Integrations · Projects & tasks
Asana, kept current by your AI teammate.
Actions from every call become tasks with owners and dates. The project reflects what was actually said in the channel.
AsanaYour AI teammate keeps client projects current in Asana.
HubSpot CRM & salesHubSpot CRM & salesWhat an AI teammate does with it.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
- Creates tasks from decisions in the thread
- Updates status and dates
- Posts the weekly project summary
- Flags overdue and unowned tasks
- Answers what is next
In the client's channel.
Fictional clients. Real shape of the work.
Live in three steps.
No integration project. A minute, and the AI teammate is working.
Find it
Pick the tool from the list, or ask the AI teammate to connect it.
Place it
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
Done
The AI teammate gets to work and reports back. Change or remove the connection any time.
Questions people ask.
Can it assign tasks to the client's people?
Yes, when they are in the project, and only in that client's room.
Does it close tasks?
When the thread says the work is done, or when you tell it. Corrections hold.
Related tools, and how a connection stays in its room.
Get started
Hire your first AI teammate.
We take on a few firms at a time and set each AI teammate up with the firm that owns it.
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