Changelog.
New AI workflows and library improvements, shipped continuously. With a Library Pass, every release lands in your library the moment it ships.
July 2026
- New agentProject OpsJul 14, 2026
Daily Standup Digest
Aggregate team updates from Slack into a morning email standup — one source of truth, no meetings required.
- New agentReportingJul 14, 2026
Monthly Business Review Generator
Auto-generate professional MBRs from metrics: performance vs goal, wins, challenges, next-month priorities.
- New agentClient HealthJul 14, 2026
Client Feedback Loop
Capture, categorize, and action all client feedback — so you continuously improve based on real input.
- New agentBillingJul 14, 2026
Contract Renewal Alerts
Weekly scan for contracts renewing in 90/30/14/7/3 days — never miss a renewal again.
- New agentLead-to-ClientJul 14, 2026
Client Request Triage
Auto-classify inbound client requests by type and urgency, route to correct team — reduce response time.
- New agentLead-to-ClientJul 14, 2026
Proposal Pipeline Tracker
Real-time proposal pipeline visibility: total sent, average response time, win rate, pipeline value — auto-updated.
- New agentLead-to-ClientJul 14, 2026
Lead Intake & Auto-Qualification
Score leads on ICP fit, immediacy, budget — only hot leads ping sales; warm ones go to nurture.
- New agentClient HealthJul 14, 2026
Review & Testimonial Collector
Auto-request testimonials from satisfied clients right after project completion — capture social proof while momentum is hot.
- New agentClient HealthJul 14, 2026
Churn Risk Detection
Weekly scan for at-risk clients: low engagement, payment delays, negative sentiment, scope reductions — catch them before they leave.
- New agentClient HealthJul 14, 2026
Client Sentiment Monitoring
Real-time classification of client email tone — flag negative sentiment instantly so you can intervene before churn.
- New agentClient HealthJul 14, 2026
NPS Collection & Tracking
Auto-send NPS surveys at key milestones, collect responses, tally results, and track trend — all automated.
- New agentProject OpsJul 14, 2026
Project Status Pulse Check
Weekly snapshot of all project statuses: on-track, at-risk, recent wins, upcoming milestones — posted to Slack.
- New agentProject OpsJul 14, 2026
Project Deadline Nudges
Proactive reminders sent to task owners 3 days before deadline — so deadlines rarely slip.
- New agentProject OpsJul 14, 2026
Scope Change Alert System
Auto-assess scope-change requests for impact and alert your PM — so nothing slips through unreviewed.
- New agentProject OpsJul 14, 2026
Meeting Notes to Tasks
Turn meeting transcripts into structured notes and auto-create tasks with owners and due dates — no manual note-taking.
- New agentBillingJul 14, 2026
Invoice Payment Reminders
Auto-send smart payment reminders at 30/15/7 days overdue — friendly for fresh-due, firm for aged invoices.
- New agentBillingJul 14, 2026
Auto Invoice Generation
Monthly auto-generate invoices from timesheets, log them, and email to clients — one less thing to think about.
- New agentBillingJul 14, 2026
Hour Burn & Budget Alerts
Daily alert when project hours are trending to blow the budget — catch overruns before they hit the P&L.
- New agentReportingJul 14, 2026
Campaign Performance Summary
Auto-generate campaign post-mortems: objective vs result, key metrics, learnings, next steps — all from structured data.
- New agentReportingJul 14, 2026
GA4 & Ads Sync to Sheets
Daily auto-sync Google Analytics 4 and Google Ads data to a shared Google Sheet so you and clients always see fresh data.
- New agentReportingJul 14, 2026
Weekly Client Report
Auto-generate white-label weekly performance reports from your metrics and deliver to clients — one click, done.
- New agentProposalsJul 14, 2026
E-Signature & Contract Chasing
Auto-chase unsigned contracts: send reminder after 3 days, escalate after 10 — so deals close faster and nothing stalls.
- New agentProposalsJul 14, 2026
Proposal Follow-up Sequence
Auto-identify stale proposals (no response in 7 days) and alert your sales team so nothing falls through the cracks.
- New agentProposalsJul 14, 2026
AI Proposal Generator
Turn a qualified lead into a professional, customized proposal in seconds — with OpenAI drafting and auto-logging.
- New agentOnboardingJul 14, 2026
Welcome Email Sequence
Auto-send a timed welcome series (Day 1, Day 7, etc) that sets expectations, onboards clients, and keeps them engaged.
- New agentOnboardingJul 14, 2026
Auto Folder Scaffolding
Instantly create Google Drive folder structures for new clients — save hours of manual folder setup and keep everyone organized.
- New agentOnboardingJul 14, 2026
Client Kickoff Intake Form
Auto-parse client intake forms, extract key details, create Notion project, and alert your team — all in 5 minutes.
Get every new agent
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