The 7 automations every advisor should turn on in Quin

Most advisors don’t need more tools—they need fewer things to remember.

Every missed follow-up, every forgotten reminder, every meeting without prep isn’t a skills problem. It’s an automation problem. The work gets stuck in your head instead of flowing through a repeatable system.

And while dozens of tools claim to “automate your workflow,” most of them automate only one slice of it—which means you’re stitching together hacks, zaps, and browser tabs just to keep up.

Quin takes a different approach: automate the moments that truly move a client relationship forward. The ones that save you time, reduce errors, and keep momentum alive.

Here are the seven automations every advisor should have running next year—and how Quin handles them without adding another app to your stack.‍

1. Automated meeting reminders to reduce no-shows‍

You shouldn’t have to manually nudge clients to confirm tomorrow’s meeting. Quin automatically sends smart reminders by email or text, so your clients show up prepared—and you never have to write another “see you tomorrow” message again.

Because reminders come from your Quin link, they stay consistent with your voice and your scheduling rules.‍

2. Pre-meeting prep delivered automatically‍

Your best meetings happen when you’re not scrambling for context.

Quin gathers every relevant detail—past recaps, CRM notes, open tasks, previous emails—and puts them into a clean meeting brief delivered right when you need it. No digging through inbox threads or scrolling through notes.

Stress goes down. Confidence goes up.‍

3. Automatic note capture, recap generation, and task extraction‍

Whether the meeting happens on Zoom or in person, Quin captures the conversation and turns it into a structured recap within minutes.

Action items are pulled out automatically. Decisions are highlighted. Next steps are clear.

This isn’t just a transcript—it’s a usable record that makes follow-through effortless.‍

4. Follow-up emails drafted instantly after every meeting‍

The fastest way to build trust is to be the person who follows up consistently.

Quin drafts a personalized follow-up email the moment your meeting ends—summarizing what was discussed, clarifying next steps, and carrying your tone and professionalism. You can send it as-is or make quick edits.

No more staring at a blank inbox at 6pm.‍

5. CRM updates logged without you lifting a finger‍

The part advisors dread the most is often the part that matters the most.

Quin automatically logs recaps, tasks, follow-up details, and call notes directly into your CRM—Redtail, Wealthbox, Salesforce, HubSpot, Pipedrive, and more.

Your system stays clean. Your pipeline stays accurate. And you stay compliant.‍

6. Time-based nudges so prospects never fall through the cracks‍

Every advisor has prospects who went cold simply because life got busy.

Quin tracks time gaps for you. If someone hasn’t replied in a while—or you haven’t followed up—Quin brings them back into focus with a gentle, well-timed nudge drafted in your voice.

It’s the easiest way to keep dealflow warm without hovering over your inbox.‍

7. Workflow-driven templates that run automatically‍

Your repeatable tasks shouldn’t rely on your memory.

With Quin’s templates, you can turn entire workflows into automations—onboarding sequences, post-review check-ins, prep flows, follow-up scripts, or internal team processes. Each one runs consistently every time, without you repeating the same work.

Templates aren’t “static documents”—they’re living workflows you can apply anywhere inside Quin.‍

One assistant. Seven high-impact automations. Zero friction.‍

These automations don’t live in separate apps. They don’t require Zapier chains. And they don’t rely on you configuring complex systems.

They all happen inside Quin, connected from scheduling → meeting → recap → CRM → follow-up.

When your workflow is unified, your automations become smarter. They compound. They lighten your cognitive load. They let you scale without sacrificing personal touch.

If you want to start with just one, enable automated follow-up emails after your next meeting. Most advisors say it changes their entire week.

Ready when you are.