---
title: "Capabilities"
description: "Capabilities — Find duplicate records, empty fields and contradictions in your CRM, with a proposal for each record."
source_name: "Gen8"
source_url: "https://gen8.app/en/mogelijkheden/"
site_home: "https://gen8.app/"
source_description: "Managed AI service for SMEs. We set up, connect and manage; you stay in control."
locale: "en"
copyright: "© 2026 Gen8 VOF · Dutch Chamber of Commerce 92978789 · Delft"
modified_at: "2026-10-22T13:48:36.860Z"
---

# Capabilities

## Workflows that do the work, with *people in control*.

Each capability explains what happens, how the system is reached, where approval is required and where it stops. We set them up and manage them. Below: sales first, then finance and development, followed by all capabilities from A to Z.

[Book an introduction](<https://gen8.app/en/contact/>)

## *Sales* first, then finance and development

### Sales

Register, enrich and follow up on leads, and keep your CRM up to date.

- [Sales follow-up](<https://gen8.app/en/mogelijkheden/salesopvolging/>)
- [Meeting to CRM](<https://gen8.app/en/mogelijkheden/meeting-naar-crm/>)
- [Gmail to HubSpot](<https://gen8.app/en/mogelijkheden/gmail-naar-hubspot/>)
- [Outlook to Salesforce](<https://gen8.app/en/mogelijkheden/outlook-naar-salesforce/>)
- [CRM data cleanup](<https://gen8.app/en/mogelijkheden/crm-data-opschonen/>)
- [Quote from intake](<https://gen8.app/en/mogelijkheden/offerte-uit-intake/>)

[All sales workflows](<https://gen8.app/mogelijkheden/category/sales/>)

### Finance

Process documents and produce reports, with a review step that stays in place.

- [Invoice processing](<https://gen8.app/en/mogelijkheden/factuurverwerking/>)
- [Management reporting](<https://gen8.app/en/mogelijkheden/managementrapportage/>)
- [Contract review](<https://gen8.app/en/mogelijkheden/contract-review/>)
- [Weekly operations report](<https://gen8.app/en/mogelijkheden/weekrapport-operations/>)

[All document workflows](<https://gen8.app/mogelijkheden/category/documenten/>)

### Development

Turn signals into tasks and monitor project work.

- [Gmail to Jira](<https://gen8.app/en/mogelijkheden/gmail-naar-jira/>)
- [Slack to ClickUp](<https://gen8.app/en/mogelijkheden/slack-naar-clickup/>)
- [Meeting to ClickUp](<https://gen8.app/en/mogelijkheden/meeting-naar-clickup/>)
- [Project progress monitoring](<https://gen8.app/en/mogelijkheden/projectvoortgang-bewaken/>)
- [Monitoring and alerts](<https://gen8.app/en/mogelijkheden/monitoring-en-melden/>)

[All project workflows](<https://gen8.app/mogelijkheden/category/projectwerk/>)

- [Cleaning and enriching CRM data](<https://gen8.app/en/mogelijkheden/crm-data-opschonen/>)Find duplicate records, empty fields and contradictions in your CRM, with a proposal for each record.hubspotsalesforcebetaread-onlySeptember 16, 2026
- [Compiling management reports](<https://gen8.app/en/mogelijkheden/managementrapportage/>)Compile figures from multiple systems into a draft report with a source for every number.financemaatwerkread-onlySeptember 15, 2026
- [Connecting Gmail to Jira](<https://gen8.app/en/mogelijkheden/gmail-naar-jira/>)Assess relevant emails and propose reviewed Jira tasks, with source references and approval.gmailjiramcpmenselijke-goedkeuringoperationsSeptember 20, 2026
- [Follow up stalled deals with a proposed next step](<https://gen8.app/en/mogelijkheden/salesopvolging/>)Spot stalled deals and propose a next step for each, recorded only after approval.hubspotpipedrivegeconfigureerdmenselijke-goedkeuringSeptember 16, 2026
- [From meeting to action points](<https://gen8.app/en/mogelijkheden/meeting-naar-actiepunten/>)Extract real commitments from a meeting report, with an owner and deadline, and have them confirmed.firefliesnativemenselijke-goedkeuringoperationsSeptember 11, 2026
- [Gmail follow-up into HubSpot](<https://gen8.app/en/mogelijkheden/gmail-naar-hubspot/>)Assess email and propose a HubSpot contact, note or task, with approval beforehand.gmailhubspotgeconfigureerdmenselijke-goedkeuringSeptember 11, 2026
- [Handling customer questions with escalation](<https://gen8.app/en/mogelijkheden/klantvraag-afhandelen/>)Prepare draft answers to common customer questions and visibly escalate unusual requests.servicenativemenselijke-goedkeuringSeptember 16, 2026
- [Inbox triage with human approval](<https://gen8.app/en/mogelijkheden/inbox-triage/>)Messages sorted, summarized and given a draft reply; a person does the sending.servicegmailoutlooknativemenselijke-goedkeuringSeptember 13, 2026
- [Maintaining website content](<https://gen8.app/en/mogelijkheden/website-content-onderhouden/>)A workflow proposes text changes and new pages; publishing remains a human action.marketingnativemenselijke-goedkeuringSeptember 17, 2026
- [Making documents accessible as knowledge](<https://gen8.app/en/mogelijkheden/documenten-naar-kennis/>)Make scattered documents findable without copying them or losing permissions; the source stays in place.sharepointgoogle-drivegeconfigureerdread-onlyitSeptember 15, 2026
- [Meeting actions to ClickUp](<https://gen8.app/en/mogelijkheden/meeting-naar-clickup/>)Agreed meeting actions created as ClickUp tasks, with a log and a link to the source.clickupgeconfigureerdoperationsSeptember 12, 2026
- [Meeting information into the CRM](<https://gen8.app/en/mogelijkheden/meeting-naar-crm/>)Turn meeting agreements into a proposed CRM note and next step, submitted for approval.hubspotfirefliesgeconfigureerdmenselijke-goedkeuringSeptember 12, 2026
- [Monitor, notify and follow up](<https://gen8.app/en/mogelijkheden/monitoring-en-melden/>)Monitor a source, report only deviations and get the notification to someone who can act on it.slackteamsgeconfigureerdoperationsSeptember 18, 2026
- [Monitoring project progress](<https://gen8.app/en/mogelijkheden/projectvoortgang-bewaken/>)Read tasks from the project board and show what is stalled, off track or awaiting a decision for each project.jiraclickupgeconfigureerdread-onlyoperationsSeptember 18, 2026
- [Outlook to Salesforce](<https://gen8.app/en/mogelijkheden/outlook-naar-salesforce/>)Assess Outlook messages and submit proposed Salesforce updates for approval.outlooksalesforcegeconfigureerdmenselijke-goedkeuringSeptember 12, 2026
- [Preparing a quote from intake details](<https://gen8.app/en/mogelijkheden/offerte-uit-intake/>)Turn intake details into a draft quote in your own format, ready for the salesperson to review.maatwerkmenselijke-goedkeuringSeptember 14, 2026
- [Processing and posting invoices](<https://gen8.app/en/mogelijkheden/factuurverwerking/>)Extract purchase invoice data, check it against your rules and submit it for approval before posting.financeexactgeconfigureerdmenselijke-goedkeuringSeptember 13, 2026
- [Querying an internal knowledge base](<https://gen8.app/en/mogelijkheden/kennisbank-bevragen/>)Ask questions of your own documents and receive answers with source references, within existing permissions.sharepointgoogle-drivegeconfigureerdread-onlyitSeptember 14, 2026
- [Turning SEO signals into work](<https://gen8.app/en/mogelijkheden/seo-signalen-naar-actie/>)Read Search Console and GA4 and produce a short, evidence-based worklist instead of another dashboard.marketinggeconfigureerdread-onlySeptember 18, 2026
- [Weekly operations report](<https://gen8.app/en/mogelijkheden/weekrapport-operations/>)A weekly draft overview of lead times, backlogs and deviations from your own systems.operationsgeconfigureerdread-onlySeptember 15, 2026

## Is your process missing?

The list grows with what we build in practice. Tell us what you want to achieve; during scoping we assess whether it fits and which route to take.

[Book an introduction](<https://gen8.app/en/contact/>)