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Built for AEs, AMs, CSMs — and founders who sell

Every promise, every follow-up, every next move — captured, sorted, drafted.

Actioner turns the stream of customer communications — every email, every meeting, every promise — into a maintained queue of next moves per company and deal, inside the AI you already use: what needs you, what others owe you, what can wait. Each item explained, receipt attached, ready to run. Working your book becomes one habit: open the Action Box, go through it, act.

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Works with Claude and ChatGPTFree for individual useYour data stays on your machineSee value in 5 minutes

The problem

You made forty small promises this week. How many can you list?

Where they live

"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.

What dropping one costs

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.

Why tools haven't helped

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 connect your AI?

Connected to your tools, your AI can answer almost anything. It just has to know what to ask.

Claude and ChatGPT already reach your email, CRM, and meeting transcripts over MCP. Ask about one deal and you'll often get a good answer. But a connected AI works only when you ask, only on what you name, and forgets when the chat ends. Actioner has already read everything, so what you'd never think to ask about comes to you, with the next move ready to run:

Your AI + Gmail, CRM, and meeting connectors
Answers the question you bring
Prompt: "Is the DataFlow deal at risk?"

Possibly. Sarah hasn't replied to your last three emails, and on the last call Tom mentioned they're also evaluating Competitor X. The close date in HubSpot hasn't been revisited since.

Worth a direct check-in. Want me to draft one?

A good answer, about the one deal you already thought to ask about.

Your AI + Actioner
Already read everything, before you asked
Prompt: "What needs me today?"

3 things you didn't ask about, each ready to run:

You owe Northwind: the security questionnaire you promised on the Oct 6 call. Three weeks, not sent.

Draft email ↗

Waiting on Brightline: Priya said she'd send the signed order form "by Friday." That was last Friday.

Draft nudge ↗

DataFlow is cooling: Sarah used to reply same-day. Three emails unanswered in 9 days.

Draft check-in ↗
Evidence linked to each point

Illustrative example. Why this matters, point by point →

The Action Box

A trusted system for customer work. It builds itself.

Every commitment heard in your emails and meetings becomes an item — sorted into three honest buckets, explained, and ready to run. You review, you approve. Nothing sends itself.

Next 3Waiting for 2Later 1
CloudNestMedium
Check in with Grace Kim on the security review
✳ Why this? — Grace has been CC'd without engaging; her review is the next gate.
Draft email ↗Snooze · Done · Dismiss
GlobexHigh
You promised the revised order form by Friday
✳ Why this? — Commitment made in Tuesday's email to Mike Chen.
Draft email ↗Snooze · Done · Dismiss

Next

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.

Waiting for

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.

Later

Real, but not today. Parked without guilt, resurfaced when it becomes timely — so your head doesn't have to hold it in the meantime.

Explore Action Box →

The feeds

Many feeds. One box.

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.

Daily Briefing

Your day, assessed before it starts — meetings with context, items coming due

Meeting prep & recap

Prep before every call, recap and follow-up drafted after

Commitment Tracking

What others owe you, tracked — cleared when they deliver, nudged when they don't

CRM SyncSoon

Field updates proposed from what actually happened — you approve the write

Pipeline Review PrepSoon

A private dossier before your 1:1 — with the questions you'll be asked

Churn AnalysisSoon

Rising-risk accounts flagged early, from relationship signals

↓ All of it lands in your Action Box — explained, receipt attached, waiting for your yes.

How it's possible

You already have the AI. We bring it your customers.

Your AI 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.

1

The graph builds itself

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.

2

It surfaces inside your AI

The graph reaches your AI over an MCP connection scoped to your own access — in Claude or ChatGPT. Your Action Box, your accounts, your history: one question away, where you already work.

3

Plays do the work — you approve it

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 connect your AI?

Your data, your machine

The graph lives with you. The intelligence lives in your AI.

Actioner's desktop app captures and processes everything locally and serves it to your AI over MCP. Your customer data stays on your machine — we never hold it on our servers.

Stored locally

Your conversations are processed and stored on your own machine by the Actioner app, not in a vendor cloud.

Scoped to you

Your AI reaches your graph over an MCP connection scoped to your own access. It only ever sees what you can see.

Never stored with us

Traffic between your AI 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

Why your customer relationships need this.

91%
of CRM data is incomplete
Validity Research
57%
of deals stall due to lack of visibility
CSO Insights
67%
of expansion opportunities are missed
Gartner Research
28%
of sales time is spent selling
Salesforce State of Sales

Comparison

More than a connector. The memory your CRM was supposed to have.

Actioner works alongside whatever CRM you use, and alongside the connectors you already have. It captures everything they miss.

CRM + AI CopilotYour AI + MCP connectorsActioner
Data entryManual with AI assistNone, but nothing is built ahead of timeNone. Passive capture
InterfaceApp + chatbotClaude or ChatGPTClaude or ChatGPT — data stays on your machine
ContextSummarized from logsWhatever you ask about, when you askBuilt from every conversation
Across toolsWhatever's in the CRMJoined live inside each chat, then forgottenOne timeline per person and account
Meeting prepAI summary of CRM fieldsWhatever a search surfaces, rebuilt every chatFull prep with talking points & risks
What's missingNot visibleFound only if you think to askSurfaced: unanswered threads, silent champions
ActionsSwitch to emailDraft from search resultsDraft & send from your AI
Data freshnessWhen reps bother + AI fillLive, per questionContinuously from live signals
Where your data livesVendor cloudStays in each toolYour machine
EvidenceInferredVaries by connectorLinked to source: every quote, call, email

Close the laptop at 6 with a clear head.

Download the app, connect your email, and every promise, follow-up, and next move is captured, sorted, and ready to run — waiting for your yes.

Get startedBook a demo

Free for individual use · No AI bill — you bring your own Claude or ChatGPT · No IT, no procurement

FAQ

Common questions

Actioner is a desktop app that passively captures your emails, calendar events, and meeting transcripts, builds a living customer graph on your own machine, and turns it into action inside Claude or ChatGPT — an Action Box of everything that needs doing, with one-click Plays to do it. It's designed for Account Executives, Account Managers, Customer Success Managers, and founders who sell.
Actioner is built for individual AEs, AMs, CSMs — and founders who sell — who use Claude or ChatGPT as part of their daily workflow. It doesn't require team adoption, CRM admin, or IT involvement. One person can install the app, connect their email, and start getting value in minutes.
Anything about your customers. Common examples: "What does my day look like?" for a daily briefing with meetings and action items, "Follow up with Mike on the proposal" for a contextual email draft, "Is the DataFlow deal at risk?" for a risk assessment with linked evidence, or "Who haven't I responded to?" for a prioritized follow-up list.
The Actioner desktop app runs on your machine and connects to your AI through MCP (Model Context Protocol), an open standard supported by both Claude and ChatGPT. You add Actioner as an MCP connector in Claude (Desktop or claude.ai) or in ChatGPT, and your AI can then draw on every customer relationship, conversation, and deal when answering your questions — from the data Actioner keeps on your device.
Claude (Claude Desktop and claude.ai) and ChatGPT. You add the Actioner MCP connector in whichever you use, or in several — same connector, same customer graph, same experience. In every case the Actioner desktop app is the local engine: it stores and processes your data on your machine, and your AI connects to it over MCP.
A few minutes. Download the desktop app and run the setup wizard: connect your email and calendar, add Actioner as an MCP connector in Claude or ChatGPT, and optionally connect your meeting notetaker. No API keys to paste. Actioner ingests your last 90 days of email and meeting history and builds your customer graph right away. No data entry, no CSV uploads.
No. Actioner works alongside your existing CRM (Salesforce, HubSpot, or whatever you use). It captures what your CRM misses: the conversations, context, and relationships that never get logged. Think of it as giving your AI the customer memory your CRM was supposed to have.
AI copilots in traditional CRMs still rely on manually entered data. They summarize what reps logged, which is incomplete by definition. Actioner captures everything passively and brings it to your AI, where you already work. The AI isn't an add-on to a CRM; your customer graph is context for the AI. And because the Actioner app processes and stores everything locally, your customer data stays on your machine instead of in another vendor's cloud.
You can — and for questions you know to ask, you should. Connected to your tools, a frontier model is a capable analyst. But it works only when you ask, only on what you name, and forgets when the chat ends. The promise you made on a call three weeks ago, the order form a customer said they'd send by Friday, the account that went quiet while you were busy elsewhere: no prompt you write today names them, because you've forgotten them. Actioner reads every email, calendar event, and meeting transcript as it arrives, on your machine, keeps a persistent customer graph that tracks promises from made to delivered, and brings what needs you to your AI before you ask — every item linked to its source. Read the full answer on our Why not just connect your AI? page.
Yes — that's one of the clearest uses of artifacts. Drop in your competitive battlecards, pricing and packaging docs, objection-handling guides, product one-pagers, and case studies, and Plays read them whenever they're relevant: outreach uses your real messaging, replies quote real pricing, and meeting prep briefs you from the battlecard combined with the deal's actual history. The content stays on your machine like everything else Actioner stores. No rollout, no LMS — drag the docs in yourself. Read more on our Enablement page.
Those tools add AI to their own interface, meaning another dashboard, another app. Actioner does the opposite: it builds the intelligence layer and surfaces it inside your AI, where you already think, write, and plan. You still work in your AI, not another dashboard — and your data stays on your own machine, captured and stored locally rather than in their cloud.
Actioner connects directly to Google and Microsoft to capture your emails and calendar events, and to third-party tools — like meeting notetakers and CRMs — through their MCP connectors. Everything it captures is processed and stored on your own machine.
Your customer data is captured, processed, and stored locally by the Actioner desktop app on your own machine — not on our servers. Your AI reaches it over an MCP connection scoped to your own access, so it only ever sees what you can see. Data is encrypted at rest and in transit, and no customer data is ever used for AI model training. Learn more on our security page.