cover client onboarding, meeting preparation and follow-up, data entry, and compliance-related workflows. Sphynx Automation also offers one-on-one coaching to help clients troubleshoot integrations and learn platforms like Zapier, Calendly, Jotform, and Wealthbox. For do-it-yourself users, it provides online courses, templates, and the Automation Academy to guide advisors in building their own automations. The firm additionally supplies ongoing maintenance plans and proprietary Wealthbox–Zapier integrations to keep systems updated as tools and processes evolve.