How-tos.
Plain answers to "how do I connect this to that" and "how do I automate this," checked against each vendor's own documentation. Every page gives you the do-it-yourself route first, even when it means you don't need us.
Plain answers to "how do I connect this to that" and "how do I automate this," checked against each vendor's own documentation. Every page gives you the do-it-yourself route first, even when it means you don't need us.
Get the summary, the action items and the next step onto the right record after every client meeting.
Which notetakers write meeting notes to which CRMs on their own, how to build the rest with Zapier or Make, and where automatic CRM updates go wrong.
Checked October 1, 2026One jobCompare AI notetakers for advisors on what matters after the meeting: CRM write-back to Redtail and Wealthbox, review before it lands, and archiving.
Checked October 1, 2026Connect two toolsFathom has no native Redtail integration. Here's the Zapier route, why it can only create Redtail activities, and the cleaner options for advisory teams.
Checked October 1, 2026Connect two toolsZoom doesn't send meeting summaries to Redtail on its own. Here's the Zapier route from Zoom's summary trigger to a Redtail activity, and where it breaks.
Checked October 1, 2026Connect two toolsZapier and Make can file each Fathom summary as a Wealthbox note. The recipe, where it breaks, and when Wealthbox's own notetaker is all you need.
Checked October 1, 2026Connect two toolsHubSpot's Zoom integration logs meetings, recordings and transcripts and skips Zoom's AI summary. What syncs, and four ways to add the summary.
Checked October 1, 2026Redtail, Wealthbox and the tools that feed them.
What connects to Redtail natively, what its Zapier app can and can't do, how Workflows and the API work, and where do-it-yourself Redtail automations break.
Checked October 1, 2026One toolWhat connects to Wealthbox natively, what its Zapier and Make apps can do, how the API and Workflows work, and when Wealthbox's own AI Notetaker is enough.
Checked October 1, 2026Onboarding, follow-ups and the other weekly work that eats a team.
Automate the retyping and chasing in client onboarding: intake forms into Redtail or Wealthbox, DocuSign, Canopy Connect for agencies, and what breaks.
Checked October 1, 2026One jobWrite every follow-up email automatically and keep a human on send: Gmail and Outlook draft routes, a Zapier recipe, and where automated follow-ups go wrong.
Checked October 1, 2026
