Hold possible duplicate invoices, link repeat quotes, check purchase forms. Every one is ready to run, and you can adjust it in plain language.
Flag client support requests and overdue follow-ups from chat.
Start your workday with a direct message that puts urgent replies and follow-ups first, with links to the work.
Create missing client project folders and flag unclear owners.
Your team gets new project folders and required sections, plus a chat update on names or owners that need a decision.