Read only
Claude can look things up and answer questions. It can't change anything.
“Who owes us money?”
Works with Claude
Connect Claude to ZartonAI and ask about your jobs, quotes and money from the Claude app on your phone, Claude on the web, or Claude Code. It can do the work too, and asks before anything goes out.
Rather not use Claude? The same assistant is built into ZartonAI.
Connect in a few clicks
From your ZartonAI settings. You'll get the details Claude needs to reach your business.
Add ZartonAI as a connector in Claude and sign in. It works on your phone, on the web and in Claude Code.
Read only, can draft, or can act. Start careful and open it up when you're ready.
What you can ask
It works through the same actions a person on your team would use, so nothing happens that you couldn't do yourself.
“Quote the Miller panel upgrade, good/better/best, and send it.”
“Which estimates haven't been answered this week?”
“Add a change order to JOB-208 for two extra outlets.”
“Who still owes us money?”
“Send Miller their statement.”
“Ana's job is done. Bill it.”
“What happened while I was on the roof today?”
“Put Jen on the Becker job Thursday morning.”
“Ask Marco for photos of the finished panel.”
“What's on Van 2 for tomorrow's panel swap?”
“What's running low?”
“Hold the fish tape for JOB-211.”
Scheduled routines
Set Claude to look at your business on a schedule. It reads the “what's new” feed since its last visit, handles what it's allowed to, and sends you a notification when something needs a decision.
Two-way automations
An automation in ZartonAI can start a Claude routine the moment something happens. And Claude can run your automations back, so the steps you've already set up stay in charge.
Safety
Pick a permission level for each connection. Whatever you choose, anything that sends, signs or charges waits for your yes, and every change is logged with who made it: a person or the AI.
Claude can look things up and answer questions. It can't change anything.
“Who owes us money?”
Claude can prepare estimates, invoices and replies. You review and send them.
“Draft a quote for the Miller job.”
Claude can schedule, assign, update and run automations. Sending, signing and charging still ask you first.
“Send Ana the estimate.” → waits for yes
Create your account, connect Claude, and ask your first question.