10,000+ tools across 3,000+ apps at launch. Connected for the work you choose.
ONE RESPONSIBILITY, TWO CHECKS
Three supplier bills entered as drafts. Your customer receivables check is ready too.
Friday finance brief23 OctPrepared by Cliff
That saves me pulling it all together. I’ll review the bills now.
Search 11 featured apps and your channels.
Communication channels · see an example
Microsoft 365Email, calendars & documentsA daily brief from the email, calendar and documents your team shares with Cliff.
Explore admin & scheduling
Google WorkspaceMail, files & calendarsTomorrow’s meeting prep, with relevant emails, shared files and open questions in one brief.
Explore admin & schedulingXeroInvoices & accountsSupplier invoices entered as draft bills, with a Friday receivables brief and the next follow-ups.
See the finance example
QuickBooksBooks & business financesAn overdue-invoice check, with customer replies gathered before the next reminder is drafted.
Explore finance work
HubSpotCustomers & sales activityA short brief on new enquiries, with company context and a relevant follow-up draft.
See the sales example
SalesforceCustomer records & dealsA review of open enquiries and deals, with the next follow-ups ready for your sales team.
See the sales example
NotionTeam knowledge & documentsAn answer from your team’s notes, with links to the sources and missing information called out.
Explore research & reporting
AsanaProjects & tasksA weekly project update covering overdue tasks, blockers and decisions your team needs to make.
Explore project work
monday.comProjects & team workflowsA clear update from your project boards, with changes, owners and next steps brought together.
Explore project work
ShopifyOrders & store activityA roundup of orders that need attention, with customer-update drafts ready to review.
Explore ecommerce work
DropboxShared files & documentsA meeting brief built from the files you choose, with links back to the originals.
Explore admin & schedulingShowing 11 featured apps.
These are 11 examples from the 3,000+ app launch catalogue. Tell us which app you need and we’ll check the connection and actions for your work.
Tell us your apps and the job. We’ll check the connection and actions you need.
Ask about your toolsACCESS & APPROVALS
Connect the accounts for the job. Set the steps Cliff can take, and where you want a say.
See the record of the workEXAMPLE RESPONSIBILITYSample dataOwned by SamanthaXeroWe’re working towards SOC 2 Type II attestation and ISO/IEC 27001 certification.
CONNECTION QUESTIONS
A channel is where you talk to Cliff, such as Teams or WhatsApp. Connected apps are the tools Cliff can use for the work, such as files, project records or invoice information. Some tools can play both roles.
Cliff works with the tools your team already knows. Start with a useful responsibility and the relevant accounts, instead of moving the business into another system.
An app is a service such as Xero or Slack. A tool is an action or trigger within an app. Cliff will launch with a catalogue of 3,000+ apps and 10,000+ tools. You choose which accounts to connect and what Cliff can access.
Yes. Cliff brings information together, prepares or carries out permitted work, and keeps the right people informed. The Friday finance check combines supplier bills drafted from email with a review of open customer invoices in Xero. Samantha receives both in Teams.
Use the dashboard for setup, access and a record of the work. Your everyday conversations with Cliff can stay in your channels.
