(TRAINING) Using the AI Import Assistant and Financial Recommendations in 10 minutes (May 22, 2026)

In this 10 minute session, we walk through how to use Snap’s AI Import Assistant to quickly build financial projections from client documents. Learn how to streamline data entry, reduce manual input, and create plans more efficiently using AI-powered imports. Also we highlight using Financial Recommendations to optimize projections.

*At timestamp 5:48 the Financial Recommendations indicate CPP and OAS should be taken later, not earlier as stated in the video.

01:05 Access the AI Import Assistant

02:00 Providing Additional Information and Instructions to be imported

03:30 Estimating the amount of credits required before importing

04:15 Overview of Financial Recommendations

07:45 Reviewing import notes and Scenario Setup

10:00 Review the Planning Pages

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