Make agents work for wealth teams

Aggregate Customer Health Signals from Salesforce and Slack for Success Reviews

Customer success managers prepare for quarterly business reviews by manually pulling together account data from multiple sources. This workflow queries Salesforce for account and opportunity data, searches Slack for recent customer mentions, and compiles a health summary ready for the QBR meeting.

Analyze Tableau Dashboard Usage and Report Access Anomalies via Email

BI and data governance teams need visibility into who is accessing sensitive Tableau dashboards and whether permissions are correctly scoped. This workflow audits Tableau workbook permissions, identifies users with access beyond their role, and sends a summary report to the data governance team via Outlook.

Audit SharePoint Document Permissions Across Sites and Report Violations

Scan SharePoint sites and document libraries to identify files with overly broad sharing permissions or unexpected external access, compile an audit report, and send it to the compliance team via email.

Auto-Generate OpenAI Embeddings for SharePoint Documents to Power Search

The agent scans a SharePoint document library for new or recently updated files, extracts their text content, generates embeddings via OpenAI, and stores them in a vector store to enable semantic search across the knowledge base.

Automate Client Appointment Reminders via Acuity and Gmail

Service businesses with high appointment volumes see no-show rates climb when reminder workflows are manual or inconsistent. This workflow checks upcoming Acuity appointments, reviews each client record, and sends personalized reminder emails via Gmail with appointment details and any required preparation instructions.

Compile Wealth Management Client Briefings from Web Research and Outlook Calendar

Before a client meeting, automatically research the client's company and portfolio context online, pull upcoming calendar details from Outlook, and compile a structured pre-meeting briefing for the advisor.

Coordinate Client Meeting Scheduling Across Calendly and Outlook

Advisors and client-facing teams waste time juggling availability windows and sending manual calendar invites. This workflow checks Calendly availability, finds open time slots that work for both parties, books the meeting, and creates a corresponding Outlook calendar event with all necessary details.

Microsoft Outlook Meeting Scheduling with Asana Task Follow-up

Find optimal meeting times for client or internal meetings using Outlook availability data, create calendar events, and automatically generate follow-up Asana tasks from the meeting agenda so action items are tracked from the moment the meeting is scheduled.

Reconcile Affinity CRM Contacts with Apollo and Update Relationship Notes

The agent cross-references contacts in Affinity with Apollo's database to identify stale records, enrich missing data, and write updated relationship notes back to Affinity with recent interaction context.

Research Prospect Accounts with Web Search Before Salesforce Outreach

Before a sales rep makes contact, the agent searches the web for recent company news, funding announcements, and product changes, then updates the Salesforce account record with a structured research brief and logs a task for follow-up.

Salesforce Account Research with Live Web Context

Enrich Salesforce account records with current market intelligence gathered from the web, including recent news, funding rounds, and product changes, so account executives have fresh context before every customer meeting.

SharePoint Document Library Audit and Permission Review

Audit SharePoint document libraries across sites to identify files with overly broad permissions, review version histories for sensitive documents, and produce a structured access report for compliance review.

Sync Affinity Deal Pipeline Updates to Slack and Schedule Follow-Up Meetings via Outlook

When a deal in Affinity moves to a key stage such as term sheet or due diligence, the agent posts a pipeline update to the deal team's Slack channel and schedules a follow-up meeting with the relevant contacts via Microsoft Outlook.

Track Affinity Relationship Reminders and Send Daily Digest via Slack

Each morning, the agent retrieves due and overdue relationship reminders from Affinity, groups them by owner, and sends each team member a personalized Slack digest listing which contacts or deals they need to follow up on today.

Verify Customer Identities via Twilio Before Salesforce Record Updates

Before an agent updates sensitive Salesforce customer records, trigger a Twilio OTP verification to the customer's phone number and only proceed with the record change after the code is confirmed.