Connect Claude to your Green Weka data

How do I connect Claude to Green Weka so I can ask about my calls, emails and action items?

Green Weka lets you connect Claude, the AI assistant, so you can ask about your calls, emails, contacts, conversations and action items right inside your own Claude app. This means you can search, catch up, check details, and even send emails or update tasks using plain language, without needing to open your Green Weka dashboard.

What it does

Once connected, Claude can:

• Search and read your calls, emails, chats and in-person conversations by topic, person or date.
• Show you summaries or the exact words from a call or email, with who said what and when.
• Catch you up on recent activity, including calls, emails and connected tools like Fergus, Simpro or Xero.
• Look up contacts before a call or meeting.
• List, add, complete and update your action items.
• Export action items to your task apps (like Planner, To Do, Todoist, Asana or OneNote).
• Send or reply to emails from your connected Gmail or Outlook, always showing you the draft first.
• Run reports about your calls, emails and follow-ups.
• Read your connected Fergus, Simpro or Xero, your calendars (Outlook and Google, including adding or moving an event), and your task lists.
• Give you a job recap for Fergus or Simpro jobs.

Anything that sends or changes something (like sending an email or updating a task) is always shown to you for a clear yes before it happens.

How to connect Claude

1. Go to the Active Connections card in your Green Weka dashboard.

2. Find the Claude card and click Connect in Claude. This opens Green Weka’s page in the Claude connector directory.

3. Log in with your Green Weka email and password. You’ll need your own Claude account (on a plan that supports connectors).

4. Once connected, you can start asking Claude about your Green Weka data. For example, "What calls did I have yesterday?" or "Prep me for my meeting with Sarah."

You only need to connect once. It works everywhere you use Claude, including the mobile apps. Any tools you’ve already connected in Green Weka (like Fergus, Simpro, Xero, your calendars or task apps) are available to Claude automatically, there’s nothing extra to connect in Claude.

Tips

• Claude only sees your own account, and only when you ask. Nothing is sent until you prompt it.
• Every action that sends or changes something is shown to you for approval first.
• Team owners can ask for team-wide reports, but Claude never shows another person’s transcripts or emails, just counts and one-line summaries.
• Disconnect any time from the Active Connections card in Green Weka, or from Claude’s own connector settings. Deleting your Green Weka account also disconnects Claude.
• Other assistants like ChatGPT and Copilot are planned.

Connecting Claude gives you hands-free access to your business conversations, tasks and follow-ups, wherever you use Claude.