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PROTOTYPE - Data stored locally in your browser and may be lost. Backup Now | Production Requirements
operato
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Task Details

Recurring Task Templates


Create New Template

Add New Lead

Why was this lead lost?

Select a reason or enter a custom one. This helps track patterns.

Convert Lead to Client

This lead will be marked as Won and a new client will be created.

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Import Leads from CSV

Expected columns: business_name, contact_name, email, phone, service_interest, budget, source, notes

Import Backup

🍪 This app stores data in your browser's localStorage. No data is sent to external servers except when using AI features (Anthropic API). Manage Data

AI Assistant

Ask me anything about your agency, clients, or campaigns.
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⌨ Keyboard Shortcuts

Practice Mode

Press the shortcut for:
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Notifications

Add Widget

Import Data

Click to upload or drag & drop
CSV files supported (max 5MB)

Add Goal

Invite Team Member

Schedule Meeting

to

Creative Detail

Add Competitor

Paste the full Ad Library URL — page ID will be extracted automatically
\uD83D\uDCA1 Google Ads Transparency will automatically use this domain to find competitor Google Ads

Add Competitor Ad

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Agency OS AI
● Online · Live data