Project
Meeting Prep Automation
Complete automation of meeting prep for financial advisors, pulling data from Salesforce, Orion, and Conga Composer.
→ Meeting prep time reduced from hours to minutes
Starting point
Someone spent 30–60 minutes pulling data from multiple systems before every client meeting.
What I built
An automated prep pack: pull the data, chart it, and attach a PDF to the CRM record before the day starts.
What changed
Prep that used to take most of an hour now lands automatically.
The person who scoped this is the person who built it. Same person on the handoff — that's the trade you make hiring one consultant instead of an agency.
Starting point
Where things stood
Advisors needed data from three systems (Salesforce, Orion, Schwab) assembled into a single meeting prep package. The process was manual, took 30-60 minutes per meeting, and was error-prone when done under time pressure.
Approach
The path we chose
Financial advisors spend significant time preparing for client meetings — pulling portfolio data, generating reports, reviewing recent activity, and assembling materials. This project automated the entire prep workflow.
Build
How I built it
- Turned Salesforce into the central hub by integrating Charles Schwab, Orion, QuickCharts, Agentforce, and Conga Composer behind a single button.
- Pulled account data daily from Schwab and Orion so meeting data is always current.
- Used Agentforce to summarize account activity into one impactful sentence so planners see contributions, distributions, and key events at a glance.
- Generated branded charts via QuickCharts since Salesforce can't natively place charts in documents, then assembled the final PDF with Conga Composer.
The honest part
What made it tricky
The parts that didn't go to plan — and how I worked around them.
- Agentforce was the biggest headache — permission issues across the org, inconsistent outputs, and request limits. It took trial and error to make it accessible and consistent for all users.
- Conga Composer had a learning curve around merge-field formatting, but became powerful once dialed in.
After launch
What changed
- Reduced meeting prep from hours to minutes.
- Seamless integration across Schwab, Orion, Conga Composer, and QuickCharts.
- A scalable approach that works for any size firm.
Capabilities
What it does
Stack
Tools used
Services
Related services
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