One request, the right roles.
A community evening needs operations, outreach, marketing and finance. Each role contributes to the same project, with a clear owner and next step.
The connected workspace
Your team. Your agents.
The same page.
A place for shared projects, conversations, decisions and the work between them. Not just a dashboard—and not a pile of separate bots.
Explore a shared projectWork that stays connected.
A report is attached to its task. A decision stays with its source. An approved figure flows into the presentation without someone forwarding it again.
A clear view for the rabbi.
See what is moving, what is waiting and where your judgment is needed. Keep the operational detail available without making it the whole day.
✳Your assistantPersonal entry. Shared work.
I’m on my way to meet Daniel. Remind me where we left off.
Last time, Daniel asked about volunteering at the family event. You promised to send the schedule.
From your saved meeting note · Sample
After our meeting, remind me to send it tomorrow.
A message, a voice note, a next step.
Desktop for the team. A conversation for you.
Your assistant comes
into the work with you.
A personal assistant is an entrance to the same community workspace, not a second CRM. Work-related facts reach the right roles; family conversations and private pastoral details do not become shared automatically.
We confirm which mobile and messaging experiences can be delivered in your setup. This preview is not a downloadable production app.
A few good questions
A little clarity.
A better starting point.
Do we have to replace our CRM?
Not by default. We start by understanding your current systems and deciding which remains the source of record. The workspace should connect useful context, not create another disconnected database.
Can I use voice instead of learning another system?
Voice and chat are central to the product design, alongside a team workspace on desktop and mobile. Personal messaging channels are assessed during setup; a particular WhatsApp or third-party assistant connection is not assumed to be available.
Who can work together?
Named staff members and authorized volunteers, each with their own access. The intended product is multi-user: different people can contribute to the same project without sharing one account.
Start with a conversation
Let’s make room
for your community.
Tell us how your team works. We’ll explore where a connected assistant could make a difference.
Book your free workflow review45-minute Zoom consultation · No payment required