Ask Claude how last month’s sales went, which leads have gone quiet, or what a client said on yesterday’s call, and it checks the real app and tells you. Pick the apps you use, connect them once, and leave with a prompt for each one written for your business.
What you’ll need.
Get these set up first. Everything below uses them.
Claude
The AI assistant I use for writing, building and thinking things through.Free planGmail
Email that Claude can search, sort and draft replies in once connected.Google Calendar
Your calendar, which Claude can read to prep calls and find free time.Google Drive
Files and docs that Claude can search and read once connected.Notion
Notes, docs and databases in one place.Free planSlack
Team and community chat in channels.Free planFireflies
Records and transcribes your calls, so nothing said gets lost.Free planTella
Record your screen and camera for demos, lessons and walkthroughs.PaidLovable
Build web pages and simple apps by describing them.Free planJotform
Forms and surveys for intake, feedback and bookings.Free planShopify
An online shop for physical or digital products.Free trialStripe
Take card payments online and see every sale in one place.Klaviyo
Email marketing with automated flows and detailed results.Free planGoHighLevel
CRM, pipelines, booking and follow-ups in one system.Free trialZapier
Connects thousands of apps so jobs happen between them without you.Free planApify
Ready-made tools that pull data from websites into a table.Free plan
Some of these are affiliate links. If you sign up through one, I may earn a commission, at no extra cost to you. See every tool I use.
Tell this page which apps you use
Your answers build your own prompt sheet in the last step, with only the apps you picked. They stay in your browser.
Learn how connecting works
Every connector in this guide connects the same way. Learn it once.
- Go to claude.ai and sign in.
- Open Customize, then Connectors.
- Click the + next to Connectors to browse the directory.
- Click the app you want, then Connect (some say Install).
- The app opens and asks you to sign in and approve access. Use the account your business runs on.
Then switch it on in a chat
- Start a new chat.
- Click the + below the message box, hover over Connectors, and switch on the apps you want for this chat.
Your inbox, diary and files
Start here. These three cover most of a working day.
Gmail
Claude searches your inbox, sums up long threads and drafts replies for you to check.
Search my Gmail for emails from customers or leads in the last 7 days that I haven't replied to. List who, what they asked and when. Then draft a short reply to each, signed [HOW YOU SIGN YOUR MESSAGES]. Show me the drafts here. Don't send anything.
Google Calendar
Claude reads your diary, spots clashes and finds free time.
Look at my Google Calendar for next week. Flag any back-to-back calls with no break, tell me which day has the longest free block, and list any meeting with no agenda.
Google Drive
Claude finds and reads any doc, sheet or PDF in your Drive.
Find the latest version of my [what the file is about] in Google Drive. Give me the link, when it was last changed, and a five-line summary.
Your notes, team and calls
Where the knowledge in your business lives. Claude can now look it up for you.
Notion
Claude searches your workspace, reads pages and databases, and creates or updates pages.
Search my Notion for everything I've written about [topic]. Show me an outline for one tidy page that brings it together. When I say OK, create it as a new page called "[page title]".
Slack
Claude searches and reads channels and threads, and can post messages or create canvases when you ask.
Read the last 7 days in my #[channel name] Slack channel. Give me the decisions made, the open questions, and anything waiting on me. Don't post anything.
Fireflies
Claude reads your call transcripts and summaries, so you can ask what was said on any call.
Find my last call with [name] in Fireflies. Tell me what they want, any worries they raised, and every follow-up I promised. Then draft my follow-up email, signed [HOW YOU SIGN YOUR MESSAGES]. Don't send it.
Tella
Claude edits your Tella recordings by chat: cut by quoting the transcript, remove silences and filler words, add zooms and layouts.
Open my most recent Tella video. List the silences, filler words and mistakes you'd cut, with timestamps. Wait for my OK, then make the cuts.
Your pages and forms
Describe what you want in plain words and Claude builds it inside the tool you already use.
Lovable
Claude creates Lovable projects, makes changes to them and publishes them. Building uses your Lovable credits.
Create a new Lovable project: a one-page waitlist site for [YOUR BUSINESS IN ONE LINE], for [WHO YOUR CUSTOMERS ARE]. Include a headline, three short benefits and an email sign-up form. Use [FROM ME] wherever you need a real fact. Send me the preview link when it's built.
Jotform
Claude creates and edits forms, then reads and sums up the answers people send in.
Create a client intake form in Jotform for [YOUR BUSINESS IN ONE LINE]. Ask for: name, email, what they want help with, their biggest challenge right now, and how they heard about me. Show me the form before you finish.
Your sales and follow-ups
The numbers and the leads. Ask a question and get the answer from your real data.
Shopify
Claude reads your orders, products, customers and stock, and runs reports on your store.
Look at my Shopify store for the last 30 days. Give me total sales, my top 5 products, how many orders came from returning customers, and any product that's low on stock.
Stripe
Claude reads your payments, balance and sales figures from your Stripe account. It can also make changes, so say "read only" when you just want answers.
Using Stripe, tell me how much I took in the last 30 days, my top products by revenue, and any failed payments I should follow up. Read only: don't change anything in my account.
Klaviyo
Claude reads your campaigns, flows, lists and results, and can create new campaigns for you to review.
Pull my Klaviyo campaign results for the last 90 days. Put them in a table with open rate, click rate and revenue, best first. Then list my flows and flag any that are switched off. Don't change anything.
GoHighLevel
Claude works with your HighLevel contacts, conversations, pipelines and calendars. HighLevel isn’t in Claude’s directory, so you add it as a custom connector using the address from HighLevel’s own help pages.
- In Claude, open Customize, then Connectors.
- Click + Add, then Add custom connector.
- Name it HighLevel and paste the address below, then continue.
- Sign in to HighLevel when it asks, and approve access.
https://services.leadconnectorhq.com/mcp/anthropic/v2
In HighLevel, find every opportunity in my pipeline that hasn't moved in 14 days. List the contact, the stage and their last activity. Then draft a short follow-up message for each, signed [HOW YOU SIGN YOUR MESSAGES]. Don't send anything.
Your automations and research
For the apps not on this list, and for data that lives on other people’s websites.
Zapier
Claude runs actions in the thousands of apps Zapier connects to: add a spreadsheet row, create a task, update a contact. When you first connect, Zapier gives you a short setup prompt to paste back into Claude to finish. Each action Claude runs uses two tasks from your Zapier plan.
Using Zapier, create a task in [your to-do app] called "Send this week's invoices", due this Friday. Tell me which Zapier action you used.
Apify
Claude runs Apify’s ready-made tools to pull data from websites, like business listings, reviews or product pages, into a table. In the Claude desktop app, find Apify in the connector directory. In the browser, add it as a custom connector with the address below and sign in to Apify.
Each run uses your Apify usage. The free plan includes a small monthly allowance.
https://mcp.apify.com
Use Apify to pull the Google Maps listings for [type of business] in [town or city]: name, website, rating and number of reviews. Put them in a table, highest rated first. Tell me how much Apify usage it took.
Take your downloads
Tick what you want. Your prompt sheet only includes the apps you said yes to in step 1.
Your tools, one more time.
Claude
The AI assistant I use for writing, building and thinking things through.Free planGmail
Email that Claude can search, sort and draft replies in once connected.Google Calendar
Your calendar, which Claude can read to prep calls and find free time.Google Drive
Files and docs that Claude can search and read once connected.Notion
Notes, docs and databases in one place.Free planSlack
Team and community chat in channels.Free planFireflies
Records and transcribes your calls, so nothing said gets lost.Free planTella
Record your screen and camera for demos, lessons and walkthroughs.PaidLovable
Build web pages and simple apps by describing them.Free planJotform
Forms and surveys for intake, feedback and bookings.Free planShopify
An online shop for physical or digital products.Free trialStripe
Take card payments online and see every sale in one place.Klaviyo
Email marketing with automated flows and detailed results.Free planGoHighLevel
CRM, pipelines, booking and follow-ups in one system.Free trialZapier
Connects thousands of apps so jobs happen between them without you.Free planApify
Ready-made tools that pull data from websites into a table.Free plan
If something goes wrong.
Claude says it can’t see my app
Check the connector is switched on in this chat: click +, hover over Connectors and toggle it on. Then ask again, naming the app: "Using Notion, find..."
I can’t find an app in the directory
Search the directory by name. HighLevel and (in the browser) Apify are added as custom connectors with the addresses in this guide. On a Team or Enterprise plan, your account owner may need to allow it first.
It asks me to sign in again
Go to Customize, then Connectors, open that app, disconnect it and connect it again. That refreshes the sign-in.
Claude used the wrong app
Switch off the connectors you don’t need for that chat, and name the app at the start of your message.
Zapier or Apify says I’m out of usage
Both run on their own plan’s allowance. Check your usage in your Zapier or Apify account, and upgrade there if you need more.