Actioner

Actioner works alongside existing customer-work systems by continuously capturing emails, calendar activity, and meetings through a desktop application, then organizing the resulting information into a living customer graph. Instead of relying on representatives to manually enter every customer interaction into a CRM or task application, Actioner identifies promises, follow-ups, waiting items, risks, and other actionable information from ongoing communications. These items are placed into an Action Box containing three practical categories: Next, Waiting for, and Later. Each item includes supporting evidence and can provide an action such as drafting an email or preparing an attachment, while the user retains approval before anything is sent or changed. Actioner connects the customer graph to Claude through MCP, allowing users to access customer information and Action Box activities within Claude Desktop and claude.ai. Its Plays execute approved workflows using customer context and can draft work in the user's voice. The platform processes and stores customer data locally on the user's machine rather than keeping it in a vendor cloud.