Your clients email you. You meet them. You log notes in CRM. But it's all in different places.
AdvisorAI is a ChatGPT-style copilot that plugs into Gmail, Google Calendar, and HubSpot so you can ask questions about your clients and automate tasks through one conversation.
Ask anything about your clients
- "Who mentioned their kid plays baseball?"
- "Why did Greg want to sell AAPL stock?"
- "What did Sara email me about last week?"
The agent searches across Gmail, Calendar, and HubSpot and gives you the answer.
Take action through chat
- "Schedule an appointment with Sara Smith" - looks her up, sends availability, adds to calendar
- "Draft a follow-up to John about the 529 plan" - pulls context from past emails
- "When someone emails me that's not in HubSpot, create a contact" - sets up a rule that runs automatically
Ongoing automation
- Set rules like "When I add an event, email the attendees" - agent remembers and acts on them
- Multi-step tasks persist until complete
- Activity feed shows everything the agent has done
- Background sync - pulls emails, calendar events, and HubSpot contacts into the database
- Embeddings - all data gets embedded with pgvector for semantic search
- Chat - you ask questions or give instructions through the chat interface
- Agent - GPT-4 with tool calling handles requests using synced data
- Automation - triggers from email/calendar/CRM events cause the agent to act on your rules
- Tasks - multi-step workflows persist and continue until complete
- Next.js 15 (React 18), TypeScript
- Prisma + PostgreSQL (pgvector for embeddings)
- NextAuth v5 for OAuth
- OpenAI API (GPT-4 + embeddings)
- TailwindCSS
- Node.js 18.18+
- PostgreSQL 14+ with pgvector extension
- Google Cloud OAuth app
- HubSpot developer account
- OpenAI API key
git clone https://github.com/Saumya29/advisor-ai.git
cd advisor-ai
npm install
cp .env.example .env.localFill in your API keys, then:
npm run prisma:generate
npm run prisma:migrate
npm run dev| Variable | Description |
|---|---|
APP_BASE_URL |
Your deployment URL |
DATABASE_URL |
Postgres connection string |
NEXTAUTH_SECRET |
openssl rand -base64 32 |
TOKEN_ENCRYPTION_KEY |
openssl rand -base64 32 |
OPENAI_API_KEY |
OpenAI API key |
GOOGLE_CLIENT_ID / GOOGLE_CLIENT_SECRET |
Google OAuth |
HUBSPOT_CLIENT_ID / HUBSPOT_CLIENT_SECRET |
HubSpot OAuth |
/app- Next.js app router pages and API routes/lib- Core logic (auth, integrations, agent, automation)/components- React UI components/prisma- Database schema and migrations/docs- Architecture and deployment guides
MIT