Sign in with your company account
Drop your files here
Up to 20 files. See instructions on the right →
Select an operation
Choose a task from the left panel to unlock file upload
Tell me where I can collect the data automatically
Click to connect this task to another system
No chart requested for this task yet
To add or remove tasks, use ➕ Create New Task in the left panel instead — this box is only for replacing a prompt, instructions, or template file on an existing task.
Admins always see every task in this board. Uncheck a box to hide that task from that crew member.
Contacts to notify when this task raises an alert (via prompt-defined ALERT: text). Not wired to actually send anything yet — collected now for the upcoming SMS/email integration.
The agent stages the prompt and templates for you to run yourself in Claude.ai — best when you need to carefully check formatted files (like Excel) before anything is finalized.
Upload the Word document with instructions for Claude — what to do with the uploaded files.
Upload the instructions for the user — shown in the right panel when this button is clicked (.md or .txt, plain text).
Upload any template file(s) this task needs (optional — some tasks need none).
Describe in plain language when this task should raise an alert. Claude decides whether the condition is met each run — if so, the board shows a red alert badge. Leave blank for no alerting.