeting histories are tracked within a household. Open the household’s Contio page to select a prior recording and view its details. The Contio app will open.

3/2026