The AI agent for wealth client associates

Sauna prepares the review-meeting pack, drafts the client follow-ups, keeps the CRM current, and writes the onboarding paperwork so advisors walk into every meeting prepared and nothing falls through after it.

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What it does

What Sauna does for wealth client associates

01
Build the review pack
Sauna pulls the household's holdings and recent activity, drafts the quarterly review summary in Google Docs with performance, allocation, and open items, and flags drift from the target model.
02
Draft client follow-ups
It turns the advisor's meeting notes into the follow-up email and task list, pulling the action items and ready for the advisor to send through Outlook.
03
Keep the CRM current
Sauna logs the meeting, contact changes, and next steps in Salesforce, drafts the service-request updates, and surfaces households overdue for a review.
04
Prepare onboarding paperwork
It assembles the new-account forms and transfer paperwork, pre-fills from the client's known details, and routes them for e-signature through DocuSign after your check.

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In context

Ask in chat. It does the work.

Sauna shows up where you already work — the web app, Slack, email, iMessage, and Superhuman. It reads what it needs, does the task, and comes back with the draft for your approval.

app.sauna.ai/sauna

You

@Sauna Build the review pack for the Okafor household — performance, allocation versus target, and open items — and draft the follow-up email from the advisor's notes for Outlook.

Sauna

Reading Salesforce and Google Docs.

Done — here's the draft and what I found. Approve to send.

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Ask in plain words

The literal prompt for this job. Open it in Sauna and it picks up from there.

“Build the review pack for the Okafor household — performance, allocation versus target, and open items — and draft the follow-up email from the advisor's notes for Outlook.”

Example promptRun in Sauna →

Plugs into the tools you already run — and thousands more, or any MCP server.

Salesforce Google Docs Outlook DocuSign

Good to know

Questions, answered.

Will it give clients investment advice?

No. It prepares materials and follow-ups from the advisor's notes and the household's data. Any recommendation comes from the advisor, and every client message waits for approval.

Can it move money or place trades?

No. It drafts paperwork and routes for signature after your review, but it never initiates a transfer or a trade. Those stay in your custodial and trading systems.