Ideas to put to work
Answers and updates from every connected system, in the channels your team already reads.
Weekly pipeline summary
Each week Sofia reads HubSpot deals and posts what moved, what stalled and what needs a decision to the partners' channel you approved.
Project status in each client channel
Sofia reads Asana tasks for each engagement and posts a status update in the client's channel, so partners stop chasing the team for it.
Overdue balances sent to the owner
Sofia reads overdue invoices in Xero and sends each relationship partner their clients' balances, with a reminder to call.
Decisions found in old threads
Sofia searches messages and files to find when and why something was decided, and replies in the thread with links to the source.
What Sofia can do with Slack
Sofia reads and keeps current
- Channels
- Conversations
- Messages and thread replies
- Users
Sofia does, with your approval where you want it
- Post a message
- Reply in a thread
- Schedule a message
- Search messages and files
- Create a channel
- Set a reminder
- Add a reaction
- Pin a message
Your IT lead agrees the access before anything connects, and anything on your never-touch list stays out.
Works well with
- HubSpotCRM and marketing platform for growing businesses
- AsanaWork management for projects and tasks
- XeroCloud accounting for small businesses
Microsoft TeamsMicrosoft's chat, channels and meetings hub- ClickSendBusiness text messaging and SMS service
DiscordCommunity chat with servers, channels and voice
DiscourseCommunity discussion forum software
Google ChatTeam messaging in Google Workspace
Add Sofia to your Slack workspace
Score your firm in three minutes, or talk to our team.