Good morning, Jack
Here's what needs your attention today.
⚠ Follow-Ups Due
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✓
All caught up!
🏡 Upcoming Anniversaries
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📅
None in the next 90 days
Contacts
All contacts
| Name | Type | Property / Area | Last Contact | Next Follow-Up | Anniversary | Actions |
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Automations
Your scheduled workflows that run on autopilot
Data & Backup
● Cloud sync active — all changes save instantly to Supabase
How It Works
These automations run automatically on their schedule inside the Claude desktop app. Each one searches the web, reads your CRM data, and creates Gmail drafts ready for your review. You always have the final say — nothing is sent without you hitting "Send" in Gmail.
First run tip: Click "Run Now in Claude" on each automation the first time to approve the tools it needs (Gmail, web search). After that, they run fully on autopilot.
Prospecting Pipeline
Track and advance your prospects from first touch to conversion
🏠 Buyer Pipeline
Click arrows to advance prospects through stages
🏡 Seller Pipeline
Click arrows to advance prospects through stages
📡 Leads by Source