Does the Clinked agent actually execute tasks?

Yes. Unlike a copilot that only suggests actions, the Clinked agent executes tasks directly across your connected apps, such as moving files or updating project statuses.

How is this different from native Clinked AI?

Native AI features in Clinked are limited to the platform itself. DoMyWork agents connect Clinked to 1,500+ other apps, executing multi-step workflows beyond the portal.

How does this compare to Zapier for Clinked?

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

Can the agent monitor my Clinked portals autonomously?

Yes. You can set up agents on autopilot to watch for new file uploads, comments, or task changes and trigger specific actions instantly.

Is my Clinked data safe?

DoMyWork prioritises security. We act as an execution layer for your tasks and do not store your sensitive client data permanently.

Can the agent connect Clinked to multiple apps at once?

Absolutely. You can instruct the agent to pull data from Clinked, process it with AI, and push the results to your CRM, Slack, and email all in one go.

AI Agent for Clinked

Organise client files, track project tasks, and share updates across your portals automatically. DoMyWork AI agents work with Clinked and 1,500+ apps to keep your client collaboration seamless.

Summarise the latest files uploaded to the marketing portal

Find tasks due this week and post them to my calendar

Draft a status update for the active client projects

Move all files from the 'Pending' folder to 'Approved'

Check for comments in Clinked and notify me in Slack

Create a new project folder for the incoming client lead

Agent for

Clinked

A Product by

Trusted by

42,000+ businesses worldwide

Certified

💬 Chat with agent

Turn your client portal data into resolved project actions

Summarise file uploads, track task deadlines, draft client updates, and sync project notes.

3 new files summarised in Slack

Catch up on every task that missed its deadline last week

"Check my Clinked projects for tasks due last week that are still open. List them by client and draft an email in Gmail asking for an update on each."

Send Message

Consolidate feedback from multiple client portals

"Find all unread comments in my Clinked portals and compile them into a single report for my team in Slack."

Send Message

Find files that haven't been sorted into project folders

"Scan the root directory of my portals for unsorted files and move them to their respective client folders."

Send Message

Check project status against the master spreadsheet

"Compare the status of active projects in Clinked with my Google Sheet and flag any discrepancies."

Send Message

Archive completed project materials

"Identify all projects marked 'Complete' in Clinked and move their associated files to the 'Archive' portal."

Send Message

Got a different task in mind? Describe it

Send Message

Summarise recent file activity for client check-ins

"Pull the last 5 files uploaded by each client in Clinked and draft a summary email for my weekly check-in."

Send Message

Identify clients who haven't logged in recently

"Check user activity logs in Clinked and list clients who haven't accessed their portal in 14 days."

Send Message

Draft responses to client queries

"Read the latest client questions in Clinked and draft professional responses in Gmail for my review."

Send Message

Prepare a monthly project progress report

"Gather all completed tasks from Clinked for the last month and format them into a PDF report."

Send Message

Flag urgent client requests

"Scan new comments for keywords like 'urgent' or 'asap' and alert me immediately in Slack."

Send Message

Got a different task in mind? Describe it

Send Message

Review project profitability across all portals

"Extract time-tracking data from Clinked and compare it against project budgets in my accounting software."

Send Message

Identify high-performing client accounts

"Analyse portal activity to find clients with the most engagement and draft a thank-you note for each."

Send Message

Spot projects that are at risk of delay

"Review task progress across all portals and highlight projects where more than 50% of tasks are behind schedule."

Send Message

Compile a summary of new business opportunities

"Extract client requests for new services from Clinked comments and add them to my CRM."

Send Message

Check the health of all active client relationships

"Review recent activity and sentiment in client portals to identify accounts needing a personal call."

Send Message

Got a different task in mind? Describe it

Send Message

Standardise file naming conventions across portals

"Scan all files in Clinked and rename any that don't match our 'YYYY-MM-DD-Client-Name' format."

Send Message

Audit portal access permissions

"List all users with access to our Clinked portals and flag anyone who hasn't been active in 30 days."

Send Message

Clean up duplicate files

"Identify duplicate files across Clinked portals and remove the older versions to save space."

Send Message

Sync project milestones to the team calendar

"Extract all project milestones from Clinked and add them to our shared team Google Calendar."

Send Message

Backup portal data to cloud storage

"Download all new files from Clinked and save them to our Google Drive backup folder."

Send Message

Got a different task in mind? Describe it

Send Message

How Does a Clinked AI Agent Work

Connect Your Apps

Type Your Task

Agent Executes & Reports Back

See it in action

Try Clinked AI Agent

🛸 Autopilot

Act on client updates the moment they arrive — with agents on autopilot

The agents work across your apps 24/7.

They catch new files, comments, and project changes, ensuring nothing slips through the cracks.

Setting up an autopilot is too easy

New file is uploaded in Clinked

Describe...

1. Notify the team when a client uploads a new file

WhenNew file is uploaded in Clinked

Then

Read the file name, check the project folder, and post a summary to the relevant Slack channel.

Put on Autopilot

2. Assign tasks as soon as they are created

WhenNew task is created in Clinked

Then

Check the task description, identify the project owner, and assign the task to them in the project tracker.

Put on Autopilot

3. Update project status on every milestone completion

WhenTask is completed in Clinked

Then

Check if this was the final task for the phase and update the project status in the master sheet.

Put on Autopilot

4. Send a weekly project summary every Monday

WhenEvery Monday at 09:00 AM

Then

Gather all completed tasks from the previous week in Clinked and email a summary to the client.

Put on Autopilot

5. Escalate urgent client comments

WhenNew comment is posted in Clinked

Then

Analyse the comment for urgency and ping the project lead in Slack if it requires immediate attention.

Put on Autopilot

1. Welcome new clients automatically

WhenNew member is added to portal in Clinked

Then

Send a personalised welcome email via Gmail with links to their project portal.

Put on Autopilot

2. Track client feedback in real-time

WhenNew comment is posted in Clinked

Then

Categorise the feedback as 'Positive', 'Neutral', or 'Negative' and log it in a spreadsheet.

Put on Autopilot

3. Remind clients of pending approvals

WhenEvery day at 10:00 AM

Then

Identify files awaiting client approval in Clinked and send a polite reminder email if it's been 48 hours.

Put on Autopilot

4. Log client meetings from portal notes

WhenNew note is created in Clinked

Then

Extract action items from the note and add them to the client's task list.

Put on Autopilot

5. Alert on inactivity

WhenEvery Monday at 08:00 AM

Then

Check for clients who haven't logged into Clinked for 7 days and draft a 'checking in' email.

Put on Autopilot

1. Track new project requests

WhenNew note is created in Clinked

Then

Scan for keywords related to new work and add a summary to the sales pipeline.

Put on Autopilot

2. Monitor project budget health

WhenTask is completed in Clinked

Then

Compare the time spent on the task against the budget and alert if it exceeds the limit.

Put on Autopilot

3. Celebrate project completions

WhenProject status is changed to 'Complete' in Clinked

Then

Post a celebratory message in the company Slack channel with the project name and client.

Put on Autopilot

4. Summarise portal activity for leadership

WhenEvery Friday at 04:00 PM

Then

Compile a weekly report of all new files and comments across all portals and email it to the partners.

Put on Autopilot

5. Detect potential churn

WhenEvery month on the 1st

Then

Check for clients with declining portal activity and flag them for a personal outreach.

Put on Autopilot

1. Sync new portal files to cloud storage

WhenNew file is uploaded in Clinked

Then

Copy the file to the corresponding folder in Google Drive for backup.

Put on Autopilot

2. Standardise file names

WhenNew file is uploaded in Clinked

Then

Rename the file to match our internal naming convention before it is processed.

Put on Autopilot

3. Clean up temporary files

WhenEvery Sunday at 11:00 PM

Then

Delete files older than 30 days in the 'Temp' folder to maintain portal hygiene.

Put on Autopilot

4. Update user access lists

WhenNew member is added to portal in Clinked

Then

Add the new user to our internal security spreadsheet.

Put on Autopilot

5. Report on storage usage

WhenEvery month on the 1st

Then

Calculate total storage used across all portals and email an alert if we are near the limit.

Put on Autopilot

Build your own autopilot

Set the trigger. Describe the action. Done.

1. Select when agent is executed

App

Clinked

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 Kickoff Playbook

FormCollect data with form

1. Enter project details

Enter project details

Fill fields below 👇

Client Name *

Project Type *

Complete in a clickSend data to 1500+ apps

2. Create portal folders

Create FolderinClinked

AI AgentExecute agent from playbook

3. Generate task list

Agent

Create a standard task list for a {{Project Type}} project.

4. Add tasks to Clinked

Create TaskinClinked

Project Kickoff Playbook

Sets up folders and tasks for a new project.

Clone This Playbook

Client Feedback Playbook

Processes feedback and updates tasks.

Clone This Playbook

Status Report Playbook

Compiles project status for clients.

Clone This Playbook

File Cleanup Playbook

Organises files in the portal.

Clone This Playbook

Resource Allocation Playbook

Assigns team members to tasks.

Clone This Playbook

Client Onboarding Playbook

Welcomes new clients to the portal.

Clone This Playbook

Check-in Preparation Playbook

Prepares for client meetings.

Clone This Playbook

Renewal Playbook

Manages contract renewals.

Clone This Playbook

Feedback Loop Playbook

Collects and acts on feedback.

Clone This Playbook

Offboarding Playbook

Handles client offboarding.

Clone This Playbook

Profitability Review Playbook

Analyses project margins.

Clone This Playbook

Strategy Alignment Playbook

Aligns projects with goals.

Clone This Playbook

Client Satisfaction Playbook

Reviews client relationship health.

Clone This Playbook

Growth Opportunity Playbook

Identifies upsell opportunities.

Clone This Playbook

Risk Mitigation Playbook

Handles project risks.

Clone This Playbook

Portal Audit Playbook

Audits portal security.

Clone This Playbook

Data Backup Playbook

Backs up portal data.

Clone This Playbook

Naming Convention Playbook

Standardises file names.

Clone This Playbook

Storage Management Playbook

Manages storage usage.

Clone This Playbook

User Cleanup Playbook

Removes inactive users.

Clone This Playbook

1500+ App Integrations

Connect Clinked + Your Favourite Apps With AI Agents

Google Sheets

Webhook / API Integration

SafetyCulture (iAuditor)

Follow Up Boss

Swipe Pages

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

Adobe Commerce (Magento)

Ora

CompanyCam (In Review)

Quentn

BaseLinker

Vonage SMS API

Katana Cloud Manufacturing

CalendarHero (Zoom.ai)

Microsoft Dynamics 365 Business Central

Alchemer (SurveyGizmo)

Brilliant Directories

Wix

Accredible Credential

Box

You Need A Budget (YNAB)

Cisco Webex (Meetings)

GREEN-API (In Review)

Agolix (Assessment Generator)

The Conversion Engine

WhatsApp V3 by OnlineLiveSupport

LinkupAPI for LinkedIn

Autobound

SignWell

PDF Export by PDFCrowd

PropertyRadar

TrueReview

Cloudflare R2

Facebook Ads Management And Insights

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

Moz

WhatsApp Notifications and Alerts by SyncMate

E2B

Automate any manual work with AI Agents

One-off tasks in one message

Chat

When

New file is uploaded in Clinked

Then

Recurring Work on autopilot

Autopilot

Client Onboarding

Enter client details

Create portal folder

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

Clinked

A Product by

Trusted by

42,000+ businesses worldwide

Certified

FAQ

Questions
About Clinked AI Agent

An AI agent for Clinked is a tool that connects your Clinked portals to your other apps. It performs tasks like file management, task updates, 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 Clinked

Turn your client portal data into resolved project actions

Catch up on every task that missed its deadline last week

Consolidate feedback from multiple client portals

Find files that haven't been sorted into project folders

Check project status against the master spreadsheet

Archive completed project materials

Got a different task in mind? Describe it

Summarise recent file activity for client check-ins

Identify clients who haven't logged in recently

Draft responses to client queries

Prepare a monthly project progress report

Flag urgent client requests

Got a different task in mind? Describe it

Review project profitability across all portals

Identify high-performing client accounts

Spot projects that are at risk of delay

Compile a summary of new business opportunities

Check the health of all active client relationships

Got a different task in mind? Describe it

Standardise file naming conventions across portals

Audit portal access permissions

Clean up duplicate files

Sync project milestones to the team calendar

Backup portal data to cloud storage

Got a different task in mind? Describe it

How Does a Clinked AI Agent Work

Act on client updates the moment they arrive — with agents on autopilot

1. Notify the team when a client uploads a new file

2. Assign tasks as soon as they are created

3. Update project status on every milestone completion

4. Send a weekly project summary every Monday

5. Escalate urgent client comments

1. Welcome new clients automatically

2. Track client feedback in real-time

3. Remind clients of pending approvals

4. Log client meetings from portal notes

5. Alert on inactivity

1. Track new project requests

2. Monitor project budget health

3. Celebrate project completions

4. Summarise portal activity for leadership

5. Detect potential churn

1. Sync new portal files to cloud storage

2. Standardise file names

3. Clean up temporary files

4. Update user access lists

5. Report on storage usage

Playbooks

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

What are playbooks?

Project Kickoff Playbook

Client Feedback Playbook

Status Report Playbook

File Cleanup Playbook

Resource Allocation Playbook

Client Onboarding Playbook

Check-in Preparation Playbook

Renewal Playbook

Feedback Loop Playbook

Offboarding Playbook

Profitability Review Playbook

Strategy Alignment Playbook

Client Satisfaction Playbook

Growth Opportunity Playbook

Risk Mitigation Playbook

Portal Audit Playbook

Data Backup Playbook

Naming Convention Playbook

Storage Management Playbook

User Cleanup Playbook

Connect Clinked + 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 Clinked AI Agent

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

Most Tools Call Themselves Agents.
Few Actually Are.

Questions
About Clinked AI Agent