Get to know Quin

Get started with Quin

New to Quin? Start here to connect your tools, turn on key features, and learn how to communicate with your assistant. Get up and running in minutes.

Communicate with Quin

Learn all the ways to interact with Quin including chat, voice, email, and text. Get help with tasks, meeting prep, and CRM updates through your preferred method.

Customize Quin

Teach Quin how to work for you with custom guidelines and templates. Create instructions for meeting notes, emails, and tasks that match your workflow and business needs.

Workflows

Create automated workflows that run on schedule or when triggered. Set up daily briefs, weekly summaries, meeting prep, and follow-ups so Quin handles routine work automatically.

Guidelines

Customize how Quin works with guidelines—preferences, rules, and workflows that apply automatically. Browse the guidelines library for examples or create your own.

Integrations

Connect Quin with your CRM, calendar, email, and productivity tools. Browse integration guides for Salesforce, HubSpot, Google Workspace, Microsoft, and more.

Account & billing

Manage your Quin account including profile settings, team members, and billing.

Trust & security

Quin protects your data with enterprise-grade encryption, SOC 2 compliance, GDPR standards, and 99.9% uptime. Learn how we keep your information secure and private.

May 27, 2026

Configuring Quin, Part 2: How to write better guidelines

A lot of people have guidelines set up but they're too vague to make a real difference. We'll fix that.

August 5, 2026

AI and the future of financial advising

Talking about what's actually changing in financial advising and what it means for you.

July 22, 2026

Staying in touch at scale

How Quin helps you stay consistently present with every client, without it feeling like a mass email.

July 8, 2026

Quin after the meeting

What Quin does the moment your meeting ends and how to make sure it does it your way.

June 24, 2026

Learn all about templates

How to control the way Quin formats its outputs — and make every response feel like yours.

June 10, 2026

How to think about AI as a financial advisor

Honest look at what AI means for financial advisors right now — where it helps, where it doesn't, and how to use it well.

Getting Started with Quin

A full product walkthrough covering everything from setup and integrations to core workflows and dashboard features.

Quin 101: The Notetaker

Learn how Quin automatically joins your meetings and handles notes, follow-ups, and CRM updates after every call.

Quin 101: Email Replies

See how Quin drafts inbox replies for your review using CRM context and email history so every response sounds like you.

Quin 101: Daily Brief

Learn how to set up and customize your morning email so you're prepped for the day before it starts.

Quin 101: Email Follow-Ups

See how Quin monitors your sent emails and automatically drafts follow-ups that sound like they came from you.

Quin 101: Guidelines

Learn how to write global guidelines that give Quin the context it needs to work the way you do.

Quin 101: Workflows

See how to build, generate, and configure workflows that automate the recurring tasks specific to how you work.

Quin 101: The Scheduler

Learn how to set up your booking page, configure meeting types, and let Quin handle everything after someone books.

March 10, 2026

Customer Story: David McEntire, Provision Retirement

How a retirement specialist replaced a patchwork of disconnected tools with Quin and built a workflow that keeps every client commitment on track.

March 6, 2026

Setting up the Notetaker

Quin's Notetaker joins your client meetings and handles the follow-up automatically: notes, CRM updates, drafted emails, and tasks created before your next call starts.

February 24, 2026

Bad prep is usually why calls go sideways

Pull relevant context from your CRM, email history, and open commitments before every call, so you walk in ready to continue the conversation instead of catching up on it.

February 17, 2026

Building workflows for your specific routine

Quin's workflows adapt to how you work. You can set them to run on whatever schedule matches your routine—not generic defaults, but the specific timing that fits when you'll use the information.

February 9, 2026

Introducing the new Quin

We’ve redesigned how you customize Quin—and made Workflows the center of the experience. Set up recurring tasks, meeting follow-ups, and reminders in plain language, add pre-built templates with one click, and let Quin handle the busywork in the background. Set it once, and move on.

December 4, 2025

Why transcription isn’t the same as assistance

A clear breakdown of why recording meetings isn’t enough and what real assistance actually looks like after the conversation ends.

December 8, 2025

How to set up a high-converting scheduling flow

Your scheduling link should do more than book meetings. Here’s how to design a flow that reduces no-shows and connects every step of your workflow.

December 10, 2025

The 7 automations every advisor should turn on in Quin

How advisors can streamline their entire client journey with seven automations that handle the repetitive work automatically.

November 23, 2025

Stop paying the 'Tool Tax': Quin replaces 5 subscriptions for the price of one

Learn how Quin consolidates the five most common productivity subscriptions into a single, seamless platform, eliminating friction and keeping client context connected.

High-touch ops without the overhead

How a former Merrill Lynch operations professional uses Quin to run a values-driven RIA without losing 10 hours a month to manual CRM work.

How to cut your admin time in half

How a solo RIA managing 270 households replaced a $50K admin hire with Quin — and turned it into a recruiting advantage.

Free your team from the follow-up

How a managing partner eliminated her Friday catch-up day and rolled Quin out across her entire team within the first month.

Giving advisors the onboarding edge

How a high-volume virtual advisor replaced standalone notetakers with Quin and built a practice that keeps up with 550+ client sessions.

Streamlining workflows for advisors

How a retirement specialist replaced a patchwork of disconnected tools with Quin and built a workflow that keeps every client commitment on track.

Age 59½ 401k milestone

Find clients who will reach age 59½ within three months and draft educational emails on penalty-free 401(k) distributions and rollover options.

Weekly summary

Get a comprehensive recap of all team meetings completed and open tasks new leads pipeline changes and outstanding follow-ups from the past week.

Overdue tasks

See all tasks that were due last week but are still open grouped by assignee for easy follow-up.

Prospect email drafting

Draft individualized outreach emails to a list of prospects using a personalized template.

Overwhelmed staff

Identify team members at risk of burnout due to excessive workload and support them before issues escalate.

LinkedIn enrichment

Research someone on LinkedIn to collect professional background and context before meetings or outreach.

New leads this week

Weekly summary of new leads added to the pipeline to ensure prompt follow-up.

Empty calendar

Alert and recommend outreach when my calendar is light on meetings.

Ghosted lead

Identify new leads that have gone quiet for targeted follow-up.