Plugins
Business workflows connected to your customers, approvals, and systems.
Enable what your business needs
Enable a workflow, review its proposed work, then approve the action. Every plugin uses workspace permissions and records its results. Disabling a workflow blocks new execution while preserving history.
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Business pulse
Status unavailableBring pipeline risks, overdue commitments and upcoming meetings into one factual briefing.
- Owner
- Not assigned
- Autonomy
- Read-only
No execution receipt loaded
Client onboarding
Status unavailableTurn a won deal into an assigned, dated delivery checklist with durable task receipts.
- Owner
- Not assigned
- Autonomy
- Approval required
No execution receipt loaded
Collections
Status unavailableTrack verified overdue invoices, disputes, payment promises and collection follow-up for CRM billing contacts.
- Owner
- Not assigned
- Autonomy
- Set per action
No execution receipt loaded
Form builder
Status unavailableBuild shareable lead-capture and client intake forms, review responses, and accept them into the canonical pipeline.
- Owner
- Not assigned
- Autonomy
- Set per action
No execution receipt loaded
Inventory (example)
Status unavailableA complete, minimal example manifest showing every field an extension module can declare. Disabled by default so it never appears in a real workspace unless a self-hoster turns it on.
- Owner
- Not assigned
- Autonomy
- Set per action
No execution receipt loaded
Meeting commitments
Status unavailableTurn reviewed meeting commitments into assigned follow-ups linked to the meeting.
- Owner
- Not assigned
- Autonomy
- Approval required
No execution receipt loaded
Meeting preparation
Status unavailablePrepare a factual agenda of stored meetings in the next 48 hours.
- Owner
- Not assigned
- Autonomy
- Read-only
No execution receipt loaded
Opportunity Radar
Status unavailableReview sources, opportunities, relationships and drafts, then send configured outreach after exact human approval. Discovery and publication remain unfinished. Sending and model spending start off.
- Owner
- Not assigned
- Autonomy
- Set per action
No execution receipt loaded
Overdue commitments
Status unavailableFind unfinished tasks whose due date has passed.
- Owner
- Not assigned
- Autonomy
- Read-only
No execution receipt loaded
Pipeline follow-up
Status unavailableFind open opportunities with an overdue next action or no update in seven days.
- Owner
- Not assigned
- Autonomy
- Read-only
No execution receipt loaded
Site Studio
Status unavailableCreate, clone and edit website pages with AI or manual controls, preview them, and publish versioned revisions with rollback. Arbitrary code is never accepted.
- Owner
- Not assigned
- Autonomy
- Set per action
No execution receipt loaded
Social Marketing
Status unavailablePrepare and approve LinkedIn company-page posts, schedule publication and verify provider receipts.
- Owner
- Not assigned
- Autonomy
- Set per action
No execution receipt loaded
Stripe invoicing
Status unavailableCreate reviewed invoices and recurring plans for customers, approve sending, and track Stripe payment status.
- Owner
- Not assigned
- Autonomy
- Approval required
No execution receipt loaded