BeSync’d automatically organizes your team’s work updates and associates them with the correct customers and projects. This step-by-step guide explains how to set up your customer and project details so that Slack messages, voice work updates, and other data sources are accurately assigned without any manual work. By the end of this guide, your organization will be able to automatically create client reports, helpful briefings, and precise activity summaries.
If you’d rather watch than read, you can instead view our step-by-step video:
What Is Project Config?
The Project Configuration serves as the core system that organizes work activities within your organization. When a team member posts a voice update mentioning “Project X” or sends a Slack message referencing “Customer Y,” BeSync’d uses your project settings to automatically identify and assign that activity to the correct customer and project records.
This automatic matching works across:
- Voice work updates
- Slack and other pre-built integrations
- Messages submitted via the BeSync’d public API
Without proper project setup, work updates can’t be automatically linked to the right customer or project. As a result, your activity summaries, briefings, and reports will lack important context, making them less useful.
Part 1: Setting up Your Projects and Customers
1. Access the Project Config Page
Log in to your BeSync’d account. On the left side, click on Settings, then choose Project Config. You can also access this page quickly by using the Quick Start menu on the dashboard.
2. Enter a Customer Name
On the Project Configuration page, find the field labeled “Customer Name.” Enter the name of a customer your team has worked with, such as “Acme Corporation.”
3. Add Projects Under That Customer
Below the customer name, there is a section labeled “Projects.” Enter the name of a project related to this customer, such as “Website Redesign.” To add more projects for the same customer, repeat this process.
4. Continue Adding All Active Customers and Projects
Repeat steps 2 and 3 for every customer your team supports and for each project associated with them. You can add as many customers as needed. The system will then use this list to identify mentions in work updates.
5. Disable Inactive Customers or Projects
If a customer or project is no longer active, do not delete it. Instead, turn off its status using the drop down menu next to its name. Disabling it keeps a record of past work while preventing new updates from being linked to that customer or project.
6. Verify Automatic Tagging in the Org Activity Dashboard
After your team has submitted several work updates through voice, Slack, or API, visit the Org Activity Dashboard. There, you’ll see updates automatically labeled with the customer’s name, preceded by @, and the project name, preceded by #.
Part 2: How BeSync’d Uses Your Configuration
Once your customers and projects are set up and your team starts submitting updates, this information automatically flows through the BeSync’d platform without any extra effort. Every voice update, Slack message, and entry from connected apps is intelligently matched to the correct customer and project based on your settings. However, processing for integrations may take a few hours. This allows BeSync’d to continuously build an accurate, organized view of how your team’s time and work are allocated, so you don’t have to chase updates and can concentrate on the actual work. The sections below show you how to view this data using the Org Activity Dashboard, Org Briefing, Customer Activity page, and Reports.
1. Review the Org Briefing
Click into the Org Briefing to view a high-level summary. The system automatically highlights customer and project names in bold with their prefixes. For example, as you can see in the screenshot below: “For BrightPathEducation, the #Enrollment Campaign Assets.” This allows leadership to identify the clients and initiatives being discussed quickly.
2. Filter Work by Customer on the Customer Activity Page
Go to the Customer Activity page. You will find buttons for each customer you’ve added. Click on a customer’s button to see a quick work summary for a chosen time period. Below the summary, you’ll see the individual work updates that were used to create it.
3. Manually Edit Customer or Project Assignment (If Needed)
Click on any individual work update entry. You will see dropdown menus for Customer and Project, and you can manually change the customer or project.
4. Generate a Customer Report
Navigate to the Reports page. Expand the Customer dropdown and select your desired customer. Choose a reporting period, such as last week or last month. Click Generate. BeSync’d will then produce a professional PDF report that includes all work updates linked to that customer, with projects distinctly organized.
5. Manually Edit the Report (if Needed)
The generated PDF is not final until you decide to download or share it. BeSync’d allows you to edit the report content before exporting. You can:
- Add or remove specific work update entries
- Rewrite summary text for clarity or tone
- Insert additional notes or commentary for the client
- Reorder sections or highlight key accomplishments
To edit a report, open the generated PDF preview and click on any section to make changes directly. This flexibility ensures that client facing reports are always polished and tailored, even when the underlying work updates are fully automated.
6. Download or Share the Report
After generating the PDF, click on it to view a preview. From there, you can download the file or send it directly to clients or leaders by email.
Tips for Best Results
- Tip 1: Mention customers and projects naturally in your updates. The AI recognizes variations like “Acme” versus “Acme Corporation” as long as the name is similar. For best accuracy, use the exact names you entered in Project Config.
- Tip 2: Automatic matching works for voice updates, Slack messages, any integration built by BeSync’d, and data sent through the public Messages API.
- Tip 3: You do not need to tag anything manually. Speak or type the customer and project names, and the system handles attribution.
- Tip 4: If a customer has many projects, you can add them all. The system will still match correctly because it looks for both customer and project context.
- Tip 5: Disabling a customer does not delete past reports or activity history. You can always re-enable it later.
Next Steps
Configuring customers and projects in BeSync’d takes only a few minutes, but it provides long-lasting efficiency. Once set up, your team can concentrate on their work instead of tracking it. Every update via voice, Slack message, or API call that references a customer or project will be automatically organized, tagged, and displayed in dashboards, briefings, and client-ready reports. This creates a single source of truth for what your team has achieved, for whom, and on which projects. By following this guide, you turn a simple setup into a powerful automation that enhances cross-team communication and customer reporting.
Now that your customers and projects are configured, the next step is to invite your team members to the BeSync’d platform. See the guide: How to Invite Your Team Members to the BeSync’d Platform to learn how to add your team and get them started with submitting updates.