Prepare a Project Status Brief
Combine a project’s status with its matching tasks and deadlines.
/oo Agiled: Read Agiled project [project ID] and its matching tasks. Summarize status, completion, upcoming deadlines, and tasks missing due dates.
Ask AI to combine project status and task deadlines into a brief, or create tasks from a plan with explicit owners and dates.
Copy a prompt into your agent with the oo Skill installed. Add your page links and source notes before running it.
Combine a project’s status with its matching tasks and deadlines.
/oo Agiled: Read Agiled project [project ID] and its matching tasks. Summarize status, completion, upcoming deadlines, and tasks missing due dates.
Turn supplied action items into project tasks with specified assignees and dates.
/oo Agiled: For Agiled project [project ID], create these tasks [headings and descriptions], assigned to [user ID], starting [date] and due [date], with priority [priority]. Use our account date format [format].
Find a CRM contact and summarize profile notes for a client conversation.
/oo Agiled: Find Agiled contact [name or email], read its details, and summarize contact information, notes, and follow-up dates. Include its ID.
Set up oo CLI and the oo Skill in your agent.
Install OOMOL →Connect your Agiled API token and account URL.
Connect Agiled →Use /oo with the pages to read, the changes to make, and where to save the result.
Connection Guide →Choose Your Agent
The connection reads and maintains Agiled CRM contacts, projects, and tasks. It can organize the records you already keep and apply specified updates.
Read and maintain contact profiles, notes, and follow-up information.
Read project status and dates or create and update project records.
Read task details and create or update assigned tasks with dates and priorities.
List Agiled CRM contacts.
agiled.list_contacts Get one Agiled CRM contact by ID.
agiled.get_contact Create an Agiled CRM contact.
agiled.create_contact Update an Agiled CRM contact.
agiled.update_contact Delete an Agiled CRM contact.
agiled.delete_contact List Agiled projects.
agiled.list_projects Get one Agiled project by ID.
agiled.get_project Create an Agiled project.
agiled.create_project Update an Agiled project.
agiled.update_project Delete an Agiled project.
agiled.delete_project List Agiled tasks.
agiled.list_tasks Get one Agiled task by ID.
agiled.get_task Create an Agiled task.
agiled.create_task Update an Agiled task.
agiled.update_task Delete an Agiled task.
agiled.delete_task No matching tools.
Yes. It can read the project and select matching tasks from the task list. Ask for due dates, assignees, or completion details and include the project ID.
Provide a heading, start date, due date, assigned user ID, and priority. Include a project ID when the task belongs to a project. Dates follow your company’s configured format.
Yes. Listing and reading contacts does not change them. Request a separate update with the exact fields if a correction is needed.
Manage which optional storage OOMOL can use. You can change these choices from the footer at any time.