Client Management
Consultancy
ATLAS — Client Dashboard
One source of truth per client, updated daily.
£99.00/mo
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The Problem
Info split across email, spreadsheets, Notion, Slack — no single view
Workflow
Trigger
Daily sync (email + docs + PM tool)
Action
AI summarises each client
Action
Dashboard updated
Output
Single source of truth
Setup Time
15 minutes
Input
Existing tools (read-only)
Output
Auto-updated client summary cards
About this plugin
Syncs data from your email, docs, and PM tools daily. ATLAS summarises each client into a dashboard card. No more hunting across Notion, Slack, and spreadsheets.