
Gabe Caldwell
Co-Founder of Quin, an AI assistant that automates administrative work for financial advisors.
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Aug 25, 2026
398: Stop Using AI Like a Note-Taker (Use It Like an Executive Assistant)
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11:29Libby GreiweHOST
So what are some examples of workflows that I can click a button and it automatically kind of rolls out inside of my software?

Gabe CaldwellGUEST
There's core workflows, and then there's our workflows library, and then there's our custom workflow generator.

Gabe CaldwellGUEST
Core workflows, these are seven core automations and workflows that pretty much all of our advisors use.

Gabe CaldwellGUEST
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.