Business & Operations Codex plugins

Publisher description

Search a brand name against UK and US trademark records, with both registers checked by default. Add optional spelling or name variants, refine by status and Nice class, and inspect listed owners and goods and services. Expand the same free researc…

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…m the Operations suite: pull goals and progress against them, scorecard metrics and trends, meeting records and action items, and recurring team updates. Together that means you can ask how something is supposed to work and how it is actually going in the same conversation — the connection Trainual…

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…an account. Connect a TrustMRR account to filter the startup database and retrieve detailed startup records. Some cards may display an informational FOR SALE badge. This read-only plugin does not support purchases, offers, transactions, edits, or messaging.

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…kspace skills, and executing permitted CRM actions such as finding, creating, updating, or deleting records and drafting or sending email when the user's role allows it.

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…and what to do next. Connect your data to track clients, services, billing, payments, and financial records in one place, then ask questions in plain English to check status, spot issues, and keep everything aligned. Built for service businesses, Underboss reduces admin work while keeping operations…

Publisher description

…The public-help connection does not access private production, payroll, banking, tax, or employment records. Help searches and generated answers record limited analytics to improve documentation. Support tickets send the contact details and message you provide to UPP Support. Do not include sensitiv…

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…ntrols, uploading and evaluating evidence, creating and deleting policies, updating risk and vendor records, configuring SLAs, and managing AI governance records, questionnaires, and knowledge base resources. Users can also create tickets in connected services and manage privacy requests. Policy app…

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…s. 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 data without leaving their workflow. Requires a Velaris account. Read and write…

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Ventor connects ChatGPT to a private Ventor workspace to review customer conversations, CRM records, products, tables, assistants, automations, and metrics. Users can safely inspect and import spreadsheets into any supported table, query or analyze stored data, and export bounded results. Ir…

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…mpleted project CSVs from ChatGPT. Access is enforced through Vettara OAuth and each user only sees records available to their Vettara workspace permissions. Vettara supports sourcing and research workflows only and does not make hiring decisions.

Publisher description

…le, or YouTube Analytics data straight into the conversation - Sync HubSpot, Salesforce, or Shopify records - Update a Klaviyo flow or an Amazon Seller Central listing Connects to 350+ sources across advertising, analytics, organic social, CRM, e-commerce, email, and payments, including Google Ads,…

Publisher description

Connect ChatGPT to your xMatix organization to find business records, analyze data, run saved reports and dashboards, and search platform knowledge. With organization approval and the required user permissions, create or update records and manage metadata, layo…

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…ete inventory items, categories, business partners, inventory sets, variants, attachments, purchase records, and delivery records from ChatGPT.

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…, accounting, tax, banking, and financial reports, and create or update supported private workspace records through ChatGPT.

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…ring research, investment analysis, and risk and compliance monitoring. Grounded in Companies House records and enriched with news, annual accounts and website signals, the app resolves free-text company names or domains to authoritative UK identifiers, searches the UK company database with structur…

Publisher description

…anguage questions about customer meetings and pipeline activity, then get grounded answers from the records you already have access to.