Customer requests become tasks
Will reads the email or ticket and writes the task in ClickUp with the context, the customer and what counts as done.
Will
Right now, you’re the one answering "When will it be ready?"
Will works in your company’s ClickUp, Slack, Gmail and HubSpot. It turns customer requests into clear tasks, merges duplicate requests and answers "When will it be ready?" with the real status of each task.
DDiegosupport
Hey Will, reply to the customers who asked about timelines.
Willdone
HubSpotFound 11 tickets waiting on a date
ClickUpChecked the task status for each one
SlackAsked the team for dates on the 2 with no ETA- HubSpotAnswered all 11 with each task’s timeline
Done.11 customers answered with the real timeline for each task. When each task ships, I’ll let the customer know.
Example · Mandacaru Sistemas (fictional), a 30-person restaurant management software company.
Today, without Will
Every back-and-forth becomes Will’s work.
This is the back-and-forth of an ordinary day. Will takes all of it on and tells you when it’s done.
Your day so far5back-and-forths
- Read twelve customer emails asking for "just one small tweak"
- Realized two of them asked for the same thing
- Wrote the tasks from scratch in ClickUp
- Asked the team if the order ticket fix had shipped
- Answered "When will it be ready?" without knowing the answer
Leave the replies to me. With the real status of every task.
What Will takes off your plate
Duplicate requests merged
When several customers ask for the same thing, Will links them all to the existing task and shows how many are waiting.
"When will it be ready?" answered
Will answers with the real status from ClickUp and updates the customer again when it ships.
What’s blocked
Stalled tasks show up in the team’s Slack with the likely reason and who can unblock them.
Customer context in Claude, Codex and Cursor
What Will knows about customers and tasks flows into the team’s AI tools through MCP.
Quick guide
AI for software companies: 5 practical uses
At a software company, AI helps you triage support, turn tickets into help articles and look after every customer through renewal. Here are five things Will does in support, the CRM and ClickUp. Answers about timelines come from the task’s real status, not a guess.
- Support triaged by typeWill splits tickets into how-to questions, bugs and feature requests, with the affected module. Bugs become ClickUp cards for the technical team, and questions become articles.
- A help article for every resolved ticketWhen a ticket is resolved, Will writes a short article with the problem, the steps and the screen where it all happens. The next person finds the answer on their own.
- Signs of an at-risk customerWill reads each customer’s recent conversations and payment history in Stripe and points out the tone, recurring complaints and pending requests. Accounts showing signs of dissatisfaction get a call before renewal, scheduled in HubSpot.
- Onboarding with a weekly planFor every new customer, Will builds a week-by-week onboarding plan with what to configure, who to train and what result to show in the first month, and follows up on each step in ClickUp.
- Customer contracts summarized for supportWill summarizes each customer’s contract with the plan, modules, support response times and what’s not included. Support answers knowing what was sold.
In Will, a customer email asking for a change becomes a task in ClickUp, linked to the original message, and the customer gets the date as soon as there is one: see emails that become tasks.
Work with Will
Will inside the system you use
Will works on the screen you already use, does the work and records every step.
ClickUpListBoardCalendar
| Task | Owner | Status | Due |
|---|---|---|---|
| Summer collection photos | Lia | In progress | Oct 9 |
| Collection pricing | Helena | Awaiting sign-off | Oct 8 |
| Gift set page | Léo | Stalled | Oct 7 |
| Campaign copy | Rafa | In review | Oct 10 |
| October storefront | Lia | To do | Oct 14 |
| Free shipping over R$300 | Gabi | In progress | Oct 13 |
| New checkout | Léo | In review | Oct 16 |
7 of 64 tasks in the list‹ 1 2 3 … ›
Gift set page
OwnerLéo
BlockerWaiting on Lia’s photos
ListLaunches
DueOct 7Oct 11YouWill
History
MonLéo marked the page as stalled
10:20Gabi asked Will for the change
10:21Will found the blocker: the photos
You work in the system, and Will stays beside you with the context.Will does it in the system and records every step. Browser inside Will
The features behind it
The parts of Will that do this work. Each one has its own page.
A day with Will
Example: Mandacaru Sistemas (fictional), a 30-person restaurant management software company.
Today
D
Diegosupport
When will the order ticket printing fix be ready?
Will
It’s been in testing since yesterday, according to the ClickUp task. Aline expects to ship it Thursday. Four customers asked for it by email.
D
Diegosupport
Can you reply to all four?
Will
Replied to all four with the Thursday estimate and linked their tickets to the task. When the fix ships, I’ll tell them again.
Example · fictional company and data
In the systems you already use
Use another system? If it has a login, Will uses it too. See all systems.
The teams that use it most
Tasks Will takes off your plate
Frequently asked questions
Does it work with our dev and support tools?
Yes. Will works with ClickUp, Slack, Gmail and Outlook, with CRM and support tools like HubSpot and Salesforce, with payments in Stripe, and with banks through Open Finance (regulated by Brazil’s Central Bank). And if a tool has a login, Will uses it too.
Does Will create tasks on its own?
Yes. It writes the task with the context and the customer, links duplicate requests and lets the team know in Slack.
Does it reply to customers?
Yes, with the task’s real status, and it follows up again when the work ships. If a date isn’t in ClickUp, Will doesn’t promise it.
What is Will’s MCP?
A server that lets your team’s AI tools, like Claude, Codex and Cursor, use what Will knows about the company, with Will’s permissions.
Start with what you chase by hand.
Plans tailored to your company. Tell us what takes up most of your team’s day, and Will starts there.