Overview

ACTIVE CLIENTS
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across all services
OPEN TASKS
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DUE THIS WEEK
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tasks with deadlines
COMPLETION RATE
tasks completed
CLIENT ROSTER View all →
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Client Name

PROJECT CHECKLIST
NOTES
LINKED FILES
QUICK ACTIONS Opens Claude.ai
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Gmail
Each button opens a new Claude.ai tab with a ready-to-run prompt. Claude uses your connected Gmail to fetch and display results instantly.
Opens in Claude.ai
📬
Recent Inbox
View your 15 latest emails
🔵
Unread Emails
See what needs attention
📎
Recent Attachments
Files received this week
📤
Sent This Week
Review outgoing emails
Needs Reply
Emails awaiting your response
🔍
Search Gmail
Search by client or keyword
Google Drive
Each button opens a new Claude.ai tab with a ready-to-run prompt. Claude uses your connected Drive to browse, find, and surface files instantly.
Opens in Claude.ai
📁
Browse All Files
See everything in your Drive
🕐
Recently Modified
Files changed this week
📄
All Documents
Google Docs in your Drive
🤝
Shared With Me
Files others have shared
🎨
Design Assets
Images, PDFs, and design files
🔍
Search Drive
Find files by client or name
Notion
Each button opens a new Claude.ai tab with a ready-to-run prompt. Claude uses your connected Notion workspace to fetch pages and databases.
Opens in Claude.ai
📋
All Pages
Browse your full workspace
🗃️
Databases
All your Notion databases
✏️
Recently Edited
Pages changed this week
Open To-Dos
Incomplete tasks in Notion
📊
Workspace Summary
High-level view of everything
🔍
Search Notion
Find pages by client or topic
Gmail
Each button opens a new Claude.ai tab with a ready-to-run prompt. Claude uses your connected Gmail to fetch and display results instantly.
Opens in Claude.ai
📬
Recent Inbox
View your 15 latest emails
🔵
Unread Emails
See what needs attention
📎
Recent Attachments
Files received this week
📤
Sent This Week
Review outgoing emails
Needs Reply
Emails awaiting your response
🔍
Search Gmail
Search by client or keyword