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Gabe Caldwell

Gabe Caldwell

Co-Founder of Quin, an AI assistant that automates administrative work for financial advisors.

Aug 25, 2026

11:29
So what are some examples of workflows that I can click a button and it automatically kind of rolls out inside of my software?
11:36
Yeah.
11:37
So I'll kind of break that down into three different type of workflows.
11:40
There's core workflows, and then there's our workflows library, and then there's our custom workflow generator.
11:46
Core workflows, these are seven core automations and workflows that pretty much all of our advisors use.
11:53
This is going to include note-taking, post-meeting workflow, which is data entry into your tools, drafting a follow-up, scheduling your next meeting.
12:02
All of that's fully taken care of for you.
16:54
Don't mind me.

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