FinanceAdvisors & Client-Facing

Wealthbox Inbound Email Triage

Built for Financial Advisors.

Read inbound client email, identify the household, log the conversation in Wealthbox, and open the right follow-up activity, reducing inbox triage for financial advisors.

Why this matters

The manual work this replaces

Advisors get dozens of client emails a day and have to manually copy each conversation into Wealthbox, then create the follow-up task to remember the next step.

What Caddi does

How the automation runs

  1. Wealthbox
  2. Gmail
  3. Microsoft Outlook

This process logs an inbound client email to Wealthbox. It reads the inbound message from Gmail or Outlook, identifies the household by sender email, files the conversation against the matching Wealthbox contact, classifies the request (cash, address change, planning question), and opens the appropriate follow-up activity with the advisor as owner.

Value created

What changes after Caddi

Keeps Wealthbox current with every client conversation and ensures no follow-up gets dropped to the inbox.

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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.

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Meeting Invitation Emails

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.

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Redtail Meeting Note Write-Back

Turn each client meeting recording into a structured Redtail note, open the right follow-up activities, and tag the household, reducing post-meeting data entry for financial advisors.

See it on your stack

Want Wealthbox Inbound Email Triage automated at your firm?

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