Insights & AI
Octyo in Claude
Ask Claude about your Octyo data and let it act for you, with your permissions and your approval.
Who it’s forEvery team member with a Claude account
What you do with Octyo in Claude
- Connect Octyo to Claude in three steps, on claude.ai or in the Claude apps
- Ask in plain language: overdue invoices, this week’s calendar, items below their reorder point…
- Choose what Claude can do: read only, or read and act to create, edit and send
- Approve each action Claude describes before it happens in Octyo
- Review what Claude drafts: an article, post or reply stays flagged until you approve it
- Revoke access anytime in Settings → Claude; an admin can see the whole team’s access
With the other apps
What Octyo in Claude shares with its neighbors, with nothing typed twice.
- InvoicingClaude drafts a quote or an invoice and follows up on unpaid ones, once you approve
- Dashboards & reportsClaude runs a report to answer a question about your numbers
- WebsiteClaude drafts a blog post, kept as a flagged draft until you review it
- Customer serviceClaude summarizes a ticket and suggests a reply that you review before sending
In the same area
Which plans include it
- Discovery: your free app of choice
- À la carte: added to your other apps
- Essential: as an add-on
- Complete: included, with every other app
Try Octyo in Claude for free.
With the Discovery plan, Octyo in Claude can be your free app, for up to 3 users. The other apps stay one click away.
