Business & Operations Codex plugins

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Connect your LevelUp account to manage your real estate CRM, follow-up tasks, pipeline deals, open houses, brand assets, training, and authorized Listing Exchange content from ChatGPT.

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…r 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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…ect CRM records, research evidence-backed company prospects, manage contacts, companies, deals, and tasks, prepare reviewable automations, and build governed Meta campaign drafts from their permitted workspace and brand data.

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…marize your 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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…ams research authorized CRM data, including contacts, forms, activity, deals, inventory, schedules, tasks, goals, performance, and League Play standings, so they can summarize work and plan follow-up.

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…atGPT so your teams can move faster, combine insights across systems, and complete advanced revenue tasks without switching tools. Outreach is an end-to-end AI Revenue Platform for all go-to-market teams. By embedding agentic AI across every revenue workflow, Outreach increases sales productivity, b…

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…tly 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: https://blog.…

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…prices, stored Booking.com market availability and Airbnb competitors, expenses, utility payments, tasks, cleanings, and statistics; it provides occupancy and pricing recommendations and makes only bounded operational and financial changes with explicit confirmation.

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…oject records, retrieve project information, monitor financials, and perform day-to-day operational tasks—all from a conversational interface. New capabilities will continue to be added as the assistant evolves.

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…nagement workspace from ChatGPT. Find and analyze documents, nonconformities, risks, opportunities, tasks, and dashboards, and complete supported nonconformity workflow actions using your existing permissions.

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…ts, not your to-do list. Just message Quin, and it takes care of the rest—capturing notes, creating tasks, drafting follow-up emails, and even prepping you for your next meeting. Use Quin in ChatGPT to: • Capture notes on the go—just send a quick message • Prep for upcoming meetings • Draft follow-u…

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…your marketing around a central goal, like a feature launch or event. Each is a coordinated set of tasks and deliverables moving through a clear workflow. Deliverables are the real assets Quotient creates and ships: blog posts, email broadcasts, marketing events, automated flows, and social posts f…

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…t its contacts, open opportunities, and recent activity. Summarize your pipeline by stage. Find the tasks that are overdue. Create a note and link it to the right records. Update a deal's stage or amount. Search results come back with links to the record in Relaticle, so you can always check the sou…

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…nd manage ecommerce projects, sites, products, assets, orders, analytics, custom domains, scheduled tasks, and agent-led site work through ChatGPT.

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…your company's Rhythm 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 OAut…

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…sers 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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Rinkta connects your professional services workspace to ChatGPT. Search across tasks, clients, projects, and billable entries; read workspace, member, task, project, client, and entry details; and create new tasks and clients without leaving the conversation. Financial data (cli…

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…ge as a sales person or account director, keeping you focused on what's important and taking simple tasks off your plate. You'll find skills to help with meeting preparation and follow-up, forecasting and account preparation, and more. To get the most from this plugin, you should have CRM access ena…

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Salesflare helps users find and manage CRM accounts, contacts, opportunities, pipelines, tags, tasks, and users from ChatGPT. The app can list CRM records, inspect an account feed, create new accounts, contacts, opportunities, and tasks, and update existing CRM records in the user's Salesflare…

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…ur site with advanced filters. Then act on insights without leaving the chat: create and update SEO tasks, add comments, manage tags and tag rules, save Smart Views and log annotations. 43 tools on a hosted, secure OAuth connector — part of the SEOcrawl SEO + GEO platform (https://seocrawl.ai/mcp).

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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 without leaving…

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

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…nce, answer security questionnaires, and manage audits, controls, risks, vendors, people, policies, tasks, and evidence from ChatGPT.

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…box. 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 over email…

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…tors can get guidance on employee lifecycle workflows, role-based permissions, and everyday support tasks. Functional consultants can explore configuration steps, business rules, custom MDF objects, and module-specific requirements. Technical architects and developers can design integration flows, p…

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Connect Taskara to ChatGPT to review your organizations, customers, objects, employees, articles, tasks and schedules. Create tasks and prepare unpublished schedule drafts at your request. Review and publish schedule drafts in Taskara before employees can see them. Access follows your Taskara role…

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…, get their verified emails and mobile numbers, and draft a sequence," or "Show me the breakdown of tasks completed by reps over the last 30 days." Unify searches 1.1B+ people and 65M+ companies across 40+ data providers. Find, enrich, and sequence prospects in one chat.

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…ace 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 their Velaris…

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…ion – Manage data, run workflows, and troubleshoot issues to reduce manual effort on routine system tasks. IT and development – Accelerate integration work by generating code, exploring APIs, and getting best-practice guidance directly in your development environment.