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AI workspace for anyone who owns a book of business — call prep, account health, email drafts, meeting notes, and portfolio analytics, wired to your CRM and tools.
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Replace all manual file editing instructions with Cowork prompts
a7c777eView on GitHubFix Discord setup steps to match official plugin process
7c0df9aView on GitHubClarify Cowork is complete setup, Claude Code is optional extra
fbf60f6View on GitHubRemove manual analytics ID entry, simplify to connector-based lookup
491eef7View on GitHubBroaden scope, fix field name placeholders, update account setup flow
f584e46View on GitHub