Integrations/Meetings & AI

Built into the portalRuns in 7 builds

Claude (Anthropic).

Agreements, executive reports, email summaries, task sizing, account reviews and a read-only assistant.

Watch it work ↓Connect Claude

How it connects

1
Context gathered
tasks, emails, recaps
2
Claude writes
a summary, a draft, an estimate
3
You review
nothing saves without you
4
Filed where it belongs
ClickUp, email, the portal

portal.yourcompany.com/admin

Integrations

Claude (Anthropic)

Running

Your data

Claude

Context gathered

tasks, emails, recaps

Claude writes

a summary, a draft, an estimate

You review

nothing saves without you

Filed where it belongs

ClickUp, email, the portal

Live simulation · illustrative data

And here's what you see.

Claude, inside the portal — no tab switching.

portal.yourcompany.com/admin

CRM

Halcyon Labs

Search…AskTeam view

Asking about Halcyon Labs

Where do things stand with Halcyon?

↗ Email · Sep 29↗ Tasks · 2 late↗ Hours · this month

Ask anything about your clients…

Read-only

Portal features it powers

Agreements→Planner→Invoicing→Executive reports→Correspondence→Assistant→Dashboards by role→

Running in real builds

Creative marketing agency

Marketing & Creative

→

Paid social advertising agency

Marketing & Creative

→

Grant-writing consultancy

Nonprofit

→

Luxury design-build firm

Construction & Real Estate

→

B2B marketing agency

Marketing & Creative

→

In-house video production team

Media & Production

→

Personal life app — finance, fitness, nutrition

Mobile Apps

→

More in meetings & ai.

All integrations →

Gemini

Food-label reading and macro estimates when the database comes up empty.

Fathom

Every recorded call becomes a ClickUp recap — summary, decisions, action items, billable hours.

Fireflies

A second recorder feeding the same recaps.

Put Claude to work.

Thirty minutes to map what should happen automatically — and what your team should never have to retype again.

Request the 30-minute call →