Accounting & Payments 4

QuickBooks

Overdue invoice → Claude drafts a polite reminder in the owner's voice.

n8n

Stripe

Failed payment → Claude emails the customer with an update-card link and notifies ops.

MCP n8n

Xero

New bill uploaded → Claude matches the PO and flags discrepancies.

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Square

Daily sales close → Claude posts a Slack summary with anomalies flagged.

MCP n8n

CRM & Sales 2

HubSpot

New contact → Claude researches the company and writes a personalized first-touch email.

n8n

Salesforce

Opportunity moves to Negotiation → Claude drafts a proposal from your template.

MCP n8n

Communication 3

Gmail

Inbound email → Claude categorizes, drafts reply, waits for approval.

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Slack

New #sales-leads message → Claude drafts qualifying reply and logs to CRM.

MCP n8n

Microsoft 365

Flagged Outlook email → Claude extracts deadlines into tasks.

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Docs & Storage 3

Google Drive

New file → Claude summarizes, tags, and files it where it belongs.

MCP n8n

Microsoft 365

Flagged Outlook email → Claude extracts deadlines into tasks.

n8n

Notion

New page in Intake DB → Claude drafts the SOP from bullets.

MCP n8n

Ecommerce 1

Shopify

Abandoned cart over $100 → Claude sends a personalized recovery email.

MCP n8n

Industry-Specific 6

Jobber

Job completed → Claude writes a review-request text in the owner's tone.

Housecall Pro

Estimate sent → Claude follows up at day 3 if there's no response.

ServiceTitan

Dispatch assigned → Claude texts the customer an ETA and tech bio.

Toast

Nightly close → Claude summarizes covers, labor, and top items to the owner's phone.

Mindbody

Class under-booked 24 hours out → Claude texts the waitlist with a discount.

Clover

Daily batch → Claude reconciles with QuickBooks and flags gaps.

Marketing & Email 2

Mailchimp

Campaign sent → Claude writes a performance summary and next-test recommendation.

n8n

Klaviyo

High-value subscriber → Claude writes a 1:1 VIP welcome sequence.

n8n

Project Management 3

Asana

Task completed → Claude updates the client-facing status doc.

MCP n8n

Linear

Issue created → Claude enriches it with repro steps pulled from the Slack thread.

MCP n8n

Jira

Bug reported → Claude dedupes against existing tickets and suggests priority.

MCP n8n

Scheduling 2

Calendly

Booking confirmed → Claude writes a personalized intake form and reminder sequence.

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Google Calendar

New meeting booked → Claude researches the attendee and drafts a briefing 1 hour prior.

MCP n8n

Support 2

Zendesk

New ticket → Claude tags, suggests a macro, drafts a reply for agent approval.

MCP n8n

Intercom

Unresolved conversation for 2 hours → Claude drafts resolution from your knowledge base.

MCP n8n

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