Automate Your Financial Services Busywork with AI Agents

Client onboarding, portfolio reporting, compliance tracking, and renewal follow-ups. Describe the task in one sentence, the agent does it across your apps.

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AGENT

Kick off onboarding the moment a new client signs

Chase clients who haven't sent their documents yet

Build a client portfolio summary for the week

Check which compliance reviews are due this week

Reach out to clients who have gone quiet

Identify clients whose annual review is coming up

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Any Client Task. One Message. Done.

New client documents, portfolio summaries, compliance checks, renewal reminders. Tell the agent what you need and it works across your CRM, Gmail, Google Sheets, and 1,500+ apps.

Get Work Done With Simple Chat Messages

Check the 'New Clients' tab in Google Sheets for anyone added in the last 24 hours. For each new client, send a personalized welcome email via Gmail with their onboarding checklist and a list of documents needed to get started. Add them to your CRM with a status of 'Onboarding' and their intake date. Create a task in your task manager to follow up in three days if documents are still outstanding. Post a heads-up to the onboarding channel in Slack with the client name and the documents still needed.||

3 new clients onboarded and logged. Slack channel updated.

New Client Onboarding — Last 24 Hours

Status	Client	Type	Documents Requested	Next Step
🟢 Welcomed	Arjun Mehta	HNI Investment	PAN, Aadhaar, bank statement	Follow-up in 3 days
🟢 Welcomed	Priya Nair	Mutual Fund	KYC form, cancelled cheque	Follow-up in 3 days
🟢 Welcomed	Rohan Kapoor	Portfolio Mgmt	ITR, demat statement, ID proof	Follow-up in 3 days

Summary: All 3 clients emailed with personalized onboarding checklists and added to CRM under 'Onboarding' status. Follow-up tasks created for each. Posted to #onboarding in Slack.

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

1.Kick off onboarding the moment a new client signs

2.Chase clients who haven't sent their documents yet

Pull every client in your CRM with a status of 'Onboarding' and a missing-documents flag. For each one, check how long since they were first contacted. Send a friendly follow-up via Gmail naming exactly which documents are still outstanding and the deadline for submission. Update the last-contacted date in your CRM and log the follow-up in the 'Onboarding Tracker' tab in Google Sheets.

3.Verify a new client's submitted documents and flag gaps

Take the documents listed in the 'Pending Review' tab in Google Sheets for the specified client. Check each item against the onboarding requirements checklist. Flag any document that is missing, expired, or looks incomplete. Produce a review summary in the 'KYC Review' tab in Google Sheets listing what passed, what failed, and what still needs to be collected. Send the client an email via Gmail with only the action items they need to resolve.

1.Build a client portfolio summary for the week

Pull the portfolio data for the specified client from the 'Portfolios' tab in Google Sheets, including current holdings, recent transactions, and performance against the benchmark. Draft a clean weekly update email via Gmail with the key numbers, a brief commentary on notable changes, and a summary of any action items. Log the report in the 'Client Reports' tab in Google Sheets with the date and what was sent.

2.Prepare the month-end report for every active client

Pull the list of all active clients from your CRM. For each client, take their portfolio data from the 'Portfolios' tab in Google Sheets and produce a month-end summary covering returns, asset allocation, and any changes from the prior month. Compile all individual summaries into a 'Month-End Reports' tab in Google Sheets. Draft a personalized email for each client via Gmail with their summary attached as a formatted table.

3.Flag any portfolio that has drifted outside its target allocation

Check the 'Portfolios' tab in Google Sheets for all active clients. Compare each client's current asset allocation against their target allocation. Flag any portfolio where a category has drifted more than five percentage points outside the target. Add the flagged portfolios to a 'Rebalancing Alerts' tab in Google Sheets with the client name, the drifted category, and the current vs. target percentage. Post a summary of flagged portfolios to the advisory channel in Slack.

1.Check which compliance reviews are due this week

Pull the 'Compliance Calendar' tab in Google Sheets and find every client or internal review that is due within the next seven days. For each one, check if the required documentation is in place in the 'Compliance Docs' tab. Flag anything that is due but not yet complete. Post a summary to the compliance channel in Slack with what is due, what is missing, and who is responsible. Add tasks for any outstanding items to your task manager.

2.Build an audit trail for a client's annual review

Pull all interactions, reports, and document submissions for the specified client from Google Sheets over the past 12 months. Compile a clean audit-ready summary in a new tab in Google Sheets listing every touchpoint, report sent, document collected, and review conducted, with dates and status. Draft a cover note via Gmail to the compliance officer summarizing the trail and flagging anything that appears incomplete.

3.Alert the team when a client's KYC is about to expire

Check the 'KYC Expiry' tab in Google Sheets for any client whose KYC documentation expires within the next 30 days. For each flagged client, send them a renewal request via Gmail explaining what needs to be updated and by when. Add the renewal to the 'KYC Renewals' tracker in Google Sheets with the expiry date and status. Post a list of expiring clients to the compliance channel in Slack.

1.Reach out to clients who have gone quiet

Pull every client in your CRM with no contact logged in the last 60 days and an active status. For each one, draft a short, personal check-in email via Gmail referencing their portfolio focus or the last conversation topic. Update the last-contacted date in your CRM and add the re-engaged clients to a 'Re-engagement' tab in Google Sheets so you can track who responded.

2.Send a market update to every client in one go

Search the web for the top three market developments from the past week relevant to personal finance and wealth management. Draft a concise market update email via Gmail that explains each development in plain terms and what it means for a typical investor. Personalize the subject line and opening for each client segment in your CRM (growth-focused, income-focused, conservative) and send the relevant version to each group. Log the campaign in the 'Newsletters' tab in Google Sheets.

3.Follow up after a client meeting with a clear summary

Take the meeting notes for the specified client from the 'Meeting Notes' tab in Google Sheets. Summarize the key points discussed, decisions made, and action items in a short follow-up email via Gmail. Update the client's record in your CRM with a note on the meeting and the next steps. Add any action items with due dates to your task manager.

1.Identify clients whose annual review is coming up

Check the 'Client Reviews' tab in Google Sheets for anyone whose annual review falls within the next 30 days. For each client, pull their portfolio summary, the key changes over the past year, and any open action items. Draft a pre-review briefing in the 'Review Prep' tab in Google Sheets with everything you need to walk into the meeting. Send the client a scheduling email via Gmail with a link to book the review.

2.Spot warm prospects and draft an outreach email

Search the web for financial planning or investment-related news that would be highly relevant to businesses or individuals in a specific segment you are prospecting. Pull the prospect list from the 'Prospects' tab in Google Sheets. Draft a personalized outreach email for each prospect via Gmail that leads with the relevant news and connects it to how you could help. Log the outreach in the 'BD Activity' tab in Google Sheets with the date and the angle used.

3.Ask for a referral at the right moment after a win

Pull every client from your CRM who has completed a major milestone in the last 30 days: a successful review, a portfolio target hit, or a financial goal reached. Draft a warm, personal email via Gmail for each one thanking them for the relationship and gently asking if they know anyone who might benefit from the same advice. Log who was asked in the 'Referrals' tab in Google Sheets and track any responses.

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Set It Once. Your Practice Runs Itself.

New client onboarding, portfolio alerts, compliance deadlines, review reminders. Running on schedule or the moment something changes in your data, whether you are with a client or off the clock.

Automate recurring processes in 30 seconds.

Welcome every new client the moment they are added

When this happens...

App

Google Sheets

When

When a new row is added to the New Clients sheet

Then do this...

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

Welcome every new client the moment they are added

When a new client is added to your CRM

When a new client is added to your CRM, send a personalized welcome email via Gmail with their onboarding checklist and the documents needed to get started. Add them to the 'New Clients' tab in Google Sheets with their intake date and status. Post a notification to the onboarding channel in Slack so the advisor knows to make a welcome call.

Chase outstanding onboarding documents every morning

Every weekday at 09:00 AM

Pull every client in your CRM with a status of 'Onboarding' and outstanding documents. For each one, check how many days since their last nudge. If it has been more than two days, send a follow-up email via Gmail naming the specific documents still needed. Update the last-contacted date in your CRM and log the follow-up in the 'Onboarding Tracker' tab in Google Sheets.

Flag portfolio drift the moment it crosses the threshold

Every weekday at 08:00 AM

Check the 'Portfolios' tab in Google Sheets for all active clients. Compare each client's current allocation against their target. Flag any client whose allocation has drifted more than five percentage points in any category. Add flagged clients to the 'Rebalancing Alerts' tab in Google Sheets and post a morning alert to the advisory channel in Slack so the team can act before the market opens.

Send every client a weekly portfolio update

Every Friday at 04:00 PM

Pull portfolio data for all active clients from the 'Portfolios' tab in Google Sheets. For each client, generate a brief weekly performance summary covering returns, notable changes, and any open action items. Draft and send a personalized email via Gmail for each client. Log the send date and summary in the 'Client Reports' tab in Google Sheets.

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Financial Services Playbooks Anyone Can Run

New client setup, annual reviews, portfolio reports, compliance checklists. Same process, same polish, every single time, no matter who runs it.

Complete repetitive processes in clicks

Onboard a new client from signed agreement to fully set up

1. Client Details

Client Details

Fill fields below 👇

Client Name *

Client Email *

Contact Number

Product Type *

Documents Required *

2. Draft Welcome Email and Onboarding Checklist

Agent

Draft a warm, personalized welcome email for Client Name at Client Email who has signed up for Product Type. The email should include a clear onboarding checklist listing the documents required: Documents Required, explain what happens next, and set a friendly tone for the relationship. Also prepare the full client record for logging in Google Sheets.

3. Send Welcome Email

Send EmailinGmail

4. Log Client in Onboarding Tracker

Add Row to SheetinGoogle Sheets

5. Create Follow-Up Reminder

Create EventinGoogle Calendar

6. Notify Team in Slack

Send MessageinSlack

👇 See use cases.

1.Onboard a new client from signed agreement to fully set up

How this Playbook works?

Enter the client's name, email, contact number, product type, and the documents required for their account type. The AI agent sends a personalized welcome email via Gmail with their full onboarding checklist. It logs the client in the 'New Clients' tab in Google Sheets with their intake date, status, and document requirements. It creates a follow-up reminder in Google Calendar three days out if documents have not arrived, and posts a notification to the onboarding channel in Slack so the advisor can make a welcome call.

2.Prepare a client's annual review from scratch

How this Playbook works?

Enter the client's name and their review date. The AI agent pulls their portfolio data and 12-month performance from the 'Portfolios' tab in Google Sheets, checks for any open action items or outstanding documents in the 'Compliance Docs' tab, and searches the web for relevant market context to frame the year. It builds a full pre-review briefing in the 'Review Prep' tab in Google Sheets covering portfolio performance, allocation changes, risk profile check, and talking points. It then sends the client a scheduling email via Gmail with a link to book their review and adds the meeting to your Google Calendar.

3.Run a full KYC renewal for a client whose documents are expiring

How this Playbook works?

Enter the client's name and the documents that are expiring. The AI agent sends the client a renewal request via Gmail naming exactly what is needed and the deadline. It updates the 'KYC Renewals' tab in Google Sheets with the client, the documents requested, and the renewal deadline. It creates a follow-up task in your task manager for five days out if the documents have not arrived, and posts the renewal to the compliance channel in Slack so the team is aware.

4.Build and send a monthly portfolio report for a client

How this Playbook works?

Enter the client's name and the month you are reporting on. The AI agent pulls the client's portfolio data from the 'Portfolios' tab in Google Sheets, calculates month-on-month performance and allocation changes, and checks for any action items or notable events. It builds a clean report in the 'Client Reports' tab in Google Sheets with returns, asset allocation, a commentary section, and any open items. It then drafts and sends a personalized report email via Gmail with the summary formatted as a table. It logs the send date in the 'Client Reports' tracker.

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Give Advice. Let the Agent Handle Everything Else.

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

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