In this Office Hours session, Steve Drost and Will Kaplan walk through how advisors are automating document generation in Quivr using tools like Opero and Salesforce.

From huddle notes to estate planning summaries, learn how to scale deliverables across your book without reinventing the wheel. See how one advisor transformed manual work into automated workflows — including PDFs, PowerPoints, and Excel docs — all stylized and sent at the right time.

We also cover:

- Why Quivr chose to integrate with Opero

- Real-world use cases like trade confirms, ACH notices, and meeting summaries

- How to use Salesforce flows to trigger and send documents automatically

If you're a Quivr user, join us for Office Hours every Wednesday. Not using Quivr yet? Schedule a demo to see the platform in action: https://calendly.com/d/cmqh-zrf-ytg