Tasks. To-dos that stick.
CallMerlin Tasks are instructions and to-dos assigned per PIN user. Create them via chat, voice, dashboard, desktop, or Android app. Types include one-off with deadline, ongoing behavior instruction, or workflow trigger. Merlin reminds you via badge, push, or Slack DM.
One-off reminders, ongoing instructions per conversation, or starting point for workflows. Per employee, via every channel.
All plans. Workflows from Professional.
Say: remind me tomorrow about the quote for Bakker BV. Merlin creates the task and sends a reminder on time.
Merlin creates the task and schedules the reminder.
PIN: Sales · today
My tasks
1 deadline tomorrow.
Actions
Three task types
One-off, ongoing, or workflow. Each with its own behavior.
| Type | When to use? | Example |
|---|---|---|
| One-off | Once with optional deadline | Quote Friday |
| Ongoing | Always included in conversations | Ask for order number |
| Workflow | Multi-step across tools | Morning briefing |
| Assignment | Per PIN user | 1 owner |
| Notification | Badge, push, Slack, email | At deadline |
| Complete | Chat, dashboard, or app | Checkmark or voice |
Examples per type
Chat first, dashboard optional.
One-off
Remind me tomorrow to review contract X.
Ongoing
Always greet customers by first name.
Workflow
Check all channels and create a summary (multi-step).
Tasks work alongside
Slack
HubSpot
Google Calendar
Gmail
TeamsThis is just one example of the many combinations possible.
Workflows and Cases →Frequently asked questions about Tasks
Stop forgetting tasks. Tell Merlin.
To-dos and instructions via voice or chat. Reminders on every channel.
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