In this Office Hours session, Steve Drost and Will Kaplan walk through how to save time by using process automations in Quivr’s Archr module. A user asked about creating tasks before client meetings, and the solution highlights how processes can eliminate repetitive manual clicks and streamline operations.

Here’s what you’ll learn:

✨ The difference between workflows (the “how”) and processes (the “who + when + how”)

✨ How to trigger recurring processes (e.g., tax prep, surge meetings, gifting reports)

✨ Using date-driven processes (e.g., Medicare windows, client milestones)

✨ Practical tips for filtering clients with tags, services, or agreements

✨ How automations can free up hours for your team

If you’re a Quivr user, join Office Hours every Wednesday for more real-life tips and guidance. Not using Quivr yet? Schedule a demo and see how it can help your firm run at peak efficiency.