What if you could see everything your firm needs to do—client work, compliance, business tasks, and recurring processes—on one calendar?

In this episode of What Does This Button Do?, Steve Drost and Will Kaplan dive into one of the most underutilized (and most powerful) features in Quivr: Calendar View for processes and workflows.

This isn’t your Outlook calendar. It’s a complete, visual view of:

🗓️ Recurring firm operations

🤝 Client service workflows

📋 Compliance tasks and documentation

📊 Capacity and workload planning

🧾 Proof that work actually gets done (for audits and regulators)

Steve walks through real-world examples from running his own advisory firm—from drift reporting and data integrity checks to CE tracking and ADV documentation—and shows how calendar-based workflows eliminate missed tasks, reduce mental load, and create built-in accountability.

If you’re:

📄 Tired of spreadsheets, sticky notes, or whiteboards

🔍 Wondering how to stay audit-ready year-round

🔁 Looking for a better way to manage recurring advisor work

🧠 Curious how automation + visibility can free up mental energy

This episode is for you.

👉 Already a Quivr user? Check out the Community masterclasses on processes and calendar view to go from zero to hero.

👉 Not using Quivr yet? Schedule a demo and see how calendar-driven workflows can run your firm for you.

Efficiency isn’t about doing more—it’s about never forgetting what matters.