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Workflows

Workflows

Create automated workflows that run on schedule or when triggered. Set up daily briefs, weekly summaries, meeting prep, and follow-ups so Quin handles routine work automatically.

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Workflows overview

Create automated workflows that run on schedule or when triggered. Set up daily briefs, weekly summaries, meeting prep, and follow-ups so Quin handles routine work automatically.

Daily brief

Get a daily email with your schedule, meeting prep, follow-ups, and priorities. Quin's Daily Brief keeps you organized and prepared for each day.

Email follow-ups

Quin tracks your sent emails and drafts follow-up reminders when someone hasn't replied. Keep conversations moving without manual tracking.

Email replies

Quin automatically drafts email responses in your voice and saves them to your Drafts folder. Review and send when ready, maintaining your communication style.

Email triage

Quin automatically organizes your incoming emails by adding tags, moving messages to folders, and setting priority based on your instructions.

Meeting reminders

Send automatic email and SMS reminders to meeting attendees. Quin notifies external attendees before meetings with details, links, and preparation instructions.

My workflows

Build custom workflows that run on a schedule or when triggered by Quin. Automate meeting prep, follow-ups, reminders, reports, and more with step-by-step instructions Quin follows automatically.

Notetaker

Quin captures your conversations from video calls, phone calls, and in-person meetings, then automatically creates CRM updates, tasks, and follow-up emails.

Scheduler

Quin creates shareable booking links that let people schedule time directly on your calendar without back-and-forth coordination. Set availability, preferences, and custom questions.

Troubleshooting workflows

Troubleshoot common Quin workflow issues including automations not running, missed schedules, and workflow errors. Find solutions to get your workflows working properly.

Related articles

Daily brief

Get a daily email with your schedule, meeting prep, follow-ups, and priorities. Quin's Daily Brief keeps you organized and prepared for each day.

My profile

Update your name, email addresses, phone numbers, and timezone in Quin. Manage your contact information and set default communication preferences for meetings and reminders.

Account & billing

Manage your Quin account including profile settings, team members, and billing.

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