Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Capture office requests from chat in the task sheet.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
Keep the owner's appointment calendar and daily agenda current.
Your clients can book, move, or cancel through chat, with email confirmations and a fresh daily agenda in your inbox.
Put bounced parent reminders on the staff review list.
Your staff get a clear task when a school fee reminder bounces. They can see the unpaid fee and which contact detail to check next.
Clear work labels from email threads after follow-up tasks finish.
Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.
Archive marked correspondence and send the folder link to its owner.
Your marked client or case emails go into the shared archive beside their attachments, with a folder link for the filing owner.
Turn labeled office emails into shared tasks and clear completed work.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
Keep canceled team meetings visible in the shared calendar.
Your shared calendar shows canceled meetings without losing their links. Your coordinator gets the details by email.
Copy team meeting changes to a shared calendar and flag conflicts.
Your other group sees meeting changes on its shared calendar. The schedule owner gets an email when appointments overlap.
Save files from the office inbox in the chosen archive folder.
Your email attachments land in the archive folder you choose, with their original filenames, ready for your team to find.
Balance appointment requests across eligible staff calendars.
Your prospective clients get a confirmed host and meeting link, while your round-robin rules balance team bookings.
Check the calendar and reply to clients with confirmed appointments.
Your clients get confirmed appointments and meeting links, or available times when their requests conflict with your schedule.
Prepare emailed contact cards as a CSV for coworkers to review.
Get a contact CSV in your chosen review folder when a VCF export arrives by email, plus a reply highlighting missing details.