C1 Success

Hi everyone, If you’re like me and increasingly stuck in Claude all day, this announcement is for you: You can now connect Assembly to the AI tools you already use like ChatGPT and Claude. Here’s how to install the Assembly MCP connector in your favorite AI tool and securely manage your clients.

Requests and Feedback

Any way to extract task comments via API or download?

I second this feature, and/or the ability to turn off commenting in the admin settings altogether. Comments seemed great in theory, but after having to read hundreds of comments just to find any that are important makes it very tedious, especially when most comments are just things like "thanks".

Magic Links Question - No Account Behaviour?

I’m very excited to use the new Magic Link system. Just a question though, if a person who is not signed up with our Client Portal (assuming sign-up is disabled) enters their email and clicks the Email Me a Login Link button, what happens? Does a login link get sent?

Automatic reminders to clients, task archiving

I’d also love to be able to sort the Done list by either ascending or descending and choose one as default. If a flyout menu was added to the corner of each task on the task homepage it would be cool for the options to be:

• Archive Task
• Copy/Duplicate Task
• Delete Task
• Change Status
• Send reminder

At Copilot we obsess about removing as much friction from the end client experience as possible. Every time a client has to remember their password, figure out where to log in, or set up an account before making a payment creates friction. And friction for end clients means you getting pinged about issues.