A client-base assistant: ask in chat, get the answer

A chat assistant sees your outreach and deals tabs, answers questions about clients in plain words, and logs the conversation history.

• An answer in chat instead of hunting for a row by eye
• The assistant looks at both outreach and deals, choosing for itself
• The conversation history builds up, and dubious answers go to a review tab
• It remembers the conversation, so you needn't repeat the client's name

Google Sheets Tool