Webinar
Get more out of your workflows
If you’ve ever felt like Quin could be doing a little more for you, this is a good place to start!
What to expect
In our first live webinar session, Gabe Caldwell (co-founder of Quin) walks through how to get more out of the workflows you already have set up. Whether you're new to Quin or have been using it for a while, this session is a good chance to audit what you have set up and make sure it's working the way you want it to.
What we cover
- The difference between global guidelines and workflow-level guidelines, and why it matters
- A deep dive on the Notetaker workflow: calendar setup, recap customization, the Optimize button, and how to set up different workflows for different meeting types
- Email Replies: how Quin drafts responses in your voice and how to customize the tone and filters
- The Thinking of You workflow: how to stay in touch with clients and prospects without having to remember to
- Live Q&A with real questions from advisors
