Actioner listens to your real customer work — emails, calls, meetings — and turns it into an Action Box inside Claude: what needs doing, who owes you a reply, what can wait. Each item explained, pre-drafted, and waiting for your yes. Nothing falls through the cracks, because nothing depends on your memory.
The problem
"I'll send that over." "Let me check with legal." "Circling back Friday." Commitments are made in email threads, on calls, in meetings — and stored in the least reliable system you own: your head.
The apology email. The deal that stalled while you weren't looking. The renewal that became a surprise. The ones you drop aren't the ones you decided didn't matter — they're the ones you forgot.
Your CRM holds what you typed. Your task app holds what you remembered to add. The leak is exactly the things you didn't write down — and no amount of discipline fixes a system that depends on it. Why not just Claude? →
The Action Box
Every commitment heard in your emails, calls, and meetings becomes an item — sorted into three honest buckets, explained, and pre-drafted. You review, you approve. Nothing sends itself.
What deserves you today — ordered by what's at stake, not by what shouted loudest. Each item carries its evidence and a one-click Play that drafts the work.
The signature bucket. Half of customer work is waiting on someone else — and no CRM or task app models it. Actioner knows who owes you a reply, how long they've owed it, and nudges when the silence gets expensive.
Real, but not today. Parked without guilt, resurfaced when it becomes timely — so your head doesn't have to hold it in the meantime.
The feeds
Every use case is an item-generator depositing into the same Action Box. Prep, updates, risks, follow-ups — different sources, one place to decide, powered by Plays and your customer memory.
Your day, assessed before it starts — meetings with context, items coming due
Prep before every call, recap and follow-up drafted after
Field updates proposed from what actually happened — you approve the write
A private dossier before your 1:1 — with the questions you'll be asked
Rising-risk accounts flagged early, from relationship signals
↓ All of it lands in your Action Box — explained, drafted, waiting for your yes.
How it's possible
Claude without your customer context is a chat window — smart, but blind to your deals, relationships, and promises. Actioner closes that gap with three pieces, none of which ask anything of you.
A desktop app captures your emails, calendar, and meetings and turns them into a living customer graph — processed and stored on your own machine. No data entry, no CRM hygiene, no vendor cloud.
The graph reaches Claude over an MCP connection scoped to your own access — in Claude Desktop and claude.ai. Your Action Box, your accounts, your history: one question away, where you already work.
Every action button runs a Play that knows your customer data and drafts in your voice. The AI only ever composes — sending, updating, and deciding stay yours. Every claim carries its receipt.
Dig deeper: how we work · why not just Claude?
Your data, your machine
Actioner's desktop app captures and processes everything locally and serves it to Claude over MCP. Your customer data stays on your machine — we never hold it on our servers.
Your conversations are processed and stored on your own machine by the Actioner app, not in a vendor cloud.
Claude reaches your graph over an MCP connection scoped to your own access. It only ever sees what you can see.
Traffic between Claude and your machine crosses a pass-through relay: nothing retained, ever. Want us out of the path entirely? Host the relay yourself.
Your data stays yours — and so does the final call. The AI proposes; you decide what actually happens. See how you stay in control →
The Challenge
Comparison
Actioner works alongside whatever CRM you use — and captures everything it misses.
| Traditional CRM | CRM + AI Copilot | Actioner | |
|---|---|---|---|
| Data entry | Manual | Manual with AI assist | None. Passive capture |
| Interface | Dedicated app | App + chatbot | Claude — data stays on your machine |
| Context | Whatever reps log | Summarized from logs | Built from every conversation |
| Meeting prep | DIY from scattered notes | AI summary of CRM fields | Full prep with talking points & risks |
| Actions | Switch to email | Switch to email | Draft & send from Claude |
| Data freshness | When reps bother | When reps bother + AI fill | Continuously from live signals |
| Where your data lives | Vendor cloud | Vendor cloud | Your machine |
| Evidence | None | Inferred | Linked to source: every quote, call, email |
Download the app, connect your email, and every promise, follow-up, and next move is captured, sorted, and drafted — waiting for your yes.
Free for individual use · No AI bill — you bring your own Claude · No IT, no procurement
FAQ