Free workflow · no email gate
Turn de-identified meeting notes into a factual recap draft.
Fill the local worksheet with de-identified context, copy the generated prompt into a firm-approved AI tool and keep every advice decision with the licensed advisor.
Build the workflow locally.
Use synthetic or appropriately minimized information. Analytics, if you consent, records only that the workflow was viewed or copied—never what you type.
Data boundary: This page makes no AI request and sends no worksheet content. After copying, the data terms and firm rules of your chosen AI provider apply.
Generated workflow
The complete system
One useful sample. Ten complete workflows in Starter.
The full Financial Advisor AI Playbook adds variables, ordered chains, worked examples, failure modes and product-specific review gates.
$29
One-time ZIP download. Individual business-use license. No subscription or outcome promise.
View the Starter