Surface Satuit CRM data in any advisory tool you use
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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 Satuit in the browser
Surface Satuit client relationship data in a sidebar alongside research and news tools
One-click to log meeting notes and activities from any page back to Satuit
Pull Satuit account context into client communication drafts without copy-pasting
AI sidebar drafts client updates and briefings using Satuit data as context
Works as a browser extension connecting Satuit to your full advisory workflow
Unlike switching to Satuit, PixieBrix surfaces client data in context during active work
Integrate Satuit with 3000+ apps
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Don’t see the integration you’re looking for? Check out our popular integrations.

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Satuit frustrations that cost your team hours every week
  • Wealth management advisors switch between Satuit and external research or news tools
  • Manually copying client relationship data from Satuit into client communications
  • No quick way to surface Satuit account data during client interactions in other tools
  • Copy-pasting meeting notes and activity data between Satuit and communication platforms
  • Repetitive manual data entry for client research that should be automated
  • New advisors struggle to access relevant Satuit context quickly during client calls

Chat with AI to create your first custom workflow

Pull the Satuit record for this client and create a brief meeting prep summary with recent activity and holdings
Client Brief
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Summarize the discussion from this meeting page and log it as an activity in Satuit against the relevant client
Log Meeting
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Based on the Satuit data for this client, draft a quarterly portfolio update email
Draft Update
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Summarize the market research on this page and add it as a Satuit note for relevant clients in this sector
Research Note
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Review the Satuit relationship data for this client and identify any engagement gaps or upcoming milestones
Relationship Review
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Extract the company and contact details from this page and update the matching Satuit record
CRM Enrichment
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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.

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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.

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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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