Flowformance

Flowformance is where teams keep their standard operating procedures (SOPs). Record a procedure once with your screen and voice, and Flowformance drafts it as a step-by-step SOP your team can follow. This connector brings that library into Claude, so answers about how your business runs come from your own procedures instead of guesswork.

What you can do:

• Ask how something is done and get an answer drawn only from your published SOPs, with the sources cited so you can open them.
• Search SOPs by title and summary, and open any one as markdown or as numbered steps.
• Browse your collections to see how procedures are organized.
• Turn a process you describe, meeting notes, or research into a new SOP. It's saved as a draft for a person to review and publish.
• Update an existing SOP. The previous text is kept in version history, and changes to a published SOP go live only when you ask Claude to publish them.

Your access in Claude matches your access in Flowformance. When you connect, you sign in and choose a workspace. Every member can read published SOPs. Editors and admins can also see drafts and create or edit SOPs. Members limited to certain teams see only their teams' collections. If someone is removed from the workspace, their connection stops working on the next request. SOPs on your public site are published from the Flowformance app, not from Claude.

Tools:

• search_docs, get_doc, list_collections, answer (read only)
• create_doc, update_doc (write; editors and admins only)

Requires a Flowformance workspace. Setup guide: https://flowformance.com/connect