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Instead of sending separate links, create tasks with meeting request actions using HS calendar links. Multiple meeting links can be stored in team profiles for different cases and durations. Link is pulled for each new project, based on the organizer’s role and meeting type.
Keep other teams in the loop by sending messages straight into the Slack channels automatically when tasks are completed, forms submitted, or meetings scheduled in Slack. Mention people or role and use dynamic variables to make every message relevant without needing to edit.
Last year we worked hard to build powerful automations for B2B customer onboarding. Time to refresh our site and show how ScopeCX does the job, helps companies scale, and why our customers love having Scope powering their growth. scope.cx
Forget about sending separate links. Create a task with a meeting request action in Scope, and we will save your team time by automatically pulling the meeting organizer’s Calendly link, notifying and reminding the customer, and closing the task once the meeting is booked.
Mapping fields in Scope to fields in Jira can save you time because it removes the need to manually create or update issues. Scope automatically trigger Jira issue creation whenever a mapped field is updated.
Stop wasting time manually updating Jira tasks. Dynamic variables of fields and custom fields in descriptions, tasks stay synced and always up-to-date - even after creation. Once templated, description remains accurate at all times. #Productivity #Jira
Do you need to involve your product team in an onboarding task? Add a task to your onboarding template, specifying whether they should be automatically pushed to Jira when a new project is created or specific fields are updated. And let automation handle the rest.
Automatically update project and company fields when tasks are closed, progress changes, blockers appear, or deadlines are missed. Use any project data to extract insights, summarize current status, or capture key details — and save them directly into your defined fields.
Use AI Autofills to summarize or classify answers from submitted forms into project or company properties. You choose which prompt to run, which form to apply it to, and where the results should be saved.
Built-in testing tool allows you to review and refine prompts for Summaries, Autofills or Action Items. Run your prompt on past projects or submitted forms, review the output, and adjust until it works exactly as expected.
Project summaries stays up to date automatically. It refreshes every time something changes in the project. It customizable for different project types / use cases and can be synced to HubSpot.
Scope assistant detects out-of-office responses across all communication channels. It accurately identifies the specific dates someone will be unavailable, updates this information in real-time, and notifies your team - completely hands-free and fully automated. #AIassistant
Scope AI Assistant automatically recognizes questions in communication and marks tasks as "Waiting for response" from your team or customer. It allows to configure different reminder flows for informational and questionable messages. #AIassistant #AI #Productivity
Scope’s AI Assistant makes it easy to turn any message in chat into clear, well-defined action items. It analyzes the message and context to generate relevant action items. Just one click instead of copy-pasting or rewriting. #AIassistant #AI #Productivity
Facilitate smooth onboarding task handoffs with internal-only tasks & messages: Introducing hidden / internal-only tasks, messages & fields to consolidate internal collaboration into your customer onboarding projects. scope.scope.page/d/O0yPB8N4
🤝Collaborate with your customers as easily as you do within your company. 📂 Create branded white-labeled Customer Facing Portal and organize onboarding project plan, documentation and chats in one hub. Create space for free and schedule a demo-call scope.ws/customers-onbo…
Today we launched scope.ws. Workspace where your projects, documents and chats live together. The fusion of project management tools, contextual chats, and robust document management enables you to seamlessly collaborate with team members, customers and vendors
We are building Scope with one very important goal in mind: to remove any friction in project collaboration. Be one of the first to use Scope 👉 scope.ws/sign-up
Maintainers has arrived! Now you can assign responsible teams or individuals to specific sections of your knowledge base. By implementing this system, you can ensure that your documentation remains accurate and up to date, benefiting your team. #documentation #projectmanagement
📋 With "Publish List" and "Publish Document" features you have the ability to share your projects and documents globally with ease. When you need to securely share something with your customers -customize your sharing to specific email addresses or domains.
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