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Built on Claude · Powers Action Box

Your best moves, ready to run — when you say go.

A play is a move you make over and over — the nudge, the meeting prep, the check-in when a deal goes quiet. Actioner turns those moves into something you run in one click: it knows your customer data, pulls exactly what it needs, and drafts the work — in your voice. You review and send. Nothing leaves without your say-so.

You know this move. Here it is, automated.

Take the nudge — reminding a customer or teammate about a commitment they've made. You do it constantly. Here's the play: click once, and Actioner finds the open commitment and the right contact in your data, then drafts the reminder in the right tone. You review and send.

1
You click Nudge
On an action item, or just ask for it in Claude.
2
The play pulls the context
The commitment, the contact, the history — straight from your Actioner data.
3
You get a ready draft
Reminder written and waiting. Review, tweak, send.
A
Action item
Dana hasn't sent the security doc
Acme Corp Committed Jun 20 5 days overdue
Draft · via Nudge play

To: dana@acme.com

Hi Dana, following up on the security questionnaire you mentioned on the 20th — no rush, just keeping it on your radar so it doesn't slip before our review next week.

Happy to jump on a quick call if that's easier. Thanks!

Useful the moment you turn it on

Actioner ships with the plays reps run most — no setup, no prompt-writing. Use them as-is, or make them yours.

🔔

Nudge

Draft a reminder about an outstanding commitment — to a customer or a teammate — in the right tone.

📋

Meeting prep

Pull CRM, email, tickets, and past-meeting context into a briefing before every call.

Meeting recap

Turn the transcript into a structured recap and a ready-to-send follow-up email.

📉

Quiet-deal check-in

Spot a deal that's gone dark and draft the right re-engagement outreach.

💚

Account health check

Summarize where an account stands — engagement, risks, open items — on demand.

Open commitments

Round up what you or your team promised and haven't closed out.

A
Edit the Nudge play
For enterprise accounts, keep the nudge formal, always mention the renewal date, and CC the account team.
Done — updated the Nudge play.
+ Enterprise accounts: formal tone
+ Always reference the renewal date
+ CC the assigned account team
It'll apply the next time you run Nudge on an enterprise account.

The same moves — run the way you run them

Everyone runs their plays a little differently. So every play is editable. Tell it your tone, what to always include, what to never say, which accounts get the white-glove version. You describe the change in plain language — no code, no prompt engineering.

🎛
Set the tone
Warm, direct, formal — the nudge should sound like you, not a template.
📌
Add your guardrails
Always mention the renewal date; never reference pricing; loop in the CSM on enterprise accounts.
💬
Edit in plain language
Describe the change to Claude the way you'd brief a teammate — Actioner updates the play.

Capture the perfect move once

The value compounds two ways.

📝

Say it once, run it forever

You've figured out the right way to write that nudge or prep that call. A play captures it — so you never retype a long prompt or re-explain context again. The expertise lives in the play, not in your memory.

🔍

The data's already there

A play knows how to pull exactly the customer data it needs, every time. No gathering, no copy-paste, no "let me grab the account details first." The right context is in place before the work starts.

"The difference between a blank prompt and a play is everything you'd otherwise have to remember and retype."

Your plays are wherever the work happens

📦

In Action Box

Every action button on an action item runs a play. That's why the buttons feel smart — and because plays are editable, you control what each one does.

See Action Box →
💬

In Claude, anytime

Ask for a play by name in any Actioner conversation and it runs on the spot — same play, same data access, same result.

Simple underneath, too

Plays are built on Claude and available anywhere Actioner is connected. Each play has direct, read access to your Actioner data store, so it pulls the exact records it needs — and it can act through your connected tools to draft the email, update the deal, or post the update. If you've used skills in Claude, plays are the customer-work version — with your data built in.

Knows your data
Direct access to your Actioner data store for precise, up-to-date context.
Takes action
Works through your connected tools, not just read-only summaries.
Yours to shape
Actioner's built-in plays plus the ones you create, all available as tools.

Turn your best moves into plays that run when you say go

Free to start · Built-in plays included · Create your own anytime