🤖 Mockup — This is what your Prattify AI Command Center looks like inside the AIOS. Every client, every task, every proposal — one place.

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Command Center
Tue, Apr 22 · 8:04 AM
Tuesday, April 22 · Morning Brief
4 proposals open. Fernandina follow-up overdue by 3 days. Saltwater Grill onboarding stalled.
Fernandina Beach Bistro — proposal sent Apr 12. No response. Last touchpoint 10 days ago. Follow up today.
Saltwater Grill — onboarding started. Brand kit not received. Blocking Stacy's content calendar setup.
Marcus has 3 tasks due this week from Motion. Tyler's newsletter for Harbor Dental is overdue by 2 days.
Claude Team: Stacy ran 12 AI sessions yesterday. Context loaded for all 20 active clients.
20
Active Clients
↑ 2 this quarter
4
Open Proposals
Avg 7.4 days open
$38.4K
Monthly MRR
↑ $4.2K vs last month
17
Open Tasks (Motion)
3 overdue today
Proposal Pipeline
4 open · $14,200 potential MRR
Proposal Builder
Fernandina Beach Bistro
Social + Email · Sent Apr 12
$2,800/mo
Overdue Follow-Up
Ponte Vedra Law Group
Reputation + SEO · Sent Apr 17
$4,500/mo
Awaiting Decision
Avondale Hotel
Full Package · Met Apr 19
$5,200/mo
Drafting
Riverside Rug Co.
Social + Ads · Met Apr 20
$1,700/mo
Verbally Yes
Client Scope Health
% of deliverables on track this month
Live from Motion
Harbor Dental Group
92%
SunFresh Juice Co.
87%
Saltwater Grill
41%
Amelia Island Resort
78%
Ponte Vedra Pilates
100%
The Brasserie
63%
Team Deliverables
17 open · pulled from Motion API
Live from Motion
✓
Harbor Dental — May Instagram batch (12 posts)
Stacy · Done Apr 21
Harbor Dental — Email newsletter draft
Tyler
⚠ Overdue — was Apr 20
Saltwater Grill — Brand intake from client
Marcus
Due Apr 23
SunFresh — Google Ads campaign update
Marcus · Due Apr 25
Amelia Island Resort — Q1 reputation report
Tyler
Due today
Onboarding Tracker
2 clients in progress
Saltwater Grill · Day 4 of 30
✓
Contract signed
Apr 18
✓
Kickoff call completed
Apr 19
3
Brand kit received
⚠ Blocked — awaiting client
4
Content calendar setup
Waiting on step 3
Ponte Vedra Pilates · Day 18 of 30
✓
Brand kit + assets received
✓
First content batch approved
7
30-day review call
Scheduled May 6
⚡ Motion Integration Map
How Prattify's AIOS pulls live data from Motion's API — no manual updates, no missed tasks, no workflow changes
GET/tasks?assignee=all&status=open→ Team Deliverables
GET/projects?workspace=prattify→ Scope Health
GET/schedules?member=stacy,marcus,tyler→ Capacity View
GET/tasks?dueDate=overdue→ Morning Brief Alerts
GET/recurring-tasks?project=onboarding→ Onboarding Tracker
POST/tasks (on contract sign)→ Auto-create onboard tasks
Motion stays exactly where it is. Your team keeps using it the same way. The AIOS reads from Motion's API in the background — surfacing what matters, when it matters, without changing anyone's workflow.
Client Intelligence
All Clients
Prospects
Active Clients
Open Items
This Month
7 Recent MeetingsApr 2026
Fernandina Beach Bistro
Apr 12
Discovery Call · 42 min
ProspectFollow-Up OverdueTranscript ✓
Harbor Dental Group
Apr 18
Monthly Check-In · 31 min
Active ClientUpsell Flagged
Avondale Hotel
Apr 19
Discovery Call · 55 min
ProspectProposal DraftingTranscript ✓
Saltwater Grill
Apr 19
Onboarding Kickoff · 48 min
New ClientOnboarding Stalled
Ponte Vedra Law Group
Apr 17
Proposal Presentation · 38 min
ProspectProposal Sent
Riverside Rug Co.
Apr 20
Discovery Call · 27 min
Verbally YesTranscript ✓
SunFresh Juice Co.
Apr 15
Quarterly Review · 44 min
Active ClientExpansion Talk
Fernandina Beach Bistro
Discovery Call · Fathom Recording · April 12, 2026 · 42 min
Prospect Follow-Up Overdue Fathom Transcript ✓ Owner: Jason
AI MEETING SUMMARY Claude · Fathom
Jason met with the owner of Fernandina Beach Bistro, a family-owned restaurant on Amelia Island looking to grow their social presence ahead of summer season. They have no agency relationship and are posting inconsistently. Owner flagged a competitor — The Sandbar — ramping up Instagram and "being everywhere now." Budget preference: under $3,000/month. Jason presented a $2,800/month Social + Email package. Meeting ended with agreement to review a written proposal. No service objections. Only timing concern was around their spring hiring push.
ACTION ITEMS Extracted by Claude
Send written proposal — Social + Email package ($2,800/mo)
Owner: Jason
⚠ Overdue — was due Apr 15
Follow up by phone — owner prefers calls over email
Owner: Jason
⚠ Overdue — follow up today
Add competitor snapshot (The Sandbar) to proposal to reinforce urgency
Owner: Jason
Include before sending
KEY TRANSCRIPT MOMENTS Fathom
Bistro Owner — 00:08:24
"The Sandbar down the road — they're everywhere now. Every time I open Instagram I see them. We used to be the spot everyone came to and now I feel like we're invisible."
Jason Pratt — 00:22:11
"What we'd do is take the entire content operation off your plate. You focus on the food and the guests, we handle everything that goes out on social and email. You just approve before it goes live."
Bistro Owner — 00:31:45
"The budget piece — I want to stay around three thousand or under. We're also doing a spring hiring push so timing needs to work around that."
MEETING HISTORY
Apr 12
Discovery Call · 42 min · Fathom recorded
Current
—
No prior meetings on record
Ask Claude
Across all clients + Motion data
Active
⚡ Context: 20 clients · 7 Fathom transcripts · Motion tasks for Stacy, Marcus, Tyler, Jason
Which proposals haven't had a response in 7+ days?
8:02 AM
Two are past 7 days with no client response.

1. Fernandina Beach Bistro — sent April 12, 10 days ago. Fathom shows the owner prefers phone calls. No logged follow-up since the meeting.

2. Ponte Vedra Law Group — sent April 17, 5 days ago. In the presentation call, lead attorney said they'd review with partners this week.
📋 Fathom · Apr 12📋 Fathom · Apr 17
8:02 AM
What's blocking Saltwater Grill's onboarding?
8:03 AM
Brand kit. Marcus has a task in Motion due April 23 to collect it — but Saltwater Grill hasn't submitted it. This blocks Stacy from setting up the content calendar (step 4 of 30-day onboarding). If it doesn't land by Thursday, you risk missing the first content batch.
📋 Fathom · Apr 19⚡ Motion · Marcus tasks
8:03 AM
Which team member has the most overdue tasks?
8:04 AM
Tyler — 2 overdue in Motion. Harbor Dental email newsletter (was due April 20) and Amelia Island Resort Q1 reputation report (due today). Marcus has 1 overdue. Stacy is current on all tasks.
⚡ Motion · overdue filter
8:04 AM
Suggested Questions
Which clients are at risk this month?
Draft a follow-up for Fernandina Beach Bistro
What's SunFresh's expansion ask from last meeting?
Show all upsell opportunities flagged this quarter
Proposal Builder
4
Open Proposals
Avg 7.4 days open
$14.2K
Pipeline MRR
If all 4 close
68%
Close Rate (12mo)
↑ 8pts vs last year
4.2 days
Avg Proposal Time
Goal: under 1 day
Fernandina Beach Bistro
Social Media Management + Email Marketing · Discovery Apr 12
$2,800/mo
Follow-Up OverdueProspectFathom Summary ✓Sent Apr 12 · 10 days ago
📋 Instagram + Facebook (3x/wk)📧 Monthly email newsletter📊 Monthly performance report
Ponte Vedra Law Group
Reputation Management + Local SEO · Proposal Presentation Apr 17
$4,500/mo
Awaiting DecisionFathom Summary ✓Sent Apr 17 · 5 days ago
⭐ Google review generation🔍 Local SEO + GMB📊 Monthly reporting
Avondale Hotel
Full Package — Social + Ads + Email + Reputation · Discovery Apr 19
$5,200/mo
Drafting in ProgressFathom Summary ✓Meeting Apr 19 · 3 days ago
📱 Full social management🎯 Google + Meta Ads⭐ Reputation + SEO
Riverside Rug Co.
Social Media + Meta Ads · Discovery Apr 20
$1,700/mo
Verbally YesFathom Summary ✓Meeting Apr 20 · 2 days ago
📱 Instagram + Facebook🎯 Meta Ads management📊 Monthly reporting
Team Deliverables
⚡ Synced from Motion
17
Open Tasks
3
Overdue
9
Completed This Week
4
Team on Claude
Stacy, Marcus, Tyler, Jason
ST
Stacy
Content Manager · 5 tasks
On track
Harbor Dental — May Instagram batch
Done ✓
SunFresh — Q2 content calendar
Apr 24
Saltwater Grill — content calendar (blocked)
Blocked
Amelia Island Resort — May social plan
Apr 26
Ponte Vedra Pilates — weekly stories (4)
Apr 25
MA
Marcus
Ads + Growth · 6 tasks
1 overdue
Harbor Dental — Google Ads optimization
Overdue
Saltwater Grill — collect brand kit
Apr 23
SunFresh — Google Ads campaign update
Apr 25
Riverside Rug — Meta Ads account setup
Apr 28
TY
Tyler
Email + Reporting · 6 tasks
2 overdue
Harbor Dental — email newsletter draft
Overdue Apr 20
Amelia Island Resort — Q1 reputation report
Due Today
SunFresh — monthly performance report
Apr 25
The Brasserie — email welcome sequence
Apr 28
JP
Jason
Owner · Sales + Strategy
2 overdue
Fernandina Bistro — follow up on proposal
Overdue Apr 15
Avondale Hotel — send proposal draft
Due Today
Ponte Vedra Law — check on partner decision
Apr 23
Riverside Rug — finalize contract
Apr 24
⚡ Motion API Endpoints — What's Feeding This View
Your team works in Motion exactly as before. This dashboard reads from Motion's API in the background.
📋
Tasks API
/tasks — all members, all statuses
📁
Projects API
/projects — scope + milestones
📅
Schedules API
/schedules — capacity by member
🔁
Recurring Tasks
/recurring-tasks — onboarding flows
💬
Comments API
/comments — status context
👤
Users API
/users — Stacy, Marcus, Tyler, Jason