Lesson 9 · Pro

Connect your business tools

Hook Claude up to Slack, HubSpot, Asana, Notion and Xero for digests, pipeline reviews and finance snapshots.

Pro lesson

Tool plan needed: Any plan

By the end: By the end: one business tool you use daily is connected and tested with a read-only question, and you've produced a real digest, pipeline review or finance snapshot from it.

20 min

Works on: free, pro, max, ultra, team, enterprise

Steps in this lesson

  1. Connect one tool
  2. Slack: a daily digest
  3. HubSpot: stalled deals and follow-ups
  4. Xero: a finance snapshot
  5. Asana or Notion: plan to tasks
  6. Add the Small Business plugin (optional)

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