How Steven Turned Financial Workflows Into Easy Automations

Meet Steven Tseng – The Mind Behind Quants Note

With a background in financial engineering and derivatives pricing, Steven Tseng knows the power of precision. But when he built Quants Note, a platform that blends finance, automation and education, managing multiple sites manually became a challenge.

Steven runs three distinct platforms under the Quants Note brand:

• quantsnote.com – content, consulting, and automation tools
  
• academy.quantsnote.com – online learning for financial and tech professionals
  
• ffcollection.art – an online art shop focused on curated collections

“Our mission is to make automation affordable and operable for small teams, reducing manual work while elevating brand professionalism,” Steven explains.

As his ecosystem grew, so did the need for a unified automation solution. That’s when OttoKit stepped in.

Q: What made you choose OttoKit over other platforms?

Steven: Two things made me choose OttoKit, the people and the product direction.

“I trust the OttoKit team. They’re transparent, receptive to feedback and ship fast. The product is intuitive, with a short learning curve, perfect for SMBs that need quick onboarding and low maintenance like mine.”

That mix of innovation and reliability made OttoKit the obvious choice for Quants Note’s multi-site operations.

Q: How has your experience been so far?

Steven: Stable, fast and refreshingly low-maintenance!

“We set up flows that used to seem too complex. Now they run smoothly with little to no supervision.”

Some of the automations now running smoothly include:

• Order created → Automatically send payment instructions (especially useful for Taiwanese merchants without international gateways).
• Payment completed → Auto-sending consulting booking links.
• Form submission or payment → Segmenting users into the right email lists or tags.

“It’s all automated now. No manual sorting, no delays.”

Q: Which features stand out most for your workflows?

Steven: A few make OttoKit indispensable:

• Tight SureForms integration with effortless field mapping.
  
• Pre-built recipes for cloning best practice automations fast.
  
• Email templates that deliver professional emails without using another tool.
  
• Straightforward conditional branches and webhooks that simplify even technical flows.

“It’s like OttoKit was built for real-world marketers, not just developers.”

Q: Have you tried other automation platforms? What makes OttoKit different?

Steven: Yes, quite a few.

“Most were too technical, too heavy on auth, webhooks and complex nodes. OttoKit is closer to day-to-day marketer needs: clearer UI, lighter setup, faster deployment and lower maintenance.”

For small teams, that difference means faster results with less friction.

Q: Can you share a success story where OttoKit made a big impact?

Steven: Definitely.

“We launched the PR Crisis Statement Generator using SureForms and OttoKit.”

The challenge: SMBs often mishandle public crisis communications.

The solution: When a client submits company news, product launches, or announcements through a web form, OttoKit automatically captures those details and uses AI to generate a professionally structured, media-ready press release draft. The entire process happens in seconds, delivering publication-quality content that maintains proper press release formatting, compelling headlines, and appropriate tone customized to the specific information provided.

The impact:

• Steady organic traffic
  
• Stronger brand positioning
  
• More consulting and course leads

Check it out: PR Crisis Statement Generator

“That single project proved how OttoKit can blend automation, brand voice and value in one system.”

Real Wins With OttoKit

• Simplified operations: Three websites, one connected automation backbone.
• Better client experiences: Instant emails and smart segmentation.
• Low-maintenance reliability: Flows that “just work.”
• Smart templates: Pre-built recipes and email tools to reduce setup time.
• Collaborative support: “Fast, competent, and feels like co-creating to get things right.”

Q: What’s next for Quants Note with OttoKit?

Steven: More unification, less complexity.

“We’ll keep using OttoKit to automate tasks across our academy and art shop. Things like Q&A nudges, segmented pushes and personalized onboarding.”

He’s also planning to use Email Templates + Recipes for post-purchase care, remarketing and affiliate management, continuing to simplify operations while scaling brand presence.

Q: Any improvements or features you’d love to see?

Steven: A few ideas for the roadmap:

• More integrations (like TutorLMS and Switchy)
  
• Workflow versioning with change diffs (Think of it like “undo” with a complete history, showing you precisely which triggers, actions, or conditions of a workflow were modified.)
  
• A workflow marketplace for sharing public or private templates

Q: On a scale of 1–10, how likely are you to recommend OttoKit?

Steven: 10/10.

“Quick to adopt, reliable and low-maintenance. Perfect for small teams and site owners who want power without complexity.”

Automate Smarter, Operate Stronger

Steven’s story shows that even multi-site brands with technical complexity can run smoothly with the right automation setup.

With OttoKit, Quants Note unified its operations, eliminated redundant work and launched innovative, high-impact automations. All while keeping things lean and scalable.

Want to simplify your workflows like Steven?

Start automating smarter today with OttoKit.

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