Knap Store

    Simplify your workflows with Knaps, our ready-to-use AI automations

    Included with Knapsack Pro

    Draft Follow-Up Email

    • Financial Advisory
    • Client Relations

    Save drafted follow-up messages that maintain your voice while ensuring every important point is covered.

    Estimated 35 mins Saved
    Runs on Apple Silicon
    123
    12
    Learn More
    Included with Knapsack Pro

    Analyze Potential Investment

    • Financial Advisory
    • Investments
    • Analysis

    Create balanced analysis of investment opportunities based on uploaded documents or shared materials.

    Estimated 35 mins Saved
    Runs on Apple Silicon
    123
    12
    Learn More
    Included with Knapsack Pro

    Track Client Relationships

    • Financial Advisory
    • Client Relations

    Never let important relationships slip through the cracks with automated monitoring of client interactions and world events.

    Estimated 35 mins Saved
    Runs on Apple Silicon
    123
    12
    Learn More
    Included with Knapsack Pro

    Draft Document Request

    • Financial Advisory
    • Planning

    Streamline the document collection process with automated, personalized request drafts.

    Estimated 35 mins Saved
    Runs on Apple Silicon
    123
    12
    Learn More
    Included with Knapsack Pro

    Draft Financial Plan Update

    • Financial Advisory
    • Planning

    Create comprehensive plan update drafts based on market changes, new client information, or regulatory shifts.

    Estimated 35 mins Saved
    Runs on Apple Silicon
    123
    12
    Learn More
    Included with Knapsack Pro

    Draft LinkedIn Post

    • Financial Advisory
    • Marketing
    • Social Media

    Create engaging, compliant social media content drafts that resonate with your audience.

    Estimated 35 mins Saved
    Runs on Apple Silicon
    123
    12
    Learn More
    Included with Knapsack Pro

    Draft Social Media Calendar

    • Financial Advisory
    • Marketing
    • Social Media

    Develop a comprehensive social media content calendar draft that builds your brand and engages your target audience.

    Estimated 35 mins Saved
    Runs on Apple Silicon
    123
    12
    Learn More
    Included with Knapsack Pro

    Draft Newsletter

    • Financial Advisory
    • Marketing

    Transform industry news and practice updates into engaging newsletter drafts that keep your audience informed.

    Estimated 35 mins Saved
    Runs on Apple Silicon
    123
    12
    Learn More
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    Keep your data out of the clouds

    Use pre-built AI automations on your data without uploading your files to a server.