Update intelliflo office client records from any page
Use PixieBrix to customize and automate any tool you already use, right in your browser.
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"PixieBrix has solved one of our hardest operational problems - streamlining communication & product updates across support teams. Tracking and keeping everyone in the loop has yielded better agent performance, customer satisfaction & taken a huge burden off management."

Thatcher Foster

VP, Client Solutions

Top reasons to automate intelliflo office in the browser
Log client interactions and update intelliflo records from any web page without switching tools
Pre-fill intelliflo client notes with data extracted from research or email pages in one click
Build one-click compliance and record-keeping workflows that integrate with intelliflo
Unlike Zapier, PixieBrix works in real time in the browser. Record updates happen from the current page, no background syncs.
Connect intelliflo to 3000+ financial and productivity tools via browser-based automation
AI Copilot can draft adviser notes and client action summaries from page context
Integrate intelliflo office with 3000+ apps
intelliflo office frustrations that cost your team hours every week
  • Manually copying client data from emails, research portals, or documents into intelliflo
  • Context switching between financial research tools and intelliflo during client reviews
  • No quick way to log a client interaction or update a record from the page you're on
  • Repetitive data entry when updating intelliflo client portfolios from external data sources
  • Pre-filling intelliflo client notes or actions from external documents requires too many steps

Chat with AI to create your first custom workflow

Extract the meeting notes from this page and create an intelliflo client activity record
Identify any changed client details on this page and format an intelliflo record update
Write an adviser recommendation note based on the client situation shown on this page
Summarize the client interaction on this page into a compliance note for intelliflo
Based on the client review on this page, create an action plan for intelliflo
Draft a client risk assessment note from the financial profile information on this page

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Frequently Asked Questions

PixieBrix is designed for teams that want to move faster without heavy engineering effort. It is commonly used by support teams, operations teams, product teams, and technical teams who need to connect tools, reduce manual work, and ensure the right information reaches the right people at the right time.

PixieBrix is a browser-based automation platform that lets you customize how the tools you already use work together. It allows teams to add context, automate workflows, and create guided experiences across apps like support tools, internal dashboards, and SaaS products without building or maintaining custom integrations.

PixieBrix works by layering automation directly into the browser. It can read data from the page you are viewing, connect to APIs, and trigger actions like sending messages, filling forms, or enriching data in real time. This lets teams automate workflows exactly where work is already happening.

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