Olie Flow AI

Olie Flow AI connects Claude to your Olie workspace, the platform where teams run their work as step-by-step funnels. Instead of switching tabs, you can ask Claude what's happening in your operation and act on it in the same conversation.

Find and understand work

• Search and list projects, or see every project sitting in a given funnel step
• Get a project's full picture: current step, owners, form answers, and its history across the funnel
• Read a project's content and notes, and add new updates or records to it

Move work forward

• Move projects between funnel steps. Olie's own step rules and requirements still apply, so Claude can't skip a gate your team configured
• Create projects (fully or with a quick create), edit their details, or clone an existing one as a starting point
• Read and fill in the forms attached to a project or a funnel step

Measure your funnels

• Track funnel and step metrics such as volume, conversion, and time spent in each step
• See how projects flow between steps to spot bottlenecks

Example prompts

• "Which projects are stuck in Proposal sent, and for how long?"
• "Summarize the history of project LA-2 and add a note that the client approved the budget."
• "Move LA-1 to Contact and show me this month's conversion for the Leads funnel."

Access and security Sign-in uses OAuth 2.1 with your existing Olie account. During consent you pick a single workspace, and Claude can only reach that workspace, always within your own permissions in Olie. Read-only tools run without extra prompts. Anything that changes data is marked as a write action, so Claude asks for your confirmation first.

Requirements An Olie account with access to at least one workspace. Setup takes under a minute: add the connector, sign in, choose your workspace, and start asking.