Business & Operations Codex plugins

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…hen work the plan item by item: read the next prioritized task with its full brief, record progress notes, and update item status as work ships. Track AI visibility and GEO. See how ChatGPT, Claude, Gemini, Perplexity, and Google AI Overviews answer the prompts your buyers actually ask about your ca…

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Connect Metaview to ChatGPT to query interview transcripts, summaries, and notes. Quickly find relevant conversations, compare candidate feedback, and generate structured insights across your recruiting workflows.

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…ess totals and approved business location names; they never disclose member names, contact details, notes, attendance records or other member personal information. Eligible members can separately choose whether to share My training and My session health. Each category is off by default, independentl…

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…ads the ones on their own deals. Documents come back as text, never as downloadable files or links. Notes, contacts and tasks stay in the MyOps app. Sign in with MyOps, pick the team you want to connect, and start asking.

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…so construction teams can find projects, review site reports, create drafts, attach photos or voice notes, manage change orders, request subcontractor updates, search help documentation, and check account usage while respecting the user's OBRATEC permissions.

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…Action Stream, do research, create new contacts, schedule follow-ups, rearrange overdue tasks, log notes after calls, update deals, and build simple dashboards. Let AI handle the admin while you build relationships, close deals, and focus on growing your business with OnePageCRM.

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…data directly in chat. Query and update records across modules like contacts and opportunities, log notes and tasks against them, check ticket status and details, and review quotations. Pull conversation summaries and sentiment insights, all grounded in your actual Pepper Cloud data. Learn more: htt…

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…pes, audiences, automations, request templates, cases, appointments, messages, requests, documents, notes, contacts, employment records, and Quilia help content using the same access they have in Quilia.

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Quin is your dream assistant From meeting notes to CRM updates, Quin handles the busywork so you can stay focused on your clients, not your to-do list. Just message Quin, and it takes care of the rest—capturing notes, creating tasks, drafting…

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…ers query and run hiring by chatting: list jobs, view candidate rankings, move pipeline stages, add notes, and schedule interviews — with per-user login (OAuth), strict per-company isolation, and no health data (PHI) exposed. Built for recruiting teams that want to operate their ATS hands-free, righ…

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…you can always check the source. The connector covers companies, people, opportunities, tasks, and notes across 37 tools, including the custom fields your workspace already uses. You sign in with OAuth, and the connection is bound to a single workspace. You can revoke it at any time from Settings,…

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…hm data: strategic and annual plans, quarterly goals and KPIs, meeting agendas, tasks, Week in Sync notes, job scorecards, and dashboards. Ask about goal status, update priorities, prepare for meetings, and capture notes — all governed by your existing Rhythm permissions via OAuth. Requires a Rhythm…

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…nticated users search relationship data, inspect people and companies, manage private lists, create notes and tasks, and update CRM records from ChatGPT using the same tenant permissions as Rings.

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Connect ChatGPT to your Skode CRM to analyze leads, manage notes, create tasks, and get pipeline insights. All personal data is pseudonymized for GDPR compliance. Use natural language to query your CRM data, get aggregated analytics, and take actions — all wi…

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…elps recruiting teams find and manage candidates, companies, jobs, applications, interviews, tasks, notes, outreach, and placements through ChatGPT.

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…om your inbox. Emails are logged automatically, pipelines update as conversations move forward, and notes and tasks stay attached to the work they belong to—without copying data into another tool. Designed for teams and individuals who manage sales, partnerships, or customer relationships primarily…

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…ive hunts, look up candidates and their fit scores, read full LinkedIn message threads, access team notes, and pull pipeline analytics across your workspace. Umamy is a recruitment platform for enterprise hiring teams that helps you source, score, and engage candidates at scale. Use this app to tria…

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…releases across all 50 states. Pull up your organization's tracks, dashboards, positions and review notes, add bills to a track, subscribe to updates, and leave comments for your team. Access is scoped to the states and data your USLege subscription already includes. Requires an active USLege accoun…

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…ies — surface at-risk accounts or open expansion opportunities across your book of business. Manage notes and tasks — read existing notes, create new ones, and update tasks tied to customer records. Who it's for: Customer Success Managers and CS leaders who want a faster way to access and update the…