Actioner runs as a desktop app that brings your email, calendar, and meetings to the AI you already use. Here's the whole setup, start to finish — no API keys, no configuration.
Get Actioner for Mac or Windows and run the installer. Once it's in, Actioner lives in your menu bar and system tray — always on hand, never in your way.
Click the Actioner tray icon and choose “Setup Actioner.” A step-by-step wizard walks you through everything that follows — no config files, no terminal, no API keys to paste.
Link Google or Microsoft. Actioner immediately starts processing your emails and calendar events into customer context — all on your own device, nothing sent anywhere. No data entry, no CSV uploads.
Add Actioner as an MCP connector in Claude (web or desktop) or in ChatGPT — or in both. This is the link that lets your AI answer with everything Actioner has organized about your customers.
Hook up your meeting notetaker so call transcripts flow in automatically. Every conversation makes your prep sharper and your recaps more complete.
Your AI answers with context pulled from every email, meeting, and deal — no dashboard to dig through.
Follow-ups that reference real conversations and address what was actually said.
Surfaces who's waiting on a reply and which deals are drifting, before they go cold.
You're set up. Here's how to run your day →
Actioner processes and stores your data locally on your machine — your emails and calendar entries are never sent to Actioner. They reach your AI only when you ask it something, over your own Claude or ChatGPT account.
Your customer context is built and kept on your own device.
No emails, transcripts, or customer data on an Actioner backend.
Your data is used to help you — never to train AI models.
Yes — the AI you chat with is your own Claude or ChatGPT, connected to Actioner over MCP in step 4. With Claude you can use the web app, the desktop app, or both.
Download Actioner, run the wizard, and you'll be answering with full context in one sitting.