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Dispatcher

A client asks on Tuesday. It is assigned by Tuesday.

Dispatcher turns client emails, meeting notes, portal requests, and report findings into assigned tasks.

See how requests become work
“Please make the homepage logo bigger.”
An assigned task to make the Acme homepage logo bigger, owned by Gavin and due tomorrow

The client said it. Somebody still has to make the task.

  1. Notice the request

  2. Decide it needs a task

  3. Choose an owner

With Lifted Work, new work is caught and assigned by default.

Your rules tell AI what becomes a task. Each one appears with an owner, ready to change or delete.

Email, meeting notes, and a portal request collected inside one Acme client record

Client Requests

Dispatch work from conversations.

Gmail adds each email to the right client. Zapier or the API adds meeting notes. Portal requests arrive with their files. Dispatcher can create tasks from them all.

See client communications

Reports and AI

A report finds the problem. Dispatcher creates the task.

Dispatcher accepts data from a report, or Claude or ChatGPT through MCP. It creates follow-up tasks for the right client and person.

See the MCP integration
A search performance finding becoming an assigned SEO follow-up task
A client portal request and attachment becoming a task with template instructions and an estimate

Portal requests

The client can hand you the task.

Portal requests arrive with the client, files, and details already attached. Convert one with a task template. The instructions, SOP, and time estimate come with it.

See client requests

The work is ready before the team logs in.

Schedule Dispatcher to run each morning. Review what it made, then let the team start.

  1. Assigned

  2. Due date set

  3. Instructions given

  4. Estimated time

  5. Client links populated

Set up Dispatcher your way

Connect it yourself, or have us set up Dispatcher for you

Set it up yourself

30 days. Full refund, no questions. Plans start at $5 per client.

We can build it for you

The 21-Day Agency Build

We onboard the first 5 clients and get Dispatcher running. Live in 21 days, or it's free.

See The 21-Day Agency Build

Give the next client ask an owner.

30 days. Full refund, no questions.