Ensombl Advice Australia AdviceTech Podcast #147 - Atom Automation
Sep 11, 2025
Joel McWilliam, Co-Founder at Atom Automation, shares insights on the integration of AI and automation in financial advisory practices. He discusses how technology enhances workflows without disrupting existing processes, emphasizing the shift towards custom solutions. Joel highlights the importance of tailoring automation for specific practices and the complexities of managing data collection. He also explores how AI improves client relations and the significance of tech stack compatibility for seamless integration. Get ready to unlock new efficiencies!
AI Snips
Chapters
Transcript
Episode notes
Use AI To Concise Long Messages
- Use AI to draft and then refine long emails or messages to be concise and friendly.
- Feed initial drafts into an LLM to cut verbosity before sending or posting.
Origin Story Of Atom Automation
- Joel started building automations after discovering ChatGPT while working part-time at a financial planning practice and studying business.
- He combined no-code tools with a developer partner to scale beyond simple automations into practice-wide workflows.
No-Code Plus Custom Code
- No-code tools connect apps while custom code handles complex, practice-specific logic.
- Combining both lets firms automate common flows without rebuilding everything from scratch.