Assembly Updates

Updates

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Connect Assembly to ChatGPT & Claude

Introducing the Assembly MCP: You can now connect Assembly to AI tools like ChatGPT and Claude!

Once connected, you can ask your AI tool to analyze your team's or clients' activities, brief you before a client call, or take bulk actions in your Assembly workspace like sending messages, contracts, tasks, and more.

Connect to your favorite AI tool in a few minutes with our installation guide.

Some other ideas on what to do with Assembly's new connector:

Refund invoices from the Payments App

In the Payments App, you can now refund paid invoices in two clicks. Click the refund action on the invoice row (or the invoice detail page), confirm the amount, and the refund is initiated. The invoice updates to a new "Refund initiated" status while we process it, then flips to "Refunded" when complete. You and your client get an automatic notification and an updated receipt. The refund lifecycle shows up on the invoice's history timeline and on the audit log.

For now, refunds are for full amounts only; partial refunds are coming soon. Refund activity doesn't yet sync to QuickBooks or Xero — that's also on the way.

A refreshed way to add apps

We redesigned the Add an App experience so it’s simpler and faster. When adding a new app, you’ll now see a section with app recommendations, a section to add your custom embeds and links, and a list of the popular embeds in our platform.

Grouped email notifications for Tasks

Clients now receive one summary email notification for tasks activity in a 5-minute window, rather than individual notifications for each. The summary covers everything that happened in that window — tasks assigned to a client, tasks shared with them, and new comments on their tasks. Reminder emails continue to send separately, so nothing time-sensitive gets buried. The same grouped notification experience is coming to your internal team next.

Improvements & Fixes

Meet Assembly 2.0

Big changes have arrived, including some highly requested features! See all the details on our release page.

Redesigned client home page

Your client home builder has been redesigned to look even better with more customizability.

Organize your apps into folders

Drag and drop apps and embeds into folders for you and your clients.

For clients, group embeds such as Analytics dashboards or helpful links into expandable folders. For you and your internal teams, you can also unpin apps from your internal dashboard without affecting the client view. Also, search and select from more than 1000 new sidebar icons!

Tasks: Associate tasks with clients

You've asked for this one a lot: the ability to associate a task with a client or company without making it visible to them. Create a task, associate it to a client, and it shows up on that client's profile — but only your team sees it. When you're ready, you can optionally share it with the client. This is huge for teams who want a single view of everything happening with a client, without cluttering the client's task list.

Time-based automations

Time-based triggers for Assembly automations are here. Set up tasks that reoccur daily, weekly, monthly, quarterly, or on a custom schedule. Send recurring messages, trigger forms at regular intervals, or create quarterly check-in tasks for every active client. Target internal users, all clients, or all companies—the system handles the rest.

Context on clients wherever you are

We've redesigned the right sidebar on your client details in the CRM —and brought it to more surfaces. Now when you're in Messages, Files, Notifications, or other apps looking at client-specific content, you can pull up the context bar to see client details, edit custom fields, add internal notes, or chat with your team—without navigating away. The goal: show you the right context at the moment you need it, so you're not constantly clicking back to the CRM.

Payments center with analytics

We've consolidated the Billing App into a single Payments page with tabs: Overview, Invoices, Subscriptions, Payment Links, Stores, and Services. The new Overview tab shows your balance, upcoming payouts, and payment activity at a glance.

And more!