Claude Cowork Integrations

We design repeatable, approval-driven workflows tailored to your tools and permissions.

Workflow with Claude Cowork

We connect tools where supported, define approval steps, and build repeatable workflows, always with human review.

Knowledge base / docs

Example workflow: Turn a folder of docs into a client-ready brief.

What we deliver

Connector + doc ingestion rules (where supported).
Brief template + source-linked draft output.

Notes: Requires approved access to the folder; final brief is reviewed and edited by your team.

Weekly reporting

Example workflow: Draft weekly KPI updates from spreadsheets + notes.

What we deliver

Reporting workflow + narrative template.
Draft updates with "check this" flags for uncertain fields.

Notes: Drafts only; teams validate numbers and context before sharing.

Sales ops

Example workflow: Create an account research pack + meeting prep.

What we deliver

Research pack structure + reusable prompts.
Outputs scoped to approved sources and fields.

Notes: Claims and competitive notes require human verification; access depends on your tools and permissions.

Support ops

Example workflow: Cluster tickets + draft response suggestions.

What we deliver

Ticket clustering rules + tag taxonomy suggestions.
Response draft templates aligned to tone and policy.

Notes: Suggestions are drafts; agents approve before sending and can restrict sensitive data.

Project ops

Example workflow: Sprint/status roundup from tickets + chat.

What we deliver

Roundup workflow pulling from approved project sources.
Status format with risks, blockers, and asks.

Notes: Quality depends on ticket hygiene and access; final updates remain owned by the team.

Compliance / policy review

Example workflow: Summarize policy changes and flag questions.

What we deliver

Change-summary template with citations (where supported).
Question list to route to compliance/legal review.

Notes: Not legal advice; designed to surface questions and point reviewers to source material.

Recruiting ops

Example workflow: Screening summary drafts + candidate packet.

What we deliver

Candidate packet template and consistent rubric prompts.
Draft summaries that highlight gaps and follow-ups.

Notes: Drafts support consistency; final decisions and communications stay with the hiring team.

Executive assistant

Example workflow: Inbox triage draft + follow-up suggestions.

What we deliver

Triage categories + response draft templates.
Follow-up suggestions queued for explicit approval.

Notes: No automatic sends; final replies/actions require human review and permissioned access.

Trust & Control

Integrations should be permissions-first. We design workflows around least-privilege access, explicit approval steps, and audit-friendly outputs so teams stay in control.

Least-privilege connector setup and scoped permissions.
Approval gates before sending, updating, or publishing.
Source traceability and change history where supported.
Rollout guidance aligned to your security and compliance needs.

All outputs are drafts by default. We implement permissions and approval steps to match your policies and risk tolerance.

Ready to Build a Workflow That Fits?

Let's discuss your tools, confirm access, and scope a workflow your team can trust.