Build a custom automation without an engineer
Connect your tools, describe the work you want handled, and turn it on. If you can say what you want, you can build a custom workflow.
The work that doesn't fit a template
Every business runs on routines that don't show up in product feature lists. The quarterly check-ins, the annual reviews scheduled the same week each year, the Friday afternoon reports nobody else can pull. You can build any of them in Quin yourself.
Connect your tools. Ask Quin to do anything.
A small sample of the workflows running today, with dozens more in the full library
Quarterly client check-ins
Drafts a personalized check-in email for every active client at the start of each quarter, pulling recent context from the CRM.
Year-end client letters
Builds a tailored year-end letter for each client, with portfolio commentary, milestones from the year, and a personal note.
Weekly pipeline review
Pulls a digest every Friday morning of every open deal, flagging the ones that have gone quiet.
Birthday and milestone outreach
Drafts a personal note when a client has a birthday, anniversary, or other milestone in the CRM.
"I create the workflows, I create the templates and the boundaries, and Quin follows them."
Justin Lotano
ShorePoint Wealth Management
