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Ask My Agent Send and receive structured requests between agents and humans, with two-stage approval controls.

Orchestrator Orchestrate templated, multi-step workflows across Claude and Codex sessions running in Nature Work.

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CRM Manage leads, contacts, and pipeline stages in one collaborative workspace.

Quotes & Proposals Draft polished quotes and proposals with configurable structure, pricing, and AI-assisted editing.

E-Sign Send documents for electronic signatures with templates, bulk send, and a full audit trail.

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Task Board Plan work with kanban boards, time tracking, card dependencies, and a public intake form.

Team Comms Real-time team messaging with channels, voice calls, AI personas, and AI-powered search.

Time Tracker Track work with a universal timer, review weekly timesheets, approve time and turn approved hours into invoice drafts.

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ABCD 123456789 JobCustomerKgNotes ChargesHardnessCertificates

Charge Log ChargesRoute cardsCertificates Furnace 3, loaded 06:40

Brandhall furnace charges.xlsxCharges Pinion blank 41mmPinion blank, 41mm RidgewayWO-7742, Ridgeway Precision 186186 kg SoakingSoaking Splined shaftSplined shaft Tipton GearsWO-7749, Tipton Gears 142142 kg With the pinionsSoaking Cam followerCam follower RidgewayWO-7751, Ridgeway Precision 9090 kg Cert on holdCert held Gear blankGear blank CordwellWO-7755, Cordwell Drives 204204 kg Retest couponRetest

What they sent usBrandhall furnace charges.xlsx Charge Log, built in Raq.comFurnace charges, hardness results and certificates in one record

ABCD 123456789 ToolOwnerShotsNotes Tool listServiceCustomers

Tool Room Tool registerService dueShot counts Shots since each tool was serviced

Perrott tool list.xlsxTool register T-114 BezelT-114 Dashboard bezel Hallam FoodsHallam Foods, press 12 48,21048,210 Cavity 3 outCavity 3 out T-109 Fascia clipT-109 Fascia clip Hallam FoodsHallam Foods, press 8 92,40092,400 Service nextService due T-131 Lid, 1 litreT-131 Lid, 1 litre Avon CapsAvon Caps, press 18 12,05012,050 RunningRunning T-117 Battery doorT-117 Battery door PerrottOwn tool, rack A, bay 1 00 Rack AIn store

What they sent usPerrott tool list.xlsx Tool Room, built in Raq.comEvery customer tool and how many shots each cavity has run

ABCD 123456789 JobWhereDueNotes Out at vendorsBack inVendors

Travel Sheet Where is it nowChase listVendors Fourteen batches out at vendors

Ridgeway batches out.xlsxWhere is it now Pinion blank 41mmPinion blank, 41mm BrandhallHeat treat at Brandhall 14 Oct14 Oct Heat treatOn plan Hydraulic manifoldHydraulic manifold SedgleyAnodise at Sedgley Finishing 6 Oct6 Oct Chased Monday3 days late Valve bodyValve body Tipton PlatingZinc plate at Tipton Plating 9 OctToday Due back todayBack today Spindle housingSpindle housing BrandhallStress relieve at Brandhall 16 Oct16 Oct Booked 12thOn plan

What they sent usRidgeway batches out.xlsx Travel Sheet, built in Raq.comWhere each job is between plating, heat treatment and grinding

ABCD 123456789 CharterCoach£Notes Day planQuotesDrivers

Charter Desk Day planQuotes outDrivers Friday 16 October, nine vehicles

Kinver charters, October.xlsxDay plan Hollybush SchoolHollybush to Alton Towers Volvo B8R53 seat Volvo, Dave Hollis 612.00£612 ConfirmedConfirmed Wombourne weddingWombourne wedding Irizar i6Three runs, the last after 23:00 537.70£537.70 Second driver2nd driver Codsall RugbyCodsall Rugby away game 33 seat midi33 seat midi, held to Wednesday 348.00£348 Held to WedsProvisional Penn Fields, CadburyPenn Fields to Cadbury Two coaches104 seats, needs two coaches 890.00£890 EnquiryNo vehicle

What they sent usKinver charters, October.xlsx Charter Desk, built in Raq.comVehicles, driver hours and the price per mile in one plan

Charge Log, an example custom module for a heat treatment firm: Furnace charges, hardness results and certificates in one record. See custom modules