FP Automation
Private
1 member
Free
Are you constantly asking yourself "Why am I doing this" when doing a long, repetitive task? Do you have a lot of apps that aren't being fully used, or don't talk to each other?
In FP Automation, we're building a community where financial planners can share their challenges and find smart, scalable solutions using AI & automation.
Want your marketing CRM (e.g. ClickUp) to integrate with your adviser CRM (e.g. PlannerPal)? Let's build it!
Want an online quiz that helps you book meetings while you sleep? Let's create it here!
Tired of chasing pension providers and want an automation to do it for you? That's a possibility!
The automations are built using n8n are are intentionally "beginner-friendly", so any adviser can simply download a workflow, add it to their own n8n account, and be ready to go in less than 20 minutes - everything neatly running in the background.
This will soon be a paid community, but the first 20 members will be free forever.
Want to be a part of this? Join today!
powered by
skool.com/fp-automation-3508
The new frontier of automation for financial planners. Get workflows tailored to your profession - saving time, scaling effort & delighting clients.