Automation overview

Automation in Slant handles repetitive tasks so you can focus on client relationships. From simple task creation to intelligent AI-powered actions, automation adapts to your practice.

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Automation types

Slant offers four automation approaches, each suited to different needs:

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Workflows

Workflows execute actions automatically when events occur in Slant. They follow if-this-then-that logic. Example workflows:

• When a prospect converts to client → Create onboarding tasks
• When a task is overdue by 3 days → Send reminder email
• When client email received → Notify assigned advisor

Workflows are deterministic—the same trigger always produces the same result.

Workflows

Build event-driven automations

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Sequences

Sequences send timed email campaigns to multiple recipients. They’re designed for nurturing prospects and staying in touch with contacts. Example sequences:

• Prospect nurturing (5 emails over 3 weeks)
• Post-meeting follow-up series
• Annual review reminders
• Birthday/anniversary wishes

Sequences pause for replies and respect business hours.

Sequences

Create email campaigns

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Agents

Agents are AI-powered automations that can analyze situations and take appropriate actions. Unlike workflows that follow fixed rules, agents reason about context. Example agents:

• Meeting preparation (research client, prepare agenda)
• Portfolio commentary generation
• Client communication drafting
• Data quality monitoring

Agents combine AI reasoning with access to Slant actions.

Agents

Deploy AI assistants

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Chat

Chat brings AI assistance directly into your workflow. Ask questions, draft communications, or get help with any task. Chat capabilities:

• Answer questions about clients
• Draft emails and documents
• Analyze data and trends
• Suggest next steps

Chat is conversational and on-demand.

Chat

Get AI assistance on demand

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Choosing the right automation

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Use workflows when:

• Actions should happen automatically
• Logic is straightforward (if X then Y)
• Consistency is critical
• No human judgment needed

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Use sequences when:

• Sending planned email series
• Nurturing prospects over time
• Follow-up is time-based
• Content is predetermined

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Use agents when:

• Tasks require reasoning
• Context matters for decisions
• Output needs to be personalized
• Multiple factors must be weighed

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Use chat when:

• You need help right now
• The task is one-off
• You want to guide the process
• Results need your review

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Combining automation types

The most powerful setups combine multiple automation types: Example: Prospect nurturing

1. Workflow triggers when prospect is created
2. Sequence enrolls prospect in nurturing campaign
3. Agent researches prospect background
4. Chat helps prepare for discovery meeting

Example: Annual review process

1. Workflow creates review task 30 days before anniversary
2. Agent prepares review materials
3. Workflow sends reminder if meeting not scheduled
4. Sequence sends post-review follow-up emails

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Getting started

New to automation? Start here:

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Automation limits

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Best practices

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Start simple

Begin with straightforward automations. Add complexity as you learn what works.

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Test thoroughly

Run automations in small tests before applying broadly. Check that triggers fire correctly and actions complete as expected.

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Monitor results

Review automation activity regularly. Look for failures, unexpected results, or opportunities to improve.

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Document your setup

Keep notes on what each automation does and why. This helps when troubleshooting or onboarding team members.

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Next steps