Checklists

Break emails into actionable steps

Turn any email card into a checklist: onboarding, refunds, and escalations as assignable subtasks, so no process ever skips a step.

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200,000+ users
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Customer Support

Onboarding - Lisa ParkONBOARDING

3 of 5 complete

Send welcome email

Schedule onboarding call

Share knowledge base access

Set up workspace permissions

Review first week feedback

Add checklist item...

Works with

via MCP

Turn every email into a structured workflow.

Subtask lists

Subtask checklists

Add a checklist to any email card. Each item becomes a subtask your team can tick off as they work through it. See progress at a glance (3/5 complete) without opening the card.

Onboard new client - Acme Corp

Progress3/5 (60%)

check_boxSend welcome email

check_boxSchedule kickoff call

check_boxShare onboarding docs

check_box_outline_blankSet up billing

check_box_outline_blankFirst check-in call

Card templates

Create templates with pre-built checklists for recurring processes: onboarding, returns, refunds, bug triage. Apply a template and every card starts with the right steps already listed.

check_circlePre-launch tasks4/4expand_more

pendingPost-launch tasks1/3expand_less

check_boxSend announcement email

check_box_outline_blankGather initial feedback

check_box_outline_blankSchedule review meeting

Team accountability

Everyone on the board can see which items are done and which are pending. No more 'did you do step 3?' conversations. The checklist is the single source of truth for every card.

Client onboarding - Acme Corp

4/5

Q3 report preparation

2/5

Website redesign review

5/5check

auto_awesomeAI + Developers

Your shared inbox, accessible from any AI tool.

Connect your inbox to the AI tools your team already uses. Read, reply, assign, and resolve through MCP, API, or Drag Agent.

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Drag Agent

Classifies, drafts, and resolves tickets end-to-end.

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MCP Server

47 tools for read + write access from any AI client.

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REST API

Boards, threads, contacts, automations. Webhooks included.

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AI Drafts

Reads the thread, drafts a reply in your team's tone.

Perfect for processes that need every step completed.

Checklists are how teams turn emails into repeatable workflows.

Customer onboarding: Verify identity, set up account, send welcome pack, schedule kickoff call. Every new customer gets the same experience, every time.

Returns and refunds: Confirm eligibility, check inventory, process return, issue refund, send confirmation. No steps missed, no customer left waiting.

Bug triage: Reproduce issue, check logs, assign to engineering, verify fix, notify customer. Every bug report follows the same path to resolution.

Checklists work alongside due dates, assignments, and internal notes. Combine them with automation rules to auto-create cards with pre-populated checklists when specific email types arrive.