# AI Automation for Masttro

> 7 workflow automations purpose-built on top of Masttro — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/masttro/
- **Automation count:** 7
- **Roles:** Multi-Family Office Operations Director

## Automations

- [Consolidated Family Reporting for Multi-Family Office Operations Directors](https://calish.com/workflows/with/consolidated-family-reporting-for-multi-family-office-operations-director-with-masttro/) — AI assembles the consolidated report from Addepar and every connected custodian, drafts narrative commentary per family, and publishes to th
- [Family Bill Pay & Cash Coordination for Multi-Family Office Operations Directors](https://calish.com/workflows/with/family-bill-pay-and-cash-coordination-for-multi-family-office-operations-director-with-masttro/) — AI captures bills from every channel, classifies them per entity in Addepar, schedules payments, and produces a real-time cash dashboard per
- [K-1 Distribution & Partnership Admin for Multi-Family Office Operations Directors](https://calish.com/workflows/with/k-1-distribution-and-partnership-admin-for-multi-family-office-operations-director-with-masttro/) — AI generates K-1s from Addepar partnership data, validates against prior year, distributes to beneficiaries with explanatory notes, and trac
- [Bespoke Itinerary Build for Multi-Family Office Operations Directors](https://calish.com/workflows/with/bespoke-itinerary-build-for-multi-family-office-operations-director-with-masttro/) — AI drafts the itinerary in Addepar from client preferences and supplier availability, sources reservations, and produces the client-facing d
- [Supplier & DMC Coordination for Multi-Family Office Operations Directors](https://calish.com/workflows/with/supplier-and-dmc-coordination-for-multi-family-office-operations-director-with-masttro/) — AI tracks every confirmation in Addepar, chases outstanding ones, surfaces booking conflicts, and notifies the advisor only when human inter
- [Travel Commission Reconciliation for Multi-Family Office Operations Directors](https://calish.com/workflows/with/travel-commission-reconciliation-for-multi-family-office-operations-director-with-masttro/) — AI ingests commission statements from every supplier into Addepar, matches against booked trips, flags missing commissions, and sends collec
- [Trust Administration & Beneficiary Statements for Multi-Family Office Operations Directors](https://calish.com/workflows/with/trust-administration-and-beneficiary-statements-for-multi-family-office-operations-director-with-masttro/) — AI tracks trust corpus, calculates required distributions, produces beneficiary statements from Addepar, and flags trust-term compliance iss

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