Onboarding Project Tracker
Tracks onboarding tasks and milestones across all active customers so nothing slips.
- All onboardings tracked
- Tasks and milestones managed
- Overdue/at-risk flagged
“show onboarding status across customers and flag what's at risk”
Surfaces issues before they become problems.
“Summarise all open tickets for Acme Corp and give me a health score before my QBR call with them tomorrow”
Account briefing ready in 30 seconds
“Draft a response to this frustrated customer who's been waiting 3 days for their refund — empathetic, clear ETA, retention focus”
De-escalation response that doesn't sound like a template
Advanced install optionsmanual setup, command line, connections, raw file
Paste the prompt into Claude — it saves the agent, connects the tools it needs, and tailors it to your routine. Nothing runs on our servers.
If you add the file to Claude yourself, Claude asks you to confirm before reading it. That prompt is standard for any file you give it.
CRM
ExtraSlackExtraVersion history
Initial release.
6/15/2026
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