Business & Operations Codex plugins

Publisher subtitle

View meeting notes & context

Publisher description

…g deals, companies, and relationships in one place. Track opportunities through each stage, capture meeting notes and key takeaways alongside the right deal or contact, and quickly find past context when you need it.

Publisher description

…le, industry tag, or location; see who holds the strongest relationship at a firm and when the next meeting with them is; read interaction and note history for a contact, company, or deal; and record what happened by adding notes or updating a record after a call. Results for searches and record lookups render as interactive Carta CRM tables and profile cards. The app reaches Carta CRM data only — it does not cover cap t…

Publisher description

Bring your Affinity data into ChatGPT to search contacts, companies, and deals; prep for meetings using your actual notes and interaction history; and update records as deals progress. Every email captured, every meeting logged, every relationship scored by your firm is now available directly in the conversation.

Publisher description

…with flexible queries. Create, update, and organize records without switching between screens. Add notes, manage tasks, and track your sales pipeline—all through simple requests. Key capabilities: - Search records using powerful filters (find companies by size, industry, last contact date) - Create… …d - Track and complete tasks - Navigate lists and organize your data Whether you're preparing for a meeting, updating deal stages, or researching prospects, Attio brings your CRM data into your conversation — no manual data entry required.

Publisher description

…our stops by last visit date, follow-up status, and opportunity size, all built around the existing meetings in your calendar. Automated Follow-Up Emails: No deal goes cold. No follow-up gets missed. Deals die in the silence between meetings. Badger AI reads your meeting notes and automatically drafts and sends personalized follow-up emails to every customer — so the right message goes to the right person at the right time, without you lifting a finger. Automated Sche…

Publisher description

Breakcold helps users find and update CRM records, manage tasks and notes, review inbox conversations and meetings, send messages, and configure authorized workflow integrations through ChatGPT.

Publisher description

LandingRabbit helps founders, coaches, and consultants turn slide decks, meeting notes, and any other sales materials they already have into websites that never go out of date Through the LandingRabbit ChatGPT app, you can, for example: - Plan new, conversion-optimised pages based…

Publisher description

…on clarity and completeness, and search and summarise innovations, patent documents and accessible meeting notes or transcripts. Find public patent publications, import your own portfolio or third-party references, and group saved own patents into families. Review, comment on, and respond to work with your…

Publisher description

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…

Publisher description

…er-user access to 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 OAuth. Requires a Rhythm…