Taskeando

Taskeando is a work management platform built for marketing agencies: projects, tasks, calendar, clients, social media, leads, contracts and finances in one place. With the connector, Claude works inside your workspace on your behalf and with your permissions: it only sees and changes what you could already see and change in Taskeando.

Read: your tasks and your team's, your calendar, each person's workload, recent deliveries, projects in progress, workspace history, client brand profiles, scheduled social posts, social accounts with issues, stalled leads, expiring contracts, cash flow, transactions and the monthly financial diagnosis.

Act: reschedule, assign, comment on and complete tasks, create a task, schedule a lead follow-up, request a content draft and propose a new fact for a client's brand profile. Reversible changes (rescheduling, assigning, commenting on or completing a task, scheduling a follow-up, requesting a draft) are applied immediately, logged in the workspace under your name, and can be undone. Creating a task and adding a fact to a client's brand profile return a summary for your confirmation and only take effect after you approve.

Requires a Taskeando workspace with the AI module, included in paid plans, and permission to use AI in your role.