Slant 101 Tasks

Summary

Automations live in the Platform section and a simple structure: one trigger, then a series of actions. Triggers cover ... Sequences are automated drip campaigns in Document Filler templates are set up by admins in Settings. Upload an editable PDF, choose whether it applies at the individual or ... into any client to open their household page. At the top you'll find their tags, tier, and contact info, plus an AI-written summary ... Data Customizations in Settings is where you standardize how your firm works, either company wide or book by book. Templates ... Reports sit at the bottom of the sidebar and can be built two ways. Describe what you want in plain language and AI generates the ... Once a template is set up, open a household, the three dot menu, and choose Fill PDF. Pick your template, decide whether it ... Prompts are where you shape how AI sounds and what it focuses on inside Prospects sit under Records and behave much the Clients tab. Edit columns, filter by tag or custom field, search, export, and ...