Connect the apps where your work lives, and have it gather information and prepare what you need instead of moving it yourself every time.
Each time you open messages and files and copy material into the assistant, there's a step you could shorten. Connectors link it to the apps containing your work so it can retrieve relevant information instead of you gathering it yourself.
It can read a file, gather recent email updates, and prepare a report or reply. In apps supporting actions, it can also create or edit a file or send an email you've reviewed. Capabilities vary by connection and account.
Start with one app and a task you need. If there are several projects or accounts and your meaning is unclear, specify which you mean. Once you've confirmed access to the right information, expand the work step by step.
Choose from what's available to you. You can use these prompts with several tools. What they can carry out depends on supported features and files.
See tool details and uses in the Tools library →A sales employee receives 20 emails daily: prices, orders, and inquiries. She connects Gmail to Claude and each morning asks for replies in the style of her previous emails. She reviews them in 5 minutes and sends them.
Gather relevant messages and appointments from the intended accounts. Separate decisions needed from information and drafts.
Continue with the meeting decisions workflow, recording each decision's location and tasks without guessing owners or deadlines.
Use the spreadsheet cleaning workflow before gathering numbers from multiple sources.
Open the menu and choose what fits your inputs and desired result. The method's guide appears directly below it.
Prepare the project description, requirements, and examples of suitable responses. Ask an instruction-preparation assistant to organize them. Review the instructions. Its role is to improve the context you'll work with.
Try it on your work: Prepare what you'll work on and start with a small part. Review the result before continuing.
Open any step by its heading. Each explains what to do, why, and what to check before continuing.
Connecting saves you moving information from the app into the conversation.
A small test confirms the assistant reached what you intended.
Information from multiple apps brings the context closer to your real work.
Gathering information helps when it becomes something that lets you continue your work.
Some connectors do more than read. The assistant may use other tools too.
For recurring work, you don't need to explain your approach from scratch every time.
Open a prompt and fill in your details. Empty fields remain visible so you don't forget them.
Write the prompt in a conversation with the suggested tool after preparing the files listed in the steps.
This is a ready-to-use example. Copy it as is, or adapt the text to your work.
Connecting apps reduces information gathering. Defining the requirements keeps the assistant working with your relevant context.
Copy the prompt as it is, or tailor it with your details first.
Confirm the account and source. Review actions actually completed and drafts before sending them.
If there's a problem, name the unsuitable part, show an example, and request a specific edit.
