Meeting Prep Automation
completed
Complete automation of meeting prep for financial advisors, pulling data from Salesforce, Orion, and Conga Composer.
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.
The problem. 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.
What was built. An automated workflow triggered by an upcoming meeting. The system pulls client data from Salesforce, portfolio performance from Orion, and custodial data from Schwab. It generates charts via QuickCharts, assembles the package in Conga Composer, and delivers a formatted PDF to the advisor's Salesforce record — all before they've opened their laptop for the day.
The outcome. Meeting prep that previously took 30-60 minutes of manual work now happens automatically. Advisors walk into meetings with complete, accurate, and consistently formatted materials.
Technologies used
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