Workspace Dashboard

Sends welcome emails, creates CRM record, schedules follow-up

Routes monitoring alerts to the right Slack channels by severity

AI scores inbound leads and routes to sales by tier

Classifies uploaded invoices and routes for approval

Aggregates team metrics and sends a Monday morning digest

Bidirectional sync between internal DB and Salesforce CRM

AI reads new tickets, tags them, and assigns to right agent

Pulls approved content from Notion and schedules social posts