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Centralized comms

Every client conversation, in one thread

Email, Slack, Teams, and Google Chat land against the client and project they belong to, alongside calendars synced across every client mailbox your team touches.

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Northwind StudioOS3
Comms
CommsAll clients ▾
DM · D. MateoDirect message · Internal
DM · T. KaneDirect message · Internal
DM · L. FerreiraDirect message · Internal
DM · T. Kane and L. FerreiraGroup message · 3 people
#northwind-hubspotD. Mateo, T. Kane +1 · InternalAug 13
#delivery-teamA. Reyes, T. Kane +2 · InternalAug 13
#bizdevD. Mateo, L. Ferreira · InternalAug 12
DM · M. OkaforDirect message · InternalAug 11
DM · D. MateoSlack · Internal · Direct messageMark unread
Wednesday, 12 Aug
DMD. Mateo2:14 PMAnything specific you want me to pick up today, or should I keep loading the retainer data now that the mapping is signed off?
ARA. Reyes2:16 PMKeep loading it. Let me call you in a few minutes and we can sync on what comes after.
ARA. Reyes2:49 PMapp.os-3.io/pm/tasks?task=3d40576f…
DMD. Mateo3:05 PMHow should we handle the setup fee and the monthly retainer on the invoice?
ARA. Reyes3:05 PMTwo products: setup and retainer. Everything this quarter bills against the retainer.
ARMessage as A. Reyes…Send

  • Channel-agnostic threads

    A decision made in Slack sits next to the email that started it and the task it produced.

  • Multi-account calendar sync

    Client-provided mailboxes and calendars merge into one schedule without a second browser profile.

  • Context on arrival

    Every message shows the contract, budget, and open work for that client next to it.

Continuity

Nothing lost when someone leaves the account

Client history stays with the client record instead of a departed account manager's inbox. Handover becomes a permission change rather than a forwarding exercise.

Comms15
Meridian Health
RE: Portal launch date1dEmail · D. Mateo, client393
DM · A. Reyes2dSlack · Internal127
#meridian-delivery2dTeams channel · 6 people54
DM · N. Fletcher3dGoogle Chat · Internal15
Migration kickoff notesAug 12Microsoft 365 · shared9

Action

From conversation to committed work

Turn a message into a task, a scope note, or a knowledge page without retyping it. The trail back to the original conversation stays intact for when someone asks what was agreed.

RE: Portal launch dateEmail · Meridian Health
Can we also get SSO into the first release? Legal is asking.
Create from messageMeridian Health
Add SSO to release 1
Member PortalScope change
Create taskSave to knowledge base
Linked back to this thread and the client record

Comms assist

Triage that keeps the account moving

The agent reads the room across every channel and surfaces what needs a human.

Meet the agents →
  • Northwind asked for a date change in Slack; no owner yet.
  • Drafted a reply to the Vantage scope question.
  • Meeting notes turned into 3 tasks, pending review.

One inbox for the whole book of business

Beta agencies help us prioritize which integrations ship first.

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