Plugins
Business workflows connected to your customers, approvals, and systems.
Fictional workspace · Approvals, invoice sends, AI designs, and saved changes are simulated in this browser session. Reset the demo to restore the sample business.
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 workflow
DisabledClient onboarding
Turn a won deal into an assigned, dated delivery checklist with durable task receipts.
Business workspace
DisabledCollections Action Desk
Track verified overdue invoices, disputes, payment promises and collection follow-up for CRM billing contacts.
Business workspace
DisabledInventory (example)
A 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.
Business workflow
DisabledMeeting commitments
Turn reviewed meeting commitments into assigned follow-ups linked to the meeting.
Business workspace
DisabledOpportunity Radar
Review sources, opportunities, relationships and drafts, then send configured outreach after exact human approval. Discovery and publication remain unfinished. Sending and model spending start off.
Business workflow
DisabledStripe invoicing
Create reviewed invoices for CRM customers, approve sending, and track Stripe payment status.
Read-only runtime example
DisabledBusiness pulse
Bring pipeline risks, overdue commitments and upcoming meetings into one factual briefing.
Read-only runtime example
DisabledMeeting preparation
Prepare a factual agenda of stored meetings in the next 48 hours.
Read-only runtime example
DisabledOverdue commitments
Find unfinished tasks whose due date has passed.
Read-only runtime example
DisabledPipeline follow-up
Find open opportunities with an overdue next action or no update in seven days.