Turn deal and contact records into a follow-up brief.
Find opportunities without a recent update and prepare next actions for review.
See crm appsINTEGRATIONS
1,600+apps within reach
Connect the tools your business already uses. Give Mainframe a job, and let its agents bring the right context together for you to review.
Connection setup, permissions and available actions vary by app.
FROM CONNECTION TO RESULT
An example: prepare a client follow-up brief from the accounts you connect.
CONNECTED SOURCES
Illustrative example. Results depend on your connected accounts, permissions and instructions.
EXAMPLES BY CATEGORY
Start with a job, then connect the tools and data it needs.
Find opportunities without a recent update and prepare next actions for review.
See crm appsSummarise a connected inbox and prepare a reply draft using relevant customer context.
See email appsCombine your schedule with meeting notes to prepare a brief of commitments and decisions.
See calendar and scheduling appsFind source material in connected files and prepare a first proposal draft with references.
See docs and files appsCollect available transaction or invoice data into a summary with exceptions for a person to check.
See finance and accounting appsPrepare an order and customer activity summary from connected store records.
See e-commerce appsSummarise authorised messages and prepare a response or follow-up list.
See messaging appsReview open issues and prepare a concise status update with owners and blockers.
See project management appsSummarise open issues and recent repository activity for a team briefing.
See developer tools appsWORKS WITH
132 examples from the wider app catalogue. Explore the full 1,600+ in Connections inside your Mainframe.
Third-party names and marks identify services that Mainframe can work with. They do not imply a partnership or endorsement. Access, connection method and available actions depend on the service and your account.