Close signed tasks, open follow-ups, carry revision notes. Every one is ready to run, and you can adjust it in plain language.
Remove work labels from client emails when linked tasks finish.
Keep your shared inbox in step with completed tasks. Finished email conversations lose their work label, and you get a confirmation.
Move labeled client requests into a shared task list without duplicates.
Your marked Gmail conversations become shared Notion tasks, and finished work leaves your labeled inbox.
Flag fee or scope changes between approved deals and revised quotes.
See where a revised quote differs from the deal before your reviewer decides. Find the details on the quote and in team chat.
Flag review cards without due dates for each engagement owner.
Your card owners see the review work missing due dates before the weekly handoff, with links to the cards they need to update.