Customer work has a thousand inputs. Give it one habit.

Morning — it already ran

A scheduled task in Claude runs the Actioner play before you sit down: it processes everything since the last run — the emails that arrived overnight, yesterday's late meeting, the reply you sent at 9pm — and creates, updates, and retires action items across the box. Then it pings you where you'll see it: Email or Slack, with the shape of your day and a link into Claude.

The notification is optional. The box is updated either way.

You work the queue

Open any Claude session and type /actioner. The box appears in the thread — refreshed first, so it reflects everything up to this second. Then you go item by item, making calls, not doing research:

• The primary button is the move itself — Follow up, Nudge, Send recap. One click runs the Play: context pulled from your graph, draft written in your voice, waiting for your review. Reshape it by typing — "make it warmer" — then send. Nothing sends itself.
• Mark as done — handled it from your phone already? The queue catches up.
• Dismiss — not relevant? Gone, and the box learns what you consider noise.
• Snooze — real, but not today. The item moves to Later and comes back when it matters.

Before a call, scope it: /actioner acme shows just that company's items — same refresh, one account.

The box keeps itself

You don't groom this list. As conversations happen, the box maintains itself: the reply you send retires its item; the customer's answer creates a new one; a promise made on this morning's call lands in Waiting for with its due date attached.

And Waiting for watches so you don't — when a commitment's date gets near, the item moves into Next with the nudge ready to run. The action you take becomes the next signal.

The CRM catches up to reality

Actioner has been comparing what actually happened on your deals against what Salesforce or HubSpot says — drift is detected on its own, and drifted deals surface as items in the box. When you're ready, run /actioner update crm: you get the proposed changes field by field, each with the exact quote behind it.

Edit any value, approve what's right, and the write goes through your own CRM connector. Nothing is written without your explicit approval — by design, not by policy.

Walk into pipeline review with receipts

Before the weekly pipeline review, run the prep. You get a private dossier: every deal, what happened this week with evidence links, the candid read on momentum and risk, and the questions your manager is likely to ask — each with a grounded answer you can give with a straight face.

Five minutes to skim; nobody audits how you prepared.