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NewLive in 5 portals

Correspondence.

Gmail grouped by client: what each thread is about in plain English, what you owe, what you're waiting on.

Live simulation · What your team sees

Every client, lead and number shown is illustrative.

portal.yourcompany.com/admin

Comms

Correspondence

Search…AskTeam view

4

You owe

6

Waiting on them

38

Threads this week

12

Made into tasks

Mike Chen · Halcyon

You owe

Re: data import timing

Dana Price · Northwind

New

Fonts attached

Dr. Reyes · Atlas Dental

Lead

Question on the proposal

Brightline Legal

Waiting

Redlines v2

Re: data import timing

Mike Chen <mike@halcyon.co> · 9:41 AM

In plain English

Mike wants the data import finished before their board meeting on the 20th, and asks if you need anything from their IT team.

You owe: a firm date for the import

Waiting on: the CSV export from IT

Hi — quick one. Our board meets on the 20th and we'd love the import done by then…

If you need anything from IT just say the word.

+ Make a taskReply

task created in Halcyon's list — linked back to this thread

How it works.

1

Mail is matched

Every thread lands under the right client.

2

Read in plain English

What it's about, what you owe, what you're waiting on.

3

Turn it into work

One click makes a ClickUp task with every detail, linked back to the email.

What you get

  • Each message rewritten to read easily, original one click away
  • Branded or plain replies, with attachments
  • Email → task in one click, linked both ways