FinanceAdvisors & Client-Facing

Meeting Invitation Emails

Built for Financial Advisors.

Pull verified client contact details to draft and send meeting invitation emails from a saved template and create a follow-up task, reducing manual outreach for advisor teams.

Why this matters

The manual work this replaces

Meeting outreach requires manual contact lookup, email drafting, and follow-up tracking.

What Caddi does

How the automation runs

  1. Microsoft Outlook
  2. Salesforce
  1. Access Salesforce to retrieve and verify contact details for the Mercer household.
  2. Use Microsoft Outlook to draft and personalize an email invitation for a virtual meeting, incorporating a pre-saved template from Microsoft Word.
  3. Insert client and planner details, including a virtual meeting link, and send the email to the primary contacts.
  4. Create a follow-up task in Salesforce to ensure the meeting is scheduled within five business days.
Value created

What changes after Caddi

Client meeting invitations go out automatically with consistent follow-up in Salesforce.

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Finance

Calendly Booked-Meeting CRM Logging

When a Calendly meeting is booked, create the right CRM event, link it to the contact, and post the agenda to the owner, reducing manual logging for financial advisors and BD teams.

Finance

Gmail Inbox Triage to CRM

Read inbound mail, identify the contact and intent, log the conversation in the CRM, and open the right follow-up task, reducing inbox triage for financial advisors and BD teams.

Finance

Google Meet Recap to CRM

Take the Google Meet transcript, write a structured summary to the CRM, and open the right follow-up tasks, reducing post-meeting data entry for financial advisors.

See it on your stack

Want Meeting Invitation Emails automated at your firm?

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