Available Tools

Once connected, your AI assistant has access to over 190 tools across Taskip’s workspace, grouped below by module. You don’t need to know tool names, just describe what you want in plain language and your AI assistant will call the right one.

Contacts & Leads

Look up and create clients and leads.

• “Find the contact for Acme Inc.”
• “Create a new lead from this email thread.”
• “List leads that came in this week.”

Projects & Tasks

Browse projects, manage tasks, milestones, and dependencies.

• “List my open tasks in the Website Redesign project.”
• “Create a task for the new logo, due Friday.”
• “Mark the homepage milestone complete.”

Sales Pipeline

Work deals through your pipeline stages.

• “Show me deals in the Proposal stage.”
• “Move the Acme deal to Won.”
• “Add a follow-up task to the Acme deal.”

Invoices & Quotations

Draft, send, and track billing documents.

• “Draft an invoice for Acme Inc. for last month’s retainer.”
• “Convert quotation #204 to an invoice.”
• “Send a payment reminder for invoice #1042.”

Support Tickets

Triage and respond to tickets.

• “List open high-priority tickets.”
• “Reply to ticket #88 letting them know we’re investigating.”
• “Assign ticket #91 to Priya.”

Inbox & Email

Read and act on workspace email.

• “Summarize unread emails from today.”
• “Reply to the last message from Acme Inc.”
• “Move this thread to the Billing folder.”

WhatsApp

Read and respond to WhatsApp conversations.

• “Any unread WhatsApp messages from clients?”
• “Send a WhatsApp message to the number on file for Acme Inc.”
• “Add a note to this WhatsApp conversation.”

Documents

Manage e-signature documents.

• “Create a document from the NDA template for Acme Inc.”
• “Who still needs to sign document #12?”
• “Send a signing reminder to the outstanding signer.”

Discussions

Post in internal team channels and direct messages.

• “Post an update in the #general channel.”
• “What’s the latest in the Website Redesign project’s discussion channel?”
• “Send a direct message to Priya about the deadline.”

Meetings

Manage booking pages and scheduled meetings.

• “What meetings do I have booked this week?”
• “Reschedule my 3pm meeting with Acme Inc. to tomorrow.”
• “Cancel the meeting on the discovery-call booking page for Friday.”

Time Tracking & Billable Ledger

Log time and turn approved hours into invoices.

• “Start a timer on the homepage redesign task.”
• “Log 2 hours against the Acme project for today.”
• “Generate an invoice from this week’s approved billable hours.”

Team Management

Look up team members and their workload.

• “List team members on the Website Redesign project.”
• “How much time has Priya logged this month?”

Forms & Workflows

Apply templates and check automation.

• “List our active form templates.”
• “Apply the client-onboarding workflow template to the new Acme project.”

Settings & Dashboard

Check workspace configuration and high-level reporting.

• “What are our current tax rates?”
• “Show me this month’s revenue report.”
• “How many AI credits do we have left this month?”

If your AI assistant says a capability isn’t available, double-check its connection is active and that your workspace plan includes AI/MCP access.