AI Automation
Turn triggers into follow-through. Automate repeatable work with AI like updating records, triggering projects, sending emails, or whatever else your process calls for.
AI automation to do… Well, anything.
AI-driven automation
Workflows aren’t just “if this, then that.” Add AI steps to summarize, draft, research, and decide what happens next—then Slant updates records, triggers projects, and kicks off follow-through.
Magic buttons
Build custom AI-powered workflows to do repeatable tasks directly from the chat. Prompts are fully customizable to your preferences, or download a template from our marketplace.
Workflow marketplace
Don’t know what to build? Download a workflow template from our marketplace and tweak it however you’d like.
Scale personal advice
The CRM, upgraded
Do everything a CRM should, and more. Manage contacts, households, tasks, emails, and files—then let Slant’s AI power answers, memory, and automation so you can focus on what matters.
Chat that gets things done.
Talk to Slant like you would your assistant. Ask questions, recall client details, draft emails, run AI agents, and prep for meetings—without breaking your flow.
Every client process, on track
Keep work moving. Projects bring structure with templates, assignments, reminders, and real-time visibility—so nothing slips through the cracks.
Meeting notes without the note-taking
Stay fully engaged while Slant captures every detail. The Notetaker records, organizes, and summarizes meetings into clear recaps and actionable tasks.
Prospecting that feels personal
Slant helps you discover best-fit prospects, enrich them, and run consistent outreach with pre-approved sequences. Better timing, higher-quality conversations.
Annual reviews, fully tracked and always on schedule.
See who’s due, overdue, or already scheduled for reviews and touchpoints. Keep every client on schedule without spreadsheets or guesswork.
FAQs
Be the reason behind the retirement party, the second home, the peace of mind.