The AI that works for you

Logo Claude

CLAUDE INTEGRATION FOR YOUR BUSINESS

Still losing hours to repetitive tasks? Tools that don’t talk to each other? Reports that take days to put together?

We connect Claude to your tools, and we move forward.
Agents IA Claude : CRM, administratif et rapports

AI AGENTS

Custom AI agents

Agents built on Claude, configured around your processes and connected to your tools: monday.com, QuickBooks Online, Dext and Zapier.

CRM agent
AI agent

CRM agent

  • Qualifies new leads as soon as they come in
  • Updates customer records after every interaction
  • Reminds you of follow-ups at the right time
  • Flags opportunities that have gone quiet for too long
Admin agent
AI agent

Admin agent

  • Prepares and sends invoices
  • Follows up on late payments
  • Files incoming documents in the right place
  • Answers routine emails
Reporting agent
AI agent

Reporting agent

  • Compiles sales and expense figures
  • Produces a clear report every week
  • Tracks the progress of ongoing projects
  • Spots variances before they become problems
Customer service agent
AI agent

Customer service agent

  • Answers common questions, day and night
  • Books and confirms appointments
  • Routes complex requests to the right person
  • Follows up after every resolved request
Market watch agent
AI agent

Market watch agent

  • Monitors news in your industry
  • Keeps an eye on your competitors
  • Finds grants and programs you qualify for
  • Sums up what matters, without the noise

COMPANY BRAIN

Your company's brain

Your agents don't start from scratch. They all draw on the same memory: your procedures, your clients, your pricing and your history, kept together and up to date in one place.

WHAT FEEDS IT
YOUR AGENTS
PDFYour documents and procedures
Your emails and meetings
Your projects in monday.com
Your QuickBooks numbers
Your company brain
PROCEDURES · CLIENTS · PRICING · HISTORY
CRM agentCRM agent
Admin agentAdmin agent
Reporting agentReporting agent
Customer service agentCustomer service agent
Market watch agentMarket watch agent
IDENTITY
6 FILES
Its identity lives in a few .md files
The brain is built from simple text files (Markdown): who you are, how you work and what your agents need to know. Readable by your team, easy to update, and read by Claude before every task.
CLAUDE.md
Identity, mission and ground rules
company.md
Services, pricing and how you work
clients.md
Your clients and their history
procedures.md
Your processes, step by step
tone-and-style.md
Your voice and your templates
agents/
Each agent's role
01
It learns how you work
Your processes, templates and business rules are documented once in these files, then applied everywhere.
02
All your agents share the same memory
What the CRM agent knows about a client, the admin agent knows too. No more repeating yourself.
03
Your data stays protected
Controlled access, business accounts and information handling in line with Quebec's Law 25.

TRAINING

We teach your team to get the most out of Claude

Even the best tool is useless if your team doesn’t know how to use it. We train your employees to use Claude every day, with your real files and your real tools.

Getting started

Kick-off training

The basics to start on the right foot: asking the right questions, giving context and checking the answers.

By role

Hands-on workshops

Management, admin, accounting, sales: real-life cases tailored to each person’s work.

Security

Best practices

What to share and what to keep confidential: clear rules, in line with Quebec’s Law 25.

Ongoing

Follow-up and coaching

Follow-up sessions to answer questions and go further as your team gains confidence.

In French or English, at your team’s pace.

FEATURES

Claude in action

One precise question. Every report read.

Drop in your monthly reports, invoices or statements, even dozens of them, and ask your question in plain language. Claude reads them all, surfaces what answers it (budget overruns, variances, anomalies) and shows you the exact source of every figure.

ROUTINES

Tasks that run on their own

A routine is a task Claude runs automatically at a set time, without anyone having to start it. You get the result, ready to use.

Every morning, 9 a.m.

Status report

Claude checks your boards and tools, then sends you a PDF report in your company colours.

Every Monday

Weekly summary

Late projects, upcoming tasks and items to watch in monday.com, summed up in a few lines.

After every meeting

Meeting notes

The meeting's decisions and follow-ups, written up and added to the right item in monday.com.

Every month-end

Financial check-in

Your QuickBooks Online numbers explained in plain language: what changed, and what needs your attention.

Routine in action

What if we set up a routine to handle my emails every morning?

CONNECTORS

Claude plugged into your tools

With connectors, Claude reads and acts directly in the apps you already use. Here are the most popular connections.

GmailEmail
Google DriveFiles
Google CalendarCalendar
OutlookEmail and calendar
SharePointDocuments
TeamsMessaging
monday.comProject management
SlackMessaging
NotionNotes and wiki
AsanaTasks
HubSpotCRM
CanvaDesign
FirefliesMeetings
ZapierAutomation

And thousands of other apps, including Claude integration with QuickBooks OnlineQuickBooks Online and Claude integration with DextDext, through Zapier and APS's custom integrations.

monday.com
QuickBooks Online
Dext
Plooto
Gmail
Google Drive
APS Management + Claude
WHY APS

Why choose APS to integrate Claude

An AI tool, however powerful, only delivers results when it’s connected to your real processes and your real data. Without a thoughtful setup, it remains a simple chatbot.

That’s exactly what APS does. We know your tools (monday.com, QuickBooks Online, Dext, Zapier) and we connect Claude to them so it works with your data, the way you work.

APS helps you make Claude a true member of your team, not just another tool.

Still not convinced?
See it for yourself, live.

Let’s talk about your repetitive tasks and processes: we’ll show you what Claude can take off your plate.

Logo Claude

Discovery call

  • Review of your repetitive tasks
  • Agent and routine ideas for your team
  • Demo with your own tools

FREQUENTLY ASKED QUESTIONS

Your questions about Claude

01What is a Claude agent?
An agent is an assistant set up for a specific task (admin, CRM, reporting): it has access to the right tools, follows your instructions and works with your data.
02Is my data protected?
We set up Claude with business accounts, whose data isn't used to train the models, and we control access to sensitive information in line with Quebec's Law 25.
03Do I need technical skills?
No. APS handles the setup and trains your team. You use Claude in plain language, in English or French.
04Which tools can Claude work with?
Claude connects to the most widely used tools (Gmail, Google Drive, Outlook, monday.com, Slack…) and, through Zapier and our custom integrations, to QuickBooks Online, Dext and thousands of other apps.
05How long does implementation take?
It depends on the scope of your project. We start with a discovery call, then give you a step-by-step implementation plan with a clear timeline. Your first automations are rolled out first, and we build from there.

Our other services

Two areas of expertise under one roof, amplified by Claude

At APS, every engagement starts the same way: we listen. We don't just install software, we build systems that fit your business. Paired with Claude, our two areas of expertise go even further.

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