FinanceAdvisors & Client-Facing

Google Calendar Pre-Meeting Prep Packet

Built for Financial Advisors.

Read the day's calendar, match each meeting to a CRM record, and email the host a prep packet with key context, reducing meeting prep for financial advisors.

Why this matters

The manual work this replaces

Advisors walk into client and prospect meetings without the latest CRM context because no one has time to assemble a prep brief before each one.

What Caddi does

How the automation runs

  1. Google Calendar
  2. Salesforce
  3. Gmail

This process emails a prep packet for the day's meetings. It reads the advisor's Google Calendar for the day, identifies each meeting attendee in Salesforce, pulls recent activity, open opportunities, and last meeting notes for each contact, assembles a single Gmail prep packet with one section per meeting, and sends it to the advisor an hour before the day starts.

Value created

What changes after Caddi

Gives every advisor a prep packet for each meeting the morning of, without an EA assembling it.

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See it on your stack

Want Google Calendar Pre-Meeting Prep Packet automated at your firm?

Show us this workflow and we'll demo Caddi running it end-to-end on your tools.