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Get client and deal info from CRM, draft an invoice, alert the team, and build a new Asana project.
Copy and edit this workflowPeriodically check for overdue tasks and send a briefing to the assignee.
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Pull and analyze deals and calendar events for an AE, and DM a briefing via Slack.
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Pull and analyze paid and unpaid invoices and time entries, then build out a report in Notion.
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Pull custom reports from GA4 with a simple chat to Victoria.
Copy and edit this workflowCheck Project Status
Check the project management software and return a status report for a project.
Connected
Draft
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Asana
Create an Asana task named 'Client Onboarding' with description 'Complete all onboarding steps for the new client'. Set due date 3 days from today and assign to the user specified in context.
Freshbooks
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