Project Desk
A project manager for IT service businesses and consultants. It watches your intake and client inbox, keeps a packet for every open project from quote to paid invoice, and drafts every client message for you to approve.
What it does
- Watches your intake and client inbox
- Keeps a packet for every open project from quote to paid invoice
- Drafts every client message for you to approve
In the creator’s own words.
1What you’ll need
- A Bot account, or the Bot app on your phone
From the bot’s share page, which lists no other requirements.
Avoid sharing passwords, keys or private personal data.
2Set it up
Summary from the bot’s share page:
- Open Project Desk’s share page with Open in Bot.
- Add Project Desk in Bot.
- Start a chat with Project Desk, then review what it produces and check any factual claims.
The creator’s post on X may have more detail.
3Use it
Shared by Andy Halvorsen. Open it in Bot to start using it.