Shared agents for Professional Services & Consulting
Build agents, automations, and apps your Professional Services & Consulting team can manage together. The deliverable-and-billing backbone of a services business: engagement/resource/time tracking, client documents and e-sign, light CRM, accounting/invoicing, and a knowledge base for IP.
Shared integrations for Professional Services & Consulting
Connect once and share access with agents, automations, apps, and teammates, with granular permissions.
Connect Rocketlane to Claude in type.com to assign tasks, extend dropdown fields, and add members to projects and conversations.
Connect Wrike to Claude in type.com to copy project folders, manage group members, and set up webhooks from a shared project thread.
Connect Asana to Claude in type.com to add members and followers, file projects into portfolios, and link tasks to projects from one shared thread.
Connect Hub Planner to Claude in type.com to tag and group projects, add clients, and manage custom fields from a thread.
Connect Toggl to Claude in type.com to create clients and projects, invite teammates, and keep time tracking current from a thread.
ClockifyConnect Clockify to Claude in type.com to create projects, build shared reports, and manage clients and tasks from a shared team thread.
Connect Everhour to Claude in type.com to create clients, review client lists, and clock time in and out from a thread.
Connect PandaDoc to Claude in type.com to create documents from files, attach materials, organize folders, and build templates.
Connect DocuSign to Claude in type.com to add contacts, adjust envelope settings, and attach files from a shared thread.
Connect Better Proposals to Claude in type.com to create companies, design proposal covers, and check currencies from a shared thread.
Connect Bidsketch to Claude in type.com to create clients, draft proposals, and clean up old records from a shared team thread.
Connect Nusii proposals to Claude in type.com to draft client proposals, add line items, and track proposal status from a shared thread.
Connect Carbone to Claude in type.com to generate documents from templates, browse categories, and remove outdated templates as a team.
Connect Docmosis to Claude in type.com to check environment status, manage templates and images, and render documents in a thread.
Connect Pipedrive to Claude in type.com to add deals, organizations, and activities, create custom activity types, and log notes from a sales thread.
Connect Capsule CRM to Claude in type.com to log notes, add project parties, and set up custom fields from a shared sales thread.
Connect Folk to Claude in type.com to add companies and people, log notes on a deal, and keep CRM records tidy from one thread.
Connect Quickbooks to Claude in type.com to run P&L, balance sheet, and aging reports and look up invoices, bills, and vendors without editing the books.
Connect Xero to Claude in type.com to create invoices, bills, contacts, items, bank transactions, and manual journals from a shared finance thread.
Connect FreshBooks to Claude in type.com to check clients, review business staff, and manage webhooks from a shared accounting thread.
Connect Zoho Invoice to Claude in type.com to apply credits, add comments, and clone invoicing projects without switching away from your team thread.
Connect Confluence to Claude in type.com to search pages with CQL, publish blog posts, and add labels and properties to keep your wiki organized.
Connect Granola to Claude in type.com to search meeting notes, pull summaries, and surface action items in a shared channel.
Connect Fireflies to Claude in type.com to ask AskFred about past meetings, clip key moments as bites, and send the notetaker into live calls.
Skills for your shared agents
Reusable instructions, scripts, and assets your agents and teammates can use together.
Generates client statements of work and proposals in PandaDoc or Better Proposals from a scoping brief, pulling rate cards and reusable clauses from your Confluence knowledge base.
Queries Toggl, Clockify, or Harvest time entries to compute per-consultant billable utilization, budget burn vs. SOW, and overruns across active engagements.
Cross-checks logged hours against QuickBooks, Xero, or FreshBooks invoices to flag unbilled time, draft monthly invoices, and surface AR aging by client.
Assembles a one-page status brief for any Rocketlane or Wrike project by combining milestones, open tasks, time spent, and recent client notes from HubSpot.
Reads Toggl entries and Harvest forecasts to surface upcoming bench time by seniority and recommends resource shifts or staffing changes for active engagements.
Pulls milestone completion, budget-to-actual hours, and client sentiment from Wrike and Everhour to score each engagement on trajectory, satisfaction, and profitability.
Shared automations for Professional Services & Consulting
Start work on a schedule or from Slack, webhooks, email, feeds, and supported app events.
Posts a per-consultant billable-utilization and budget-burn summary pulled from Toggl and Rocketlane to the practice channel.
When a PandaDoc or DocuSign proposal is signed, kicks off project setup in Rocketlane and alerts the delivery lead to staff the engagement.
Scans QuickBooks and Xero for invoices past their due date and drafts reminder emails plus an AR-aging summary for the finance channel.
Watches Wrike and Everhour for any engagement that crosses 80% of its SOW hours and pings the engagement manager before it overruns.
Compiles project status, hours remaining, and next milestone from Rocketlane into a templated monthly pulse-check email for the engagement manager to send.