# Client Meeting Prep Pack for Retirement Plan Administrators with DATAIR

> AI assembles the review pack from Relius, FT William, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running DATAIR — uses the native API or agent integration so nothing leaves the system of record.

- **Tool:** [DATAIR](https://calish.com/workflows/tool/datair/)
- **Role:** [Retirement Plan Administrator](https://calish.com/workflows/for/retirement-plan-administrator/)
- **Specialty:** 401(k) TPA
- **Category:** Operations & Workflow
- **Canonical URL:** https://calish.com/workflows/with/client-meeting-prep-pack-for-retirement-plan-administrator-with-datair/

## The Problem

Prepping for a 401(k) TPA client review means pulling performance, allocations, tax posture, and life updates from 5 systems — and the advisor does it the night before.

## What We Build in DATAIR

AI assembles the review pack from Relius, FT William, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes. Purpose-built for teams running DATAIR — uses the native API or agent integration so nothing leaves the system of record.

## DATAIR Integration Approach

1. **Audit your DATAIR configuration.** We map the specific DATAIR objects, custom fields, and workflows the automation needs to touch for your 401(k) tpa practice.
2. **Build on the DATAIR API or agent.** Integration happens inside DATAIR — no data leaves the system, no parallel tool for your team to learn, no license changes.
3. **Human-in-the-loop handoff.** Every automation routes exceptions back to a human in DATAIR with full context — AI handles the 80%, your team owns the judgment calls.

## About This Workflow

- [Client Meeting Prep Pack for Retirement Plan Administrators](https://calish.com/workflows/client-meeting-prep-pack-for-retirement-plan-administrator/)
- AI assembles the review pack from Relius, FT William, and the CRM — including recent life events from emails — and drafts talking points — advisor shows up prepared in 5 minutes.



---

Book a free 30-minute consultation: https://calish.com/contact