Your AI Financial Advisor Handles the Prep Work

Client review prep, portfolio reporting, meeting follow-ups, and CRM updates. Describe the task in one sentence, the agent does it across your apps.

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FINANCIAL ADVISOR AGENT

Build a full client review pack before the meeting

Prep talking points for a prospect's first meeting

Find every account that has drifted past its rebalance band

Assemble a client's quarterly performance report without opening a tab

Write the meeting recap and follow-up tasks after a client call

Log a client interaction and update the CRM from a quick note

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Any Advisory Task. One Message. Done.

A review to prep, a portfolio to check, a follow-up due before end of day. Tell the AI Financial Advisor agent what you need and it works across your CRM, custodian, Google Sheets, Gmail, and 1,500+ apps.

Get Work Done With Simple Chat Messages

For the client meeting with [client name], pull their current holdings and balances from the custodian or portfolio sheet in Google Sheets and their last meeting notes and life updates from your CRM. Calculate the allocation versus their target, performance since the last review, and any drift worth discussing. Build a review pack in Google Docs with the portfolio summary, what changed, talking points, and open action items from last time. Post a heads-up with the meeting time to your channel in Slack.||

Review pack ready for the Reyes meeting at 2:00 PM.

Client Review Pack — The Reyes Family

Portfolio snapshot

Asset Class	Current	Target	Drift
US Equity	58%	50%	🔴 +8%
Intl Equity	12%	15%	🟡 -3%
Fixed Income	22%	30%	🔴 -8%
Cash	8%	5%	🟡 +3%

Since last review (Mar 10): Portfolio up 4.2%, driven by US equity. Equity overweight has grown past the rebalance band.

Talking points

Rebalance equity back toward target, trim US, add fixed income
College fund contribution they mentioned in March, still open
Daughter starting university this fall, revisit the 529 timeline

Open from last meeting: Update beneficiary on the rollover IRA (not yet done).

Summary: Portfolio is healthy but equity-heavy after the run-up. Lead with the rebalance, then the 529 timing. One open action item from March still needs closing.

👇 Here's what your team could do with a single message.

1.Build a full client review pack before the meeting

2.Prep talking points for a prospect's first meeting

For the prospect [name], pull what you have in your CRM and search the web and LinkedIn for their background, company, and any public detail worth knowing. Based on the financial goals they noted on the intake form in Google Sheets, draft a set of discovery questions and a few planning angles relevant to their situation. Save the prep brief to a Google Doc and post a note to your channel in Slack that it's ready.

3.Pull a client's full relationship history before a check-in

For [client name], pull every logged meeting, note, and email thread from your CRM and Gmail. Summarize the relationship: their goals, what you've recommended, what they've acted on, any concerns they've raised, and how engaged they've been lately. Flag anything that needs following up before the check-in. Save the summary to a Google Doc and post the key points to your channel in Slack.

1.Find every account that has drifted past its rebalance band

Pull current allocations for all client accounts from the custodian or portfolio sheet in Google Sheets. Compare each against its target allocation and rebalance band. Flag every account that has drifted past its threshold, noting the asset class, how far off it is, and the rough trade needed to correct it. Log the flagged accounts in the 'Rebalance Queue' tab in Google Sheets and post the list to your channel in Slack, sorted by how far they've drifted.

2.Analyze a portfolio's exposure to a sector or holding

For [client name], pull their full holdings from the portfolio sheet in Google Sheets. Calculate their total exposure to [sector or specific holding], including any held indirectly through funds. Compare it against the concentration limit in their plan. If it's over, note by how much and suggest what to trim. Write the analysis to a Google Doc and post the exposure number to your channel in Slack.

3.Check which clients are most exposed after a market move

After today's move in [market or sector], pull all client portfolios from the portfolio sheet in Google Sheets. Identify which clients have the largest exposure to what moved and estimate the rough impact on each portfolio. Rank them by impact and flag any client likely to be concerned enough to call. Log the list in Google Sheets and post the most-affected clients to your channel in Slack so you can reach out first.

1.Assemble a client's quarterly performance report without opening a tab

For [client name], pull the quarter's starting and ending balances, contributions, withdrawals, and holdings from the portfolio sheet in Google Sheets. Calculate the period return, the return net of fees, and performance against their benchmark. Build a clean quarterly report in Google Docs with the performance summary, allocation, and a short plain-language note on what drove returns. Save it to the client's folder in Google Drive and email it to the client via Gmail for your review first.

2.Build the book-wide performance summary for your quarterly review

Pull every client account from the portfolio sheet in Google Sheets. Calculate total assets under management, the change over the quarter, net new assets, and average account performance. Break it down by client segment. Flag your top and bottom performing accounts. Update the 'Book Summary' tab in Google Sheets and draft a one-page overview in Google Docs for your quarterly self-review.

3.Reconcile fees billed against assets under management

Pull this quarter's assets under management per client from the portfolio sheet in Google Sheets and the fees billed from the billing record in Google Sheets. For each client, recalculate the expected fee based on their fee schedule and compare it against what was billed. Flag any mismatch or missed billing. Log the discrepancies in a 'Fee Review' tab in Google Sheets and post the list to your channel in Slack.

1.Write the meeting recap and follow-up tasks after a client call

Take these meeting notes: [paste notes]. Find the client in your CRM and log the meeting with a clean summary. Draft a follow-up email to the client recapping what you discussed, the decisions made, and the next steps. Create a task in your CRM for every action item with a due date. Save the recap to the client's folder in Google Drive and save the email draft to Gmail for your review before sending.

2.Draft a plain-language market update for a worried client

Take the recent market event [describe it]. For [client name], pull their portfolio and goals from your CRM and the portfolio sheet in Google Sheets. Draft a calm, plain-language note explaining what happened, how it does or doesn't affect their specific plan, and why their strategy still holds. No jargon, no alarm. Save the draft to Gmail addressed to the client and post it to your channel in Slack for your review before it goes out.

3.Find clients you haven't contacted in too long

Pull the last contact date for every client from your CRM. Flag anyone you haven't spoken to in more than 90 days, weighted by account size so the biggest relationships surface first. For each, pull a reason to reach out (an upcoming birthday, a portfolio milestone, a planning item left open). Draft a personal check-in email for the top ones and save the drafts to Gmail. Log the full list in Google Sheets and post it to your channel in Slack.

1.Log a client interaction and update the CRM from a quick note

Take this interaction note: [paste note]. Find the client in your CRM, log the contact with the date and a clean summary, update any changed details (new goal, life event, risk tolerance change), and set the next follow-up task with a due date. If the note mentions a recommendation made, record it for the compliance file. Post a one-line confirmation to your channel in Slack.

2.Find client records missing required compliance documentation

Check every active client in your CRM against the compliance checklist in Google Sheets: signed agreement, current risk profile, suitability documentation, and the date of the last review. Flag any client missing a document or overdue for an annual review. Log the gaps in the 'Compliance Gaps' tab in Google Sheets with what's missing for each and post the list to your channel in Slack so nothing lapses.

3.Catch clients overdue for their annual review

Pull the last review date for every client from your CRM. Flag anyone whose annual review is due in the next 30 days or already overdue. For each, note the client, the due date, and pull their portfolio so prep can start. Add them to the 'Reviews Due' tab in Google Sheets and post the list to your channel in Slack sorted by how soon each is due.

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Set It Once. The Prep Work Runs Itself.

Drift alerts, review-due reminders, meeting prep, quarterly reports. Running on schedule and on trigger whether you're with a client or out of office.

Automate recurring processes in 30 seconds.

Flag every account that drifts past its rebalance band each morning

When this happens...

App

Clock

When

Every weekday at 07:00 AM

Then do this...

👇 No workflow builder. Set it up in plain English.

Flag every account that drifts past its rebalance band each morning

Every weekday at 07:00 AM

Pull current allocations for all client accounts from the portfolio sheet in Google Sheets. Compare each against its target and rebalance band. Flag any account that has drifted past its threshold with the asset class and how far off it is. Update the 'Rebalance Queue' tab in Google Sheets and post the flagged accounts to your channel in Slack, sorted by how far they've drifted.

Prep the review pack the day before each client meeting

Every weekday at 05:00 PM

Check Google Calendar for client meetings tomorrow. For each, pull the client's holdings from the portfolio sheet in Google Sheets and their last notes from your CRM, calculate allocation drift and performance since the last review, and build a review pack in Google Docs with talking points and open action items. Post the links to your channel in Slack so you walk into every meeting prepared.

Remind you of clients due for their annual review

Every Monday at 08:00 AM

Pull the last review date for every client from your CRM. Flag anyone whose annual review is due in the next 30 days or already overdue. Add them to the 'Reviews Due' tab in Google Sheets and post the list to your channel in Slack sorted by how soon each is due, so no client goes a year without a review.

Send the meeting recap draft right after a client call ends

When a client meeting ends on your Google Calendar

When a client meeting ends, check for any notes linked to the event. Find the client in your CRM, log the meeting, and draft a follow-up email recapping the discussion and next steps. Save the draft to Gmail and create follow-up tasks in your CRM for each action item. If no notes exist, post a reminder to your channel in Slack to add them while it's fresh.

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Advisory Playbooks Anyone on Your Team Can Run

Review prep, client onboarding, rebalance checks, quarterly reporting. Same process, same rigor, every single time.

Complete repetitive processes in clicks

Build a complete client review pack from the portfolio

1. Client & Review Window

Client & Review Window

Fill fields below 👇

Client Name *

Last Review Date *

Specific Topics to Cover

2. Analyze Portfolio and Build Talking Points

Agent

Pull the holdings and balances for Client Name from the portfolio sheet in Google Sheets and their notes and open action items from the CRM. Calculate the allocation versus target, the drift past any rebalance band, and performance since Last Review Date. Build a portfolio snapshot, a set of talking points covering rebalancing needs and any open items, and surface action items still outstanding. If Specific Topics to Cover were given, work those into the talking points.

3. Save Review Pack to Google Docs

Create DocumentinGoogle Docs

4. Post Meeting Heads-up to Slack

Send MessageinSlack

👇 See use cases.

1.Build a complete client review pack from the portfolio

How this Playbook works?

Enter the client name and the date of their last review. The AI agent pulls the client's current holdings and balances from the portfolio sheet in Google Sheets and their notes and open action items from your CRM, then calculates allocation drift, performance since the last review, and what's worth discussing. It assembles a review pack with the portfolio snapshot, talking points, and open items. The pack gets saved to a Google Doc in the client's folder, the review gets logged in your CRM, and a heads-up gets posted to your channel in Slack.

2.Onboard a new client from intake to first review

How this Playbook works?

Enter the new client's name, email, and their stated goals. The AI agent creates the client's folder structure in Google Drive, adds them to the review schedule in Google Sheets, and builds an onboarding checklist covering the signed agreement, risk profile, and account transfer documents. It drafts a welcome email with the steps and documents to return and a discovery question set based on their goals. The welcome email gets saved to Gmail, the client record gets created in your CRM, and a new-client note gets posted to your channel in Slack.

3.Run a rebalance check across a client's accounts

How this Playbook works?

Enter the client and the rebalance band to use. The AI agent pulls every account for that client from the portfolio sheet in Google Sheets, compares each holding against its target allocation, and identifies every position outside the band. It calculates the trades needed to bring the portfolio back to target while flagging any tax consideration in taxable accounts. The proposed rebalance gets written to a Google Doc with the trade list, logged in a 'Rebalance' tab in Google Sheets, and posted to your channel in Slack for your sign-off before any trades.

4.Generate a client's quarterly performance report

How this Playbook works?

Enter the client and the quarter. The AI agent pulls the starting and ending balances, contributions, withdrawals, and holdings from the portfolio sheet in Google Sheets, then calculates the period return, the return net of fees, and performance against the client's benchmark. It writes a plain-language note on what drove returns. The report gets assembled in a Google Doc with the performance summary and allocation, saved to the client's folder in Google Drive, and emailed to the client via Gmail after your review.

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Less Prep Work. More Time With Your Clients.

Describe your advisory task in one sentence. The agent does it across your apps.

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