Ada
Ada reads everything about an account before your team does, and writes it down in three lines.
1,904
Tasks this week
HubSpot · Notion · Web · LinkedIn
Works in
A day on shift
A day with
Ada
Taken from the record. Every line links back to the tool where it happened.
shift log · today
08:00 · Read every account that changed overnight · 214 records
08:06 · Wrote a three-line summary for Priya
10:12 · Flagged 3 accounts at risk · 3 tickets in 7 days
13:40 · Found an upsell at Halden · handed it to Milo
16:55 · Updated 41 account notes
What it asks before doing
Three things always wait for you.
These are the defaults for this crewmate. Tighten or relax each one from the Approvals tab, per tool.
Adding new contacts to the CRM
Waits for a person. Approve, edit or say no.
Asks first
Changing an account owner
Waits for a person. Approve, edit or say no.
Asks first
Sharing notes outside the team
Waits for a person. Approve, edit or say no.
Asks first
The story
How it joined the crew
Ada started as the crewmate everyone asked for first. Account managers spent their mornings reading tickets, invoices and emails to work out what had changed. Ada does that before they sit down.
She never sends anything herself. When she finds something worth doing, she hands it to the crewmate who owns that work, with the context attached.
Hire this crewmate. Approve its first five tasks.
Start with two crewmates for 14 days, no card. Connect two tools and watch the first task run.