56 matches
Deliver client operations10
Onboard clients, manage requests, keep records current, and coordinate the systems behind the service.
Outlook Inbox Triage
Classifies unread Outlook mail every morning, archives the noise, and emails a digest of what needs a reply.
Outlook to CRM Sync
Extracts the people behind each day's email conversations and upserts them into Attio with a context note.
SharePoint Industry Brief
Writes a weekly industry brief with AI, saves it to the client's SharePoint library, and emails the link from your own mailbox.
Meeting Follow-up Drafts
Reads the day's calendar and writes a follow-up draft for every external meeting. Nothing sends until a human hits send.
Teams Uptime Alerts
Checks every client site each 15 minutes and posts to the client's Teams channel the moment one goes down.
CRM Enrichment
Finds Attio companies missing a description, researches each on the web, and writes the findings back onto the record.
Client Quote Generator
Drafts a quote from your rate card, holds it for human approval, then sends it from your own mailbox and logs it to a stream.
MCP Broker Agent
One chat agent brokering Stripe, Notion, and Linear through remote MCP servers. Hand a client one link instead of three tools.
Service Desk MCP Server
Exposes your service desk agent as an MCP server, so clients file and track requests from inside Claude Desktop.
Client Onboarding Packet
One form creates the OneDrive folder, writes the onboarding packet, upserts the company into Attio, and sends the welcome email.