Ideas to put to work
Client projects with current updates, clear to-dos and every file in place.
Weekly client update
Sofia reads to-dos, messages and schedule entries for a project and drafts the weekly update as a message, for your approval.
Project set up from the engagement letter
Sofia reads the scope in the Word engagement letter and creates the to-dos, schedule entries and project document, with your approval.
Meeting decisions into to-dos
Sofia reads the Fireflies transcript of a client meeting and creates a to-do for each action, with your approval.
Deliverables filed in the project
Sofia exports the final files from Google Drive and uploads them to the Basecamp project for the client.
What Sofia can do with Basecamp
Sofia reads and keeps current
- Projects
- To-do lists and to-dos
- Messages
- Documents
- Comments
- Schedule entries
- Files
- People
Sofia does, with your approval where you want it
- Create a to-do
- Complete a to-do
- Post a message
- Comment on a to-do or message
- Create a document
- Add a schedule entry
- Upload a file
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- Microsoft WordWord processor for letters, reports and contracts
- FirefliesAI notetaker that records and transcribes meetings
- Google DriveGoogle's cloud file storage and sharing
AsanaWork management for projects and tasks
ClickUpProject management for tasks, docs and goals- monday.comWork management boards for projects and workflows
JiraIssue and project tracking
LinearIssue tracking and project planning
Let Sofia run your Basecamp updates
Score your firm in three minutes, or talk to our team.