Quin comes
ready to work
Your AI assistant with prebuilt workflows for your inbox, calendar, CRM, and follow-ups. Set it up in just a few minutes.
Starts
your day
A morning brief on everything on your plate, plus prep before each meeting with last notes and open items.
Get your brief
9am
Okafor Annual Review
Son got into UCLA. 529 switch still open.
11am
Brightline Dental
New prospect. Intake form came in last night.
0 completed tasks waiting for your approval
Takes
your notes
Notes, the follow-up email, your CRM updated, and tasks assigned, done before you’re back at your desk.
Ditch the notepad
Meera Honestly, let's plan on 2027 now, not 2026.
Recap sent to Vikram and Meera
Record updated: retiring 20262027
Handles
your inbox
Sorts what comes in, drafts replies for you to approve, and follows up when people go quiet.
Clear your inbox
Tom MankinHey, how much should I send for Q4, and when is it due?
Hi Tom, your Q4 payment is due January 15. Based on Dana's numbers, plan on about $6,800. I'll send the payment link Friday.
Runs your calendar
Finds a time that works for everyone and reminds attendees by email and text so they show up.
Try the scheduler
Invite sent. Reminders go out by email and text.
Does your
paperwork
Enrollments, payments, the manual work your business runs on, done automatically.
Automate your paperwork
Inherited IRA Application
Account owner
Thomas J. Long
Decedent
Howard L. Long
Date of death
09/27/2026
Ready to sign
Updates everything
Notes, the follow-up email, your CRM updated, and tasks assigned, done before you’re back at your desk.
Connect your tools
New Client: Janet Wilkins
0 of 3 done
Updating stage in Wealthbox
Stage set to ProspectClient
Synced
Filing statements 0 of 3
Statements filed to her folder
3 files
Finding a time in February
February review booked
Feb 12, 10:00 AM
“I don’t even look at my inbox anymore.”
“I don’t even look at my inbox anymore.”
Join thousands of professionals already handing their work to Quin.
