Business & Operations Codex plugins

Publisher subtitle

Manage clients and projects

Publisher subtitle

Book clients, get paid

Publisher keywords · listing

legal law firm case management matters clients tasks

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…ore a call, pull a cross-channel summary to spot what's working, or compare results across multiple clients in a single prompt. No login, no export, no digging through dashboards. Data comes straight from your connected integrations, so it's always accurate and up to date. Your existing AgencyAnalyt…

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Agenda+ Business lets salon and clinic owners check today's appointments, search clients, and summarize the day from ChatGPT. Read-only access to the connected Agenda+ business.

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Communicate with clients, schedule appointments, and stay on top of your calendar, all by chatting with your AI assistant. Catch up on text, email, and voice conversations, see who’s waiting on a reply, and send respo…

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Assembly helps users work with clients from ChatGPT. Users can find clients and companies, manage tasks, notes, files, messages, forms, contracts, invoices, subscriptions, products, prices, app connections, notifications, and relat…

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…anagement account to securely access the business information you are authorized to view, including clients, engagements, time, billing, invoices, payments, expenses, and practice reporting. Access is controlled by your AuntBird account, firm, role, and permissions.

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…3D, dimensional-drawing, pinch-diagram, and capacity-map artifacts in SI units. Compatible ChatGPT clients receive one inline multilingual result gallery with calculation inputs and outputs, PNG previews, an interactive 3D model, warnings, the mandatory tentative-data notice, expiry status, and sec…

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…nd priorities. At the end, you can export a PPTX presentation to share with co-founders, teammates, clients, or stakeholders. Use the PPTX to pitch, get buy-in, or kick off a strategy session with everyone on the same page. If your thinking feels scattered, this turns it into something you can commu…

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…ent, design, IT services, and more—each backed by in-depth profiles and detailed feedback from real clients. Ask questions like “Which digital marketing agencies have the best reviews for SaaS companies?” or “Compare top web development firms based on client satisfaction,” and Clutch highlights revi…

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…k campaign performance, compare channels, spot trends, and summarize key takeaways for your team or clients. Data Bloo works with sources including Facebook Ads, LinkedIn Ads, TikTok Ads, Bing Ads, Google Search Console, Google Business Profile, Instagram Insights, Facebook Insights, WooCommerce, an…

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…assignments and team members, and send messages — all without leaving the chat. Built for DobbyAds clients and agency teams who want to interact with their workspace in plain language instead of navigating the platform manually.

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…d drone operations data, including projects, jobs, flights, pilots, equipment, maintenance, safety, clients, invoices, documents, discussions, and job-site weather. It provides read-only access and cannot create, update, or delete workspace records.

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…connects ChatGPT to a photographer or videographer's studio workspace so users can review projects, clients, galleries, videos, contracts, proposals, and notifications; update workspace records; prepare unsent document drafts; manage review feedback; and update selected public-facing gallery metadat…

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…pp works against the Extole account you authorize at sign-in, and you can switch between the Extole clients your user has access to.

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FieldCamp connects ChatGPT to your field service business. Look up clients and job history, check schedules and technician availability, create and update jobs, build estimates and invoices, record payments, and track inventory — all from a conversation. Ask things l…

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A time tracking tool for teams. Log daily work hours against projects and clients, submit timesheets for approval and generate reports. Managers can review, approve or reject entries and lock past periods. Supports multi-tenant setups for agencies and companies with multipl…

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Gastrosync helps catering and hospitality teams turn inquiries into events, manage clients, products, packing lists, operational details, offers, agreements, invoices, and reporting, and safely maintain approved product-library data.

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…app also allows professionals to showcase their work and make themselves discoverable to potential clients and employers. By bringing talent and opportunities together in one place, the app makes it easier to find, evaluate, and connect with the right people.

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…knockout searches for a proposed name, run register research queries, and see their own portfolios, clients, deadlines and saved analyses. A few analyses run in the background, are saved to the user's GleanMark account, and return a status before results are ready. Results are not legal advice and d…

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Icelook connects clients with independent beauty specialists — nail techs, lash and brow artists, hairdressers, and makeup artists. Book the specialist, not the salon. Clients can check a specialist's real availabilit…

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Ignition helps users find and manage practice clients, proposals, forms, invoices, payments, services, templates, and related workflow records through ChatGPT. The app supports read workflows, draft creation, private workspace updates, and explic…

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Use your connected InvoiceSonic account to find existing clients, read business defaults, preview invoice totals, save draft invoices, and open PDF download links. Your normal InvoiceSonic plan limits apply. Review draft details before saving. Download link…

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Bring your Jobber business context into ChatGPT. Get answers and take action across your clients, quotes, jobs, invoices, and schedule. Use it to see what needs your attention, check who owes you money, plan upcoming work, or turn a customer email into a ready-to-review quote. Review and…

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Connect Kiliba ecommerce marketing data and authorized actions to ChatGPT, Codex, and compatible AI clients.

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…ng every call. Connect your Lexidesk account to ChatGPT and ask questions about your conversations, clients, and results. - Understand why leads hesitate. Find recurring objections, unanswered questions, and moments where conversations stall. - Improve your intake script. Ask for specific changes to…

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…ving the conversation. - Natural language search: ask questions like "Show me M&A deals for banking clients in Japan" and get results with entity links across matters, clients, people and experience records. - Tabular results: view paged, sortable tables from any search to quickly scan and compare r…

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MopMob helps residential clients, short-let hosts, and property managers create properties, connect iCal calendars, book premium managed cleans, check live job status, review clean reports, view invoices and receipts, and esc…

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…assistant only sees what that user sees inside Orkasa: if they cannot see the rest of the office's clients in the app, they cannot see them here either. Requires an Orkasa account attached to an agency.

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…ble workspaces to draft posts directly into client accounts, pull pending approvals across all your clients at once, audit what's scheduled for the week, and generate client-ready performance reports from live analytics data. Everything stays in Planable — your drafts, your approvals, your content c…

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…one place. ChatGPT can list every account you can access, so agencies and teams can switch between clients or teammates and keep each person's drafts, approvals, and analytics cleanly separated.

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…istant 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 follow-up emails, and even prepping you for your next meeting. Use Quin in Chat…

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…safari operators and travel teams manage proposal workflows in ChatGPT. The app can find and create clients, search accommodations and destination imagery, create and update itinerary proposals, inspect proposal details and pricing, and translate proposal content for client delivery.

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…you can work with your business data in plain language instead of navigating screens. Ask who your clients are and what they owe, check a product's price and stock per warehouse, review quotations, sales orders, delivery notes, invoices, credit notes and return notes, follow client payments and acc…

Publisher description

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 (clients, p…