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DailyDashboard

ChatGPT plugin

Run your consulting practice

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DailyDashboard is a practice management app for independent consultants and small advisory teams. This plugin brings your DailyDashboard account into ChatGPT so you can ask about your clients and act on them without switching apps.

What you can do:

  • Get up to speed on any client: open tasks, follow-ups, decisions, initiatives, team members and recent meetings.
  • Prepare for meetings: see today's or next week's meetings across every client, read the linked transcript, and generate an AI summary with recommended tasks, decisions and follow-ups.
  • Search each client's knowledge base of past meeting transcripts, documents and notes.
  • Keep work moving: create tasks, follow-ups, decisions and other client items, mark tasks and follow-ups complete, and update client profiles.
  • Track the business side: billable time, invoices, payments, expenses, credits and outstanding balances across your portfolio.
  • See what shipped: pull requests, issues and releases from the GitHub repositories you link to a client.

You sign in with your DailyDashboard account over OAuth and choose read-only or read and write access. ChatGPT only sees data in your own account, and you can disconnect at any time from Settings > Connected apps, which revokes access immediately. Works with DailyDashboard accounts that have the DailyDashboard AI agent enabled.

DailyDashboard is #12,640 of 13,927 ChatGPT plugins by placement.

Featured
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Movement

From our daily snapshots over the last 30 days.

Rank by placement

#12640of 13,927199places down24h—7d
#11,595#11,880#12,165#12,450#12,735Oct 17Oct 23Oct 29Nov 4Nov 10Nov 15

Rank in Business & operations

#2177of 2,39631places down24h—7d
#2,030#2,071#2,112#2,153Oct 17Oct 23Oct 29Nov 4Nov 10Nov 15

In its category

How this plugin compares with others in the same category. Positions are counted within the category, not across the whole directory.

Business & operations2,177th of 2,396 by placement
#PluginPosition7d
2175Store Price Tracker#12629—
2176MODRN Clinic Revenue Planner#126361,337places down
2177DailyDashboardThis page#12640—
2178Limurse#126471,337places down
2179Mention.ma#126491,336places down

All 2,396 Business & operations plugins

Also on other marketplaces

Example prompts

  • “What's on my calendar tomorrow, and what's still open for each of those clients?”
  • “Which clients have outstanding balances, and how many hours did I bill last month?”
  • “Summarize my last meeting transcript and add the follow-ups we agreed on.”

Skills

  • get-started

    How to work with a user's DailyDashboard account through the DailyDashboard MCP tools: resolve clients first, read before you write, preview and confirm every change, and keep to the signed-in user's own data.

Categories
Made by
Daily Evolution LLC · Website
Sign-in
On Install
Capabilities
List clients and their team members, Read meetings, transcripts and AI summaries for any date range, Read tasks, follow-ups, decisions, initiatives and OKR objectives, Read billable time, invoices, outstanding balances, payments, expenses and credits, Search a client's knowledge base, Read GitHub activity for linked repositories, Create tasks, follow-ups, decisions, initiatives, team members and OKR objectives, Complete, reopen or edit tasks and follow-ups, Check in on key results and update objectives, Reassign, rename or set time spent on a meeting, Process a meeting transcript into a summary and recommendations
Availability
Available
Version
1.0.3
Keywords
consulting, crm, meetings, invoices, okr, tasks
Created
October 11, 2026
More info
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