Every answer links to the exact deck, ticket, contract, or timesheet it came from. Auditable by default.
Salesforce, HubSpot, Asana, Jira, Harvest, Notion, Slack, Google Drive
Measured across pilot agencies in the first 60 days.
8 categories. Every connector is two-way and incremental, and every answer cites the exact deck, ticket, contract, or timesheet it came from.
3 examples of the questions agency leaders ask every week.
Who on the team has shipped a B2B SaaS pricing study in the last 18 months?
4 consultants: Patel (lead, 3 engagements), Nguyen, Okafor, Reyes. Most recent: Acme SaaS, Q1. Deck and model linked. (Source: Salesforce + Drive)
Pull every SOW expiring in the next 60 days with no renewal in pipeline.
7 SOWs, $1.46M ARR at risk. Largest: Northwind ($420K, exp Sep 12). No HubSpot opportunity attached on 5 of 7. (Source: PandaDoc + HubSpot)
Summarize Acme's Q2 findings and flag scope creep risks.
3 key findings (channel mix, win-rate drift, CAC). Two scope changes via Slack not in the SOW: brand audit + competitor teardown. Recommend change order. (Source: Notion + Slack)
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Decks, models, SOWs, RFPs, tickets, time entries, meeting notes — all unified per client and per engagement, with permissions intact.
Partners, managers, and consultants ask in plain English. Every reply cites the deck, ticket, contract, or timesheet it came from.
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