Does DoMyWork actually execute tasks in Accelo?

Yes. Unlike co-pilots that only suggest actions, DoMyWork executes the work directly in Accelo and your other apps based on your instructions.

How is this different from native Accelo AI?

Native Accelo AI is often limited to within the platform. DoMyWork connects Accelo to 1,500+ other apps, allowing for true cross-platform execution.

How does this compare to Zapier for Accelo?

Zapier requires you to build rigid, step-by-step logic. With DoMyWork, you simply describe the task in plain English and the agent handles the execution.

Can the agent monitor my Accelo account 24/7?

Yes, our autopilot feature allows the agent to watch for specific triggers in Accelo and act on them instantly, without you needing to be involved.

Is my data safe with DoMyWork?

We prioritise security and only access the data required to complete the specific tasks you assign to the agent.

Can I connect Accelo to my other business tools?

Absolutely. You can connect Accelo to your CRM, accounting software, communication tools, and more to create a unified workflow.

AI Agent for Accelo

Manage your client work, billable hours, and project updates automatically. DoMyWork AI agents work with Accelo and 1,500+ apps to turn service delivery into profit.

Summarise the last week of billable hours in Accelo

Create a new project in Accelo from this email

Find projects in Accelo missing a budget

Update client status in Accelo based on Slack

Draft an invoice for completed Accelo tasks

Sync new Accelo contacts to my CRM

Agent for

Accelo

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your client service data into resolved business actions

Summarise project health, fix missing time entries, update client records, and sync billing data.

Weekly billable report generated

Find every project missing a budget or deadline

"Check all active projects in Accelo, identify those without a set budget or end date, and list them in a Google Sheet for me to review."

Send Message

Clean up duplicate client records

"Search for duplicate company names in Accelo and merge the redundant records into the primary one."

Send Message

Summarise staff capacity for this month

"Analyse team billable hours in Accelo and tell me who is over-allocated for the next four weeks."

Send Message

Update project statuses from my notes

"Read my last few Slack messages about project delays and update the corresponding Accelo project statuses."

Send Message

Export monthly service reports

"Generate a summary of all completed tickets in Accelo for the last month and email it to me."

Send Message

Got a different task in mind? Describe it

Send Message

Draft follow-up emails for stalled projects

"Identify projects in Accelo that haven't had an update in 10 days and draft a friendly check-in email for each client."

Send Message

Prepare for client meetings

"Pull a report of all recent activity and open tickets for this client from Accelo."

Send Message

Log client feedback from your inbox

"Find recent emails from clients about project satisfaction and add them as notes to the relevant Accelo record."

Send Message

Identify upsell opportunities

"Look for clients in Accelo approaching their project budget limit and suggest a follow-up conversation."

Send Message

Confirm billing milestones

"Check which projects have reached the final phase in Accelo and notify the finance team."

Send Message

Got a different task in mind? Describe it

Send Message

Reassign tasks from unavailable staff

"Look at my team's calendar and move any tasks in Accelo assigned to people on leave."

Send Message

Identify tasks hitting their deadline today

"List all tasks in Accelo due by end-of-day and highlight those not yet marked as in-progress."

Send Message

Summarise project risks

"Scan recent project notes in Accelo for keywords like 'risk' or 'delayed' and create a summary report."

Send Message

Update task progress from team updates

"Read the latest team status updates in Slack and update the percentage complete for their Accelo tasks."

Send Message

Close out completed projects

"Find projects in Accelo marked as 'Finished' but not yet 'Closed' and update their status."

Send Message

Got a different task in mind? Describe it

Send Message

Review unbilled time entries

"Find all billable hours in Accelo from last month that haven't been invoiced yet."

Send Message

Reconcile project costs

"Compare the actual hours logged in Accelo against the estimated budget for all projects."

Send Message

Flag low-margin projects

"Calculate the profit margin for completed projects in Accelo and highlight those below 20%."

Send Message

Update invoice statuses

"Check my accounting software for paid invoices and mark the corresponding Accelo projects as paid."

Send Message

Prepare end-of-month billing summary

"Collate all billable activities from Accelo into a single summary for our finance system."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Accelo AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Accelo AI Agent

🛸 Autopilot

Act on your client service data the moment it changes — with agents on autopilot

The agents work across your apps 24/7.

They catch new project updates, billing triggers, and client requests to keep your operations moving.

Setting up an autopilot is too easy

New project is created in Accelo

Describe...

1. Flag projects that go over budget

WhenProject is updated in Accelo

Then

Check if the new total cost exceeds the budget, and if so, alert the project manager in Slack.

Put on Autopilot

2. Notify team of new client inquiries

WhenNew request is received in Accelo

Then

Summarise the request and post it to the relevant department channel in Slack.

Put on Autopilot

3. Weekly project health digest

WhenEvery Monday at 09:00 AM

Then

Summarise all active projects and send a health report to the leadership team.

Put on Autopilot

4. Detect abandoned projects

WhenProject is updated in Accelo

Then

If a project has no activity for 14 days, flag it for review.

Put on Autopilot

5. Auto-sync new client contacts

WhenNew contact is created in Accelo

Then

Add the contact to our main CRM for marketing outreach.

Put on Autopilot

1. Send instant project milestone updates

WhenMilestone is completed in Accelo

Then

Draft a confirmation email to the client and save it in Gmail.

Put on Autopilot

2. Alert on negative client feedback

WhenNew note is added in Accelo

Then

If the note contains negative sentiment, ping the account lead in Slack.

Put on Autopilot

3. Follow up on invoice delays

WhenInvoice is overdue in Accelo

Then

Send a polite reminder to the client contact.

Put on Autopilot

4. Update client on project delays

WhenProject is updated in Accelo

Then

If the deadline shifts, draft an update email for the client.

Put on Autopilot

5. Celebrate project completion

WhenProject is completed in Accelo

Then

Send a thank-you note to the client.

Put on Autopilot

1. Reassign tasks when staff are busy

WhenTask is created in Accelo

Then

Check the assignee's capacity; if over 40 hours, assign to a junior team member.

Put on Autopilot

2. Daily task priority check

WhenEvery day at 08:00 AM

Then

List all tasks due today and post the top 3 priorities to the team channel.

Put on Autopilot

3. Track time entry compliance

WhenTask is completed in Accelo

Then

If no time was logged for this task, ping the user to log their hours.

Put on Autopilot

4. Escalate high-priority bugs

WhenNew issue is created in Accelo

Then

If marked high priority, notify the engineering lead immediately.

Put on Autopilot

5. Update status for external stakeholders

WhenProject is updated in Accelo

Then

Sync the status change to our public project portal.

Put on Autopilot

1. Sync billing data to accounting

WhenInvoice is created in Accelo

Then

Create a draft invoice in Xero with the same line items.

Put on Autopilot

2. Flag high-value projects for review

WhenNew project is created in Accelo

Then

If the budget is over $50k, alert the finance director.

Put on Autopilot

3. Monthly revenue forecast update

WhenEvery 1st of the month

Then

Pull all closed-won project values and update the spreadsheet.

Put on Autopilot

4. Audit expense reporting

WhenExpense is added in Accelo

Then

Check against the project budget and flag if it exceeds the limit.

Put on Autopilot

5. Notify on payment received

WhenPayment is received in Accelo

Then

Update the project record and notify the account manager.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Accelo

When

Select

2. Describe the task to agent

Put on Autopilot

Playbooks

Turn any repetitive process into a
click-to-complete workflow.

Collect inputs through forms, run AI agents on the spot — all on one page.

Project Health Audit Playbook

FormCollect data with form

1. Enter Project Criteria

Enter Project Criteria

Fill fields below 👇

Status *

Date Range *

AI AgentExecute agent from playbook

2. Analyse Data

Agent

Analyse Accelo projects for {{Status}} and {{Date Range}} against budget.

Complete in a clickSend data to 1500+ apps

3. Generate Report

Add RowinGoogle Sheets

4. Post Summary

Send MessageinSlack

Project Health Audit Playbook

Run to identify at-risk projects.

Clone This Playbook

Client Onboarding Playbook

Standardise new client setup.

Clone This Playbook

Resource Allocation Playbook

Balance team workloads.

Clone This Playbook

Vendor Setup Playbook

Onboard new service vendors.

Clone This Playbook

Quarterly Review Playbook

Prepare for team reviews.

Clone This Playbook

Client Check-in Playbook

Automate client touchpoints.

Clone This Playbook

Upsell Pitch Playbook

Identify growth opportunities.

Clone This Playbook

Renewal Prep Playbook

Prepare for contract renewal.

Clone This Playbook

Client Issue Escalation Playbook

Handle client complaints.

Clone This Playbook

Meeting Prep Playbook

Prepare for client meetings.

Clone This Playbook

Task Delegation Playbook

Distribute project tasks.

Clone This Playbook

Deadline Risk Playbook

Identify at-risk deadlines.

Clone This Playbook

Project Closure Playbook

Finalise project tasks.

Clone This Playbook

Budget Tracking Playbook

Monitor project spend.

Clone This Playbook

Team Status Playbook

Collect status updates.

Clone This Playbook

Invoice Generation Playbook

Automate billing.

Clone This Playbook

Expense Audit Playbook

Verify project expenses.

Clone This Playbook

Margin Analysis Playbook

Analyse project profitability.

Clone This Playbook

Revenue Recognition Playbook

Manage revenue recognition.

Clone This Playbook

Payment Reconciliation Playbook

Reconcile payments.

Clone This Playbook

1500+ App Integrations

Connect Accelo + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Manychat

Freshworks CRM (Freshsales Suite)

TikTok Lead Generation

Salesforce Marketing Cloud

RSS

Builderall Mailingboss

Facebook Custom Audiences

FastField Mobile Forms

Thrive Themes (Thrive Automator)

Instagram for business

Microsoft Dynamics 365 CRM

Google Search Console

QuickEmailVerification

Ora

CalendarHero (Zoom.ai)

CompanyCam (In Review)

Adobe Commerce (Magento)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Katana Cloud Manufacturing

Brilliant Directories

Wix

You Need A Budget (YNAB)

Accredible Credential

Cisco Webex (Meetings)

Box

GREEN-API (In Review)

Clio Grow

Facebook Ads Management And Insights

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

PDF Export by PDFCrowd

Lob

Forminit (Getform.io)

Vooplayer - ( Spotlightr )

Instabot: Chatbot Platform

The Course Creator's Kit

Really Simple Systems CRM

SMS Online Live Support

SolarWinds Service Desk

Eko

Manifestly Checklists

Tango Card (Under Review)

Unsplash (Under Review)

Sempico Solutions SMS

WhatsApp Blast, APIs & CRM by WAToolsonline

Planyo Online Booking

PagePixels Screenshots

NioLeads

Xoal

PostGrid Print and Mail

Crypto Valley Journal

Projekly – Project Management, CRM, HR & Invo

Google Photos(Under Review)

8x8

Email List Validation

BPC

LinkupAPI for LinkedIn

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

ReachStream Email Verifier

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New project is created in Accelo

Then

Recurring Work on autopilot

Autopilot

Client Onboarding

Enter client details

Create Accelo project

Send welcome email

Repetitive Processes in 1 click

Playbooks

Why DoMyWork

Most Tools Call Themselves Agents.
Few Actually Are.

Capability	DoMyWork AI agent + execution	Claude Code Agentic dev CLI	Anthropic Cowork Desktop file agent	Zapier / Make / n8n Rule-based automation	ChatGPT + Copilot General AI assistants
	Getting Started
Instant To Start, No Setup			App Install Needed	Flows Must Be Built First
No Pre-Mapping Needed				Every Field Must Be Mapped
No Technical Skills Needed		Terminal, Scripts, Infra		Gets Complex Fast
	Reach & Execution
Built-In App Connections	1500+ Apps	Manual Config	Via Connectors Only	Each Needs Its Own Flow	Own Ecosystem Only
Web Research & Scraping	Built-In, No Extra Setup				Not Automation-Grade
	Intelligence
Reasons Through Edge Cases					Reasons, Rarely Acts
Scheduled Tasks					Limited Support
Single Prompt, Multi-App				Each App Pair Needs Own Flow	Conversation-Scoped Only

Agent for

Accelo

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Accelo AI Agent

An AI agent for Accelo is a tool that connects to your account to execute tasks like project updates, time entry management, and client communication automatically.

Give It a Task.
Watch It Get Done.

Type in your task. The agent accesses your apps, reasons through the data, executes across your stack, and comes back with results.

👇 Tell the AI agent what to do

Run My Agent Free

AI Agent for Accelo

Turn your client service data into resolved business actions

Find every project missing a budget or deadline

Clean up duplicate client records

Summarise staff capacity for this month

Update project statuses from my notes

Export monthly service reports

Got a different task in mind? Describe it

Draft follow-up emails for stalled projects

Prepare for client meetings

Log client feedback from your inbox

Identify upsell opportunities

Confirm billing milestones

Got a different task in mind? Describe it

Reassign tasks from unavailable staff

Identify tasks hitting their deadline today

Summarise project risks

Update task progress from team updates

Close out completed projects

Got a different task in mind? Describe it

Review unbilled time entries

Reconcile project costs

Flag low-margin projects

Update invoice statuses

Prepare end-of-month billing summary

Got a different task in mind? Describe it

How Does a Accelo AI Agent Work

Act on your client service data the moment it changes — with agents on autopilot

1. Flag projects that go over budget

2. Notify team of new client inquiries

3. Weekly project health digest

4. Detect abandoned projects

5. Auto-sync new client contacts

1. Send instant project milestone updates

2. Alert on negative client feedback

3. Follow up on invoice delays

4. Update client on project delays

5. Celebrate project completion

1. Reassign tasks when staff are busy

2. Daily task priority check

3. Track time entry compliance

4. Escalate high-priority bugs

5. Update status for external stakeholders

1. Sync billing data to accounting

2. Flag high-value projects for review

3. Monthly revenue forecast update

4. Audit expense reporting

5. Notify on payment received

Playbooks

Turn any repetitive process into a click-to-complete workflow.

What are playbooks?

Project Health Audit Playbook

Client Onboarding Playbook

Resource Allocation Playbook

Vendor Setup Playbook

Quarterly Review Playbook

Client Check-in Playbook

Upsell Pitch Playbook

Renewal Prep Playbook

Client Issue Escalation Playbook

Meeting Prep Playbook

Task Delegation Playbook

Deadline Risk Playbook

Project Closure Playbook

Budget Tracking Playbook

Team Status Playbook

Invoice Generation Playbook

Expense Audit Playbook

Margin Analysis Playbook

Revenue Recognition Playbook

Payment Reconciliation Playbook

Connect Accelo + Your Favourite Apps With AI Agents

Automate any manual work with AI Agents

One-off tasks in one message

Recurring Work on autopilot

Repetitive Processes in 1 click

Most Tools Call Themselves Agents. Few Actually Are.

Questions About Accelo AI Agent

Turn any repetitive process into a
click-to-complete workflow.

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Accelo AI Agent