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Business & Operations Codex plugins

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Business & Operations plugins 29

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LogMeIn ResolveGoTo Technologies USA, LLCSearch and manage devices, alerts, inventory, helpdesk, knowledge base, remote support, and remote execution in LogMeIn Resolve.

Publisher capabilities · listing

Search and filter devices by name, status, platform, OS, health, tenant, and group View detailed device information, including verification, network addresses, and last-seen data Find device groups and see their associated tenants. Sea… …sessions, send invitations, and view session reports Review Remote Execution runs, target devices, task results, and host logs

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Publisher full description

…n bulk - Automate the busywork — run scripts and Remote Execution jobs across the fleet, then check status without opening a separate console - Move tickets forward — read the queue, draft updates, and open tickets with the right service and priority already set - Answer hardware and software invent…

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Business & OperationsVersion 1.0.0
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Queli WorkspaceQueliBring your company brain, CRM and ERP into ChatGPT with Queli Workspace.

Publisher capabilities · listing

Read company records and documents Read permitted finance data Read task status and details Preview task changes Approve task changes inline

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Publisher full description

…ur company brain, CRM and ERP into ChatGPT. Read permitted business records, documents, finance and task data. Review a task change in an inline card and approve it before it is saved. Every person signs in to their own company workspace, the connection renews automatically, and current application…

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Business & OperationsVersion 1.3.0
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Runrun.itRunrun.it

Publisher description

…e to manage work without leaving the conversation. This app lets you quickly create one or multiple tasks and search existing tasks, using your actual Runrun.it data and permissions. It also helps you add the right context by letting you browse boards, stages, task types, projects, and tags before c… …e is already organized the way your team works. Great for turning ideas into tasks, and finding the status of work fast.

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Publisher subtitle

Find and create tasks

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Business & OperationsVersion 1.0.0
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AgiledZTABS

Publisher full description

…sses. Connect your Agiled account to manage client relationships, sales pipelines, client projects, tasks, time tracking and invoicing from your conversation. Coaches, photographers and virtual assistants can use the same client and project workflows to organize their service business. SALES AND CLI… …lients and existing client relationships organized. PROJECTS AND TASKS Review client projects, task statuses, priorities and due dates. Find overdue work, see upcoming deadlines and summarize delivery across projects. Create a project or task, update task details and keep project records current. Ma…

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Publisher capabilities · listing

…t management Sales pipeline and deal summaries Account and contact search Client project management Task creation and updates Project deadlines and overdue tasks Time tracking and timers Billable time summaries Invoice and estimate tracking Recording received invoice payments Expense record manageme…

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Publisher keywords · listing

…gencies design studios consultants freelancers service businesses sales pipeline project management task management time tracking invoicing estimates expenses client support

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Business & OperationsVersion 1.0.1
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BoldTrailInside Real Estate

Publisher full description

…account so you can work your database in plain language. What you can do: - Find contacts by name, status, tag or owning agent, and open a contact's full profile and timeline - Add new contacts, update contact details and add notes - See who is showing buying or selling intent: hot leads, new registrations, property views, questions, and showing or valuation requests - Create and complete tasks, and book appointments with contacts - Send a text or an email to a contact, or start a phone call (BoldTrail connects the call or returns the number, based on your call settings) - Find Smart C…

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Publisher capabilities · listing

…te and update contacts Add contact notes Review lead activity and buying intent Create and complete tasks Book appointments with contacts Send texts and emails to contacts Start phone calls to contacts Assign Smart Campaigns Manage property search alerts Work with ponds and offices Get a daily to-do…

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Publisher keywords · listing

real estate crm contacts leads tasks boldtrail kvcore

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Publisher description

…oldTrail real estate CRM in chat: find and update contacts, add notes, review lead activity, manage tasks and appointments, send texts and emails, assign Smart Campaigns, and manage property search alerts.

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Business & OperationsVersion 1.0.0
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BROSH CRMBROSH

Publisher full description

…sation. Track pipeline stages, identify next actions, summarize opportunities, and create follow-up tasks to keep deals moving. Turn Conversations Into Action Ask questions in natural language, search live business records, analyze data, and prepare summaries and reports. Create and update CRM recor… …ns. Use your company's knowledge base and product guides to prepare consistent answers, update case status, and route issues to the right person. Coordinate a support call when a customer needs human assistance. Build More Relevant Marketing Use customer segments, account context, campaigns, and tem…

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Publisher capabilities · listing

…ata analysis and reporting Custom objects, fields and settings CRM view and menu settings Projects, tasks and milestones Meetings, reminders and follow-ups Quotes, invoices and line items Documents and e-signature workflows Support tickets and knowledge-base answers Campaigns and customer nurturing…

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Business & OperationsVersion 1.3.6
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Hanna CRMAteities IT, UAB

Publisher full description

…d update CRM records in conversation. Search and inspect customers, contacts, leads, opportunities, tasks, projects, tickets (with replies, notes and history), contracts, documents, objects, products, supplier orders, call history and financial records - invoices, pre-invoices, credit notes, payments and expenses - and look up the reference values your workspace uses (statuses, sources, stages, taxes, picklists, staff, roles). Create and update tasks, tickets, customers, contacts, leads, opportunities, projects, contracts, documents, objects, items, invoices, pre-i…

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Publisher capabilities · listing

Search customers, contacts and leads Create and update tasks, tickets and opportunities Look up invoices, payments and expenses

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Publisher keywords · listing

crm sales customers tasks invoices

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Business & OperationsVersion 1.0.3
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HMS FlowHMS Flow

Publisher full description

…w lets hotels that run HMS Otel Programı query their property data and handle everyday front-office tasks from inside ChatGPT, in natural language. What you can do: • List today's arrivals, departures and in-house guests • Check room status, free rooms and availability for a date range • Create, update and cancel bookings, check guests in and out • Search and edit guest profiles • Occupancy, revenue, collection, expense and cash-f…

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Publisher capabilities · listing

Daily arrivals, departures and in-house guest lists Room status and availability for a date range One-step booking preparation and confirmed creation Booking updates, cancellation, check-in and check-out Folio, payment entry and balance tracking Guest profi…

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Business & OperationsVersion 1.0.0
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LiteLogIQONEX GmbH

Publisher full description

…and cleaning, as well as caretaking and holiday rentals. Teams use it to document work on site with tasks, incident reports, checkpoints, patrols, shift plans, time tracking, material and forms. Made and hosted in Germany. This plugin links ChatGPT to your company's LiteLog account. Ask in plain lan… …ite (level "Read and write" only): create and update tasks, add comments and notes, change a task's status, report incidents and set their status or category, plan and update shifts, add time entries (with a reason, at most 45 days back), create and update checkpoints, patrol routes and sites, reque…

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Publisher capabilities · listing

Read sites, tasks, incidents, patrols, shifts and forms Create and update tasks, shifts, time entries and sites Report incidents and request material Create form templates as drafts

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Publisher description

Connect ChatGPT to LiteLog, the operations platform for facility services: sites, tasks, incidents, patrols, shifts, time tracking, material and forms.

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Publisher translations · package

…mit Stufe „Lesen und schreiben“): Aufgaben anlegen und ändern, Kommentare und Notizen ergänzen, den Status einer Aufgabe ändern, Meldungen erfassen und ihren Status oder ihre Kategorie setzen, Schichten planen und ändern, Zeiten nachtragen (mit Grund, höchstens 45 Tage zurück), Kontrollpunkte, Route…

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Business & OperationsVersion 1.0.0
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ParleyParley

Publisher full description

…team's casework happens. Connecting to Parley brings your firm's Projects, Accounts, Contacts, and Tasks into the conversation, so you can act on it without switching apps. With Parley you can: - Find any Project, Account, or Contact. Your records in context, so you can check their status or query their information. - Read the files on a Project, including scanned documents, and pull them into your work. - Manage your firm's fields, Skills, and Automations, so you can use your f…

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Publisher capabilities · listing

Find Projects, Accounts, and Contacts Track and update Tasks Read case files Write and update notes Catch up on recent activity Run Automations

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Publisher keywords · listing

legal law firm case management matters clients tasks

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Publisher description

Bring Parley into the conversation. Find and update your Projects, Accounts, Contacts, and Tasks, read case files, write notes, and run Automations.

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Business & OperationsVersion 1.1.0
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Writesonic AgentsWritesonic, Inc.

Publisher description

Manage Writesonic Agents tasks, playbooks, grids, knowledge base, and pages from chat — triage work, follow what agents did, inspect playbook runs, read grids, search your Knowledge Base and Brand Kit, and pull Pages reports.… …batch execution, OAuth sign-in) and ships playbooks for task triage, agent-run review and workspace status snapshots. Only task creation, updates and comments write data; everything else is read-only and writes are confirmed first. Requires Writesonic Agents access.

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Publisher capabilities · listing

Task triage and management Agent run history Playbook runs Grid data access Knowledge Base and Brand Kit search Pages reports

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Business & OperationsVersion 1.0.0
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3MONTOVANO3montovano

Publisher full description

…nt. • Deals and clients: find a deal by client name, phone (any format), address or number; see its status, site visits, contract, payments, estimate and tasks. • Website requests: new requests from site forms, their source and whether a deal was made. • Installations: what is scheduled in a period, where, for which room and which crew. • Tasks: your o…

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Business & OperationsVersion 26.10.29
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FirmaryFirmary LLC

Publisher full description

…a client since last week. Summarize a client's history before a call, review signature and proposal status, or pull an A/R aging, WIP, or realization report. When you ask, ChatGPT can also do the work: create and assign tasks, request documents, draft and send invoices and reminders, message clients, send signature requests, log time, and assign tax organizers. Built for firm data from the start: - Reading and changi…

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Business & OperationsVersion 1.3.1
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Google & Meta Ads: LoomaScaleLoomaScale

Publisher full description

…sing connected advertising, analytics, organic search and shopping data. Supported integrations and tasks: - Google Ads: audit wasted spend, analyze campaigns and search terms, research keywords, review budget pacing, and manage campaigns, ads and keywords. - Meta Ads: review Facebook Ads and Instag… …es, clicks, impressions, CTR and average position; find keyword opportunities, inspect URL indexing status and review sitemaps. - Google Merchant Center (GMC): review product approvals, disapprovals, product issues, account health and product performance. Google Tag Manager (GTM): inspect containers…

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Business & OperationsVersion 1.1.4
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JobTreadJobTread

Publisher description

…ps. With the JobTread MCP server in ChatGPT, you can: • Jobs & Projects: Look up job details, check statuses, create new jobs, and update project information. • Estimates & Budgets: Review estimates, pull line-item breakdowns, and track budget vs. actual costs. • Schedules: View upcoming tasks and milestones, check timelines, and keep projects moving forward. • Customers & Contacts: Search client records, review communication history, and manage contact info. • Vendors & Subcontractor…

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Business & OperationsVersion 1.0.0
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LawVuLawVu Limited

Publisher description

…l team relies on every day. Search and retrieve matters and contracts in natural language, generate status summaries and reports, retrieve answers grounded in your internal legal knowledge base, create new matters or intake requests, update matter status, and create tasks - all without leaving ChatGPT. You can also combine LawVu data with information from other connected systems, like CRM or HR platforms, for cross-system reporting and analysis. Access is scoped…

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Business & OperationsVersion 1.0.0
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Licitaciones365SOFTURE, S.L.

Publisher full description

…account: - Search in plain language: it turns your sector and region into CPV codes, provinces and statuses, and finds tenders that are still open. - Analyse a tender: lots, amounts, deadlines, award criteria and their weights, solvency, guarantees and previous winners, with links to the documents… …PDF report and a competition analysis. - Organise your team's work: saved tenders by stage, notes, tasks, reminders and a deadline agenda. - Create tested alerts: before creating one, it tells you how many tenders it would have found in the last month. - Research the market: contracting authorities…

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Publisher description

Search Spanish public tenders, analyse tender documents and manage your team's saved tenders, tasks and alerts.

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Business & OperationsVersion 1.0.1
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Magister MarketingMagister Marketing

Publisher description

…w your brand profile and marketing plan, then work the plan item by item: read the next prioritized task with its full brief, record progress notes, and update item status as work ships. Track AI visibility and GEO. See how ChatGPT, Claude, Gemini, Perplexity, and Google AI Overviews answer the prompts your buyers actually ask about your category, start new scori…

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Business & OperationsVersion 1.0.0
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Mitratech LegalMitratech

Publisher full description

…™ helps you: • Get answers about your legal portfolio, including open matters, spend, invoices, and tasks. • Generate matter briefs summarizing key facts and spend. • Find matters, contacts, and other records, and check for duplicate matters or contacts before creating new ones. • Create matters fro… …create contacts and link them to matters as involved parties. • Update task due dates, priorities, statuses, and assignees. Reporting and research are read-only. ChatGPT asks for your confirmation before any change is made in TeamConnect. All access and actions remain within your TeamConnect permis…

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Publisher description

Mitratech TeamConnect in ChatGPT, powered by ARIES™. Find and summarize matters, contacts, tasks, invoices and spend, and create or update records after your confirmation, using your own TeamConnect sign-in and permissions.

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Business & OperationsVersion 1.0.0
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Mitratech LegalMitratech

Publisher full description

…™ helps you: • Get answers about your legal portfolio, including open matters, spend, invoices, and tasks. • Generate matter briefs summarizing key facts and spend. • Find matters, contacts, and other records, and check for duplicate matters or contacts before creating new ones. • Create matters fro… …create contacts and link them to matters as involved parties. • Update task due dates, priorities, statuses, and assignees. Reporting and research are read-only. ChatGPT asks for your confirmation before any change is made in TeamConnect. All access and actions remain within your TeamConnect permis…

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Publisher description

Mitratech TeamConnect in ChatGPT, powered by ARIES™. Find and summarize matters, contacts, tasks, invoices and spend, and create or update records after your confirmation, using your own TeamConnect sign-in and permissions.

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Business & OperationsVersion 1.0.0
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NationAutonomous Marketing SF, Inc.

Publisher full description

…. Catalog and inventory: - Search, read, create and update products and collections, change product status in bulk, add products to collections - Read inventory by location and set quantities Orders and customers: - List and read orders and customers - Fulfill or cancel an order when you ask for it… …e storefront, or roll back to an earlier build Every built-in tool has a fixed, typed input for one task. For other store data (blog posts, policies, metaobjects, markets, translations, email campaigns) the app first reads the object's schema with describe_objects, then uses the generic object tools…

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Business & OperationsVersion 1.0.0
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Pepper CloudPepper Cloud

Publisher description

…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.peppercloud.com/pepper-cloud-assi…

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Business & OperationsVersion 1.0.1
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Quotaline CommissionsZovo

Publisher full description

…ctive, both results are shown side by side so you can check the signed plan before payroll. Typical tasks: - How much commission do I get on 72k if I earn 5% up to 50k and 8% above? - How much commission did each rep earn this month? (upload the deals CSV or Excel file; columns such as rep, deal, amount, margin, close date and status are matched automatically) - Recoverable draw against commission: what is payable now and what carries forward? - Compare two comp plans at 50% to 200% of quota and see where one overtakes the…

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Business & OperationsVersion 1.0.0
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Rhythm SystemsRhythm Systems

Publisher description

…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 Systems account with AI Connector access enabled by y…

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Business & OperationsVersion 1.0.0
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SprintoSprinto

Publisher description

Sprinto helps authorized organization users inspect compliance status, search policies and evidence, answer security questionnaires, and manage audits, controls, risks, vendors, people, policies, tasks, and evidence from ChatGPT.

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Business & OperationsVersion 2.0.0
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TrussTruss

Publisher full description

…your firm's Truss data into ChatGPT. Search contacts, entities, and projects. Check an engagement's status and due date. See which tasks a client still owes and which are awaiting review, and list the documents they have uploaded. When something is missing, create a to-do task on the project to request it. Nine of the ten tools a…

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Publisher description

…ontacts, entities, and projects, see what a client still owes or has uploaded, and create follow-up tasks.

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Business & OperationsVersion 0.1.0
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Velaris BasicVelaris

Publisher description

…no switching tabs. What you can do: Look up accounts and organizations — check health scores, churn status, ARR, lifecycle stage, and assigned CSM for any customer. Search contacts — find individuals by name, account, or role and review their details. Track risks and opportunities — surface 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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Business & OperationsVersion 1.0.0
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WhatSyncappstronauts

Publisher full description

…g for your reply - Search messages, contacts, photos and files - Summarize busy groups and pull out tasks, decisions and follow-ups - Write and send replies after you confirm the exact text - On the WhatsApp Business Platform: check templates, number health, delivery status and pricing, and run campaigns to people who opted in Your privacy: you choose which chats and groups are synced, you can skip one-to-one chats or exclude people, and you can delete synced chat…

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Business & OperationsVersion 1.0.0
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Zuora MCPZuora, Inc.

Publisher description

…of manually building queries or reports. Customer success – Retrieve account details, subscription status, and billing history without navigating multiple interfaces, so you can respond to customer inquiries faster. Operations and system administration – 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.

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Business & OperationsVersion 0.175.0-6b3927081bed
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