Business & Operations Codex plugins

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…- Look up contacts and organizations synced from your practice management system Abacor records and summarizes your meetings, extracts action items, and ties every conversation back to the right contact and organization. All data stays scoped to your Abacor workspace.

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Search, summarize, create, and update projects, tasks, workspaces, planning records and approvals. Make Adobe Workfront a native part of your AI workflow — an AI-powered work management agent that helps you s…

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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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…d outbound execution. Search and qualify accounts and contacts using Apollo’s data, enrich records, summarize key context, and take action (e.g., create lists, log notes, generate tasks, and draft or assemble outbound using sequences) using your team’s rules and permissions. Designed for speed and c…

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…lps users inspect the apps tracked in their Appbot account, retrieve filtered app review pages, and summarize review counts, ratings, versions, and sentiment through ChatGPT.

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…d action respects your existing permissions and your data stays protected. Try prompts like these: “Summarize our current engineering pipeline, highlight bottlenecks, and identify at-risk candidates.” "Consider [Candidate Name] for our open Staff Engineer role and move them to the recruiter screen s…

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…w people feel about your brand and identify the topics driving positive or negative conversations. "Summarize my project from the last 30 days." - Get a concise overview of key trends, spikes in mentions, sentiment changes, and the most important discussions. "Compare my brand with competitors." - A…

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…tegory Listing Reports from ChatGPT. Users can list available catalogs, run catalog quality audits, summarize priority issues, drill into specific checks such as missing attributes or intent-based bullet coverage, and understand duplicate-row filtering in scan results.

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…sation history becomes something you can actually work from. Ask ChatGPT to catch you up on a deal, summarize recent calls, draft follow-ups, update records, or build outreach workflows without bouncing between tools. Close is built around communication. Calls, emails, SMS, and meetings are all logg…

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…catalysts, inspect their workspace monitors, and retrieve findings and run history. Findings can be summarized with an LLM or exported to a private download.

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…eets, no manual reporting. Use it to check 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 Ins…

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…ng documents with Bates numbers, metadata, review links, document-text links, and extracted values. Summarize and analyze retrieved documents or result sets in natural language.

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Connect Fielmo to view and summarize customers, jobs, routes, visit notes, and weekly revenue for your small service business. All actions are read-only — the AI cannot create, modify, or delete any data in your Fielmo account.

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…d from Open to Closed with Issues still Open at period end, group both populations by creation age, summarize labels, and check whether closed Issues are linked to commits or pull/merge requests. Delivery evidence remains distinct from manual closure, and all access is strictly read-only.

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…Use it to: - Look up donations, transactions, and payout activity across your campaigns - Find and summarize donor and contact records, giving history, and engagement - Check how a campaign, event, or fundraising page is performing - Pull the numbers you need for board updates, grant reports, and e…

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…ntacts, leads, tasks, media, analytics, and seller reports. ChatGPT can find relevant HAVN records, summarize activity, prepare seller updates, surface property photos and files, and help create or update supported records when you explicitly ask. Access follows your HAVN role and agency permissions…

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HelpYouSponsor lets authenticated HYS admins search and summarize records from their HYS workspace in ChatGPT. The app helps review donors, gifts, sponsorships, recipients, dashboard snapshots, notes and activity logs, saved filters, and saved reports whil…

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Highspot helps users find and summarize sales content, answer CRM deal and go-to-market questions, get recommendations, and create or update pitches, Digital Rooms, and roleplay scenarios from ChatGPT.

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…, lead and customer journeys, revenue and LTV breakdowns, and call and booking data, then chart it, summarize it or drop it into the doc you're already writing. Built for media buyers, agencies, and growth teams who spend their days reconciling ad platform numbers against what actually hit the bank…

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…ocument search & summaries: "Find all documents mentioning 'indemnification' across the project and summarize the key points from each" User & group management: "Invite jane.doe@idealsvdr.com as a viewer, add her to the Acme Due Diligence group, and remove access for the previous advisor" Activity &…

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…s and operational status, pull contact details with email deliverability and phone validity scores, summarize multi-source research reports with verdicts and evidence links, explore business relationships in the knowledge graph (competitors, partners, subsidiaries, key people), compare companies sid…

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…ckground checks, credit checks, and adverse-media and social-media screening into the conversation. Summarize a subject's findings and risk flags, compare reports to see what changed, search across your profiles for a name or keyword, and prepare due-diligence write-ups — grounded in your own Intell…

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…e time entries and activities Laurel captured throughout the day, and see where billable time went. Summarize work by client, matter, or application, and spot the gaps between what got done and what's been recorded. Turn that activity into billing narratives, ready for an end-of-day or weekly review…

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…manage it directly in ChatGPT. Ask about new or unread mail, search for specific items, and read or summarize scanned documents. You can also organize mail with folders and tags, review mailbox status and alerts, and check the progress of mail-handling requests. What you can do: • Find mail by sende…

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…trends, regression-based attribution, and budget optimization recommendations. The app helps users summarize marketing performance, compare periods and channels, inspect ROI and ROAS, reason about trends, and explain the latest optimization proposal without leaving ChatGPT. Access is scoped to the…

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Turn ChatGPT into your CRM assistant. It can summarize 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…

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…ity, deals, inventory, schedules, tasks, goals, performance, and League Play standings, so they can summarize work and plan follow-up.

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…eck your queue: "What Pylon issues are assigned to me that need a response?" • Research customers: "Summarize recent issues from Acme Corp and flag any escalations." • Update issues: "Mark the billing issue from Sarah as resolved and add a note that we issued a refund."

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…in what customers are saying and where opportunities may be lost. ChatGPT can search, analyze, and summarize conversations to surface insights like Why are we losing deals? What do customers love about our service? What complaints show up most often?

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…of switching tabs. Ask for a company and get 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…

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Review overdue receivables, summarize balances, propose self-serve, outsourced, or hold routes, and preview first-party B2B follow-ups for human review. The plugin never saves or sends outreach, applies routing, assigns collecto…

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…pendent verification layer for documents, decks, or other content that has been drafted, edited, or summarized by AI — financial reports, scientific writing, technical documentation, and any other content where factual precision matters. Rosey checks Accuracy: every claim, number, and citation in a…

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…briefs, review pipeline and forecast risk, run provider-native SOQL requests, manage account plans, summarize call transcripts, assign leads to Agentforce Lead Nurturing, read records, and perform explicit record creates or updates through the third-party MCP app.

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…your Spiffy app through plain-language requests. Ask for specific records, explore available data, summarize results, and extract the information you need in a format that you can use.

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…ny runs EOS, ChatGPT can use that data to generate powerful insights and reports. You can ask it to summarize execution across teams, highlight risks, spot patterns in Issues, or generate a planning brief. The only limit is what you choose to ask. It is your data, your operating system, simply made…

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…g between tools. Teams can quickly access feedback items, review screenshots and technical details, summarize reports, and decide what needs attention next. With ChatGPT connected to Userback, product, engineering, and support teams can triage incoming feedback faster, identify patterns in customer…