Ideas to put to work
Capacity and access decisions built on your current team.
Capacity for the next engagement
Sofia reads roles and departments from Namely and current tasks in ClickUp, then shows in Excel who has room for new work.
Accounts matched to current staff
Sofia compares Microsoft 365 users with current Namely employees and lists accounts that should be closed.
New joiners added to their team
When a new employee appears in Namely, Sofia adds them to their team in Microsoft Teams, with your approval.
Headcount summary for partners
Sofia reads employees by department and title and drafts a headcount summary in Word for the partners' planning meeting.
What Sofia can do with Namely
Sofia reads and keeps current
- Employees
Sofia does, with your approval where you want it
- Look up an employee's details
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- ClickUpProject management for tasks, docs and goals
- Microsoft ExcelSpreadsheets for numbers, models and trackers
- Microsoft 365Microsoft's business suite: accounts, groups and organization directory
- Microsoft TeamsMicrosoft's chat, channels and meetings hub
- Microsoft WordWord processor for letters, reports and contracts
GreenhouseApplicant tracking and hiring software- LeverApplicant tracking and recruiting CRM
GustoPayroll, benefits and HR for small businesses
Put your Namely records to work with Sofia
Score your firm in three minutes, or talk to our team.