ClaudeDropbox
DropBox
Financial Assessment Questionnaire
GdriveOrg
ios reminder
n8n client mtg portal
n8n uploader with repository
QuickReminder
VPS Dashboard
n8n client mtg portal
Client Meeting Portal – Pre & Post
Client Meeting Portal
Pre & Post
Pre-Meeting
Post-Meeting
Sends to n8n via Webhook
Client Name(s)
Primary Email(s)
Redtail Contact IDs (comma-separated)
Meeting Type
Quarterly Review
Semiannual Review
Annual Review
Intro / Prospect
Planning Session
Other
Meeting Date/Time (local)
Accounts held with us (list)
External accounts to discuss
Cash levels in accounts (notes)
Withdrawals / Income taken (amt & freq)
RMD status
Performance to review (periods/benchmarks)
Agenda / Questions
Upload supporting files (statements, docs)
Internal notes (private)
Send calendar invite?
Yes
No
Save Draft (local)
Submit Pre-Meeting
Client Name(s)
Redtail Contact IDs (comma-separated)
Meeting Date/Time (local)
Attendees
Meeting Notes (freeform)
Action Items (one per line)
Paperwork / Forms Needed
Next Review Target (date or month)
Files to attach to Redtail
Email summary to client?
Yes
No
Save Draft (local)
Submit Post-Meeting