# AI Automation for NaviPlan

> 1 workflow automations purpose-built on top of NaviPlan — no data leaves your system, no parallel tool for your team to learn.

- **Canonical URL:** https://calish.com/workflows/tool/naviplan/
- **Automation count:** 1
- **Roles:** Estate Planner

## Automations

- [Client Meeting Prep Pack for Estate Planners](https://calish.com/workflows/with/client-meeting-prep-pack-for-estate-planner-with-naviplan/) — AI assembles the review pack from WealthCounsel, Interactive Legal, and the CRM — including recent life events from emails — and drafts talk

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