A growing home for the automations and step-by-step guides that make your day easier. Start with the first one below.
Connect your Follow Up Boss account to Claude and start pulling your own reports and tools. A clean, start-to-finish walkthrough — with both a Mac and a Windows path.
New guides and automations are on the way.
An AI teammate that actually runs your Follow Up Boss — knows your whole database, drafts in your voice, and takes action. Your account, your computer, free.
A private link between your own Follow Up Boss account and Claude. A 46-tool connector reads and updates everything in your CRM, and a web operator does what Follow Up Boss's API can't — send texts and emails, place calls, run bulk actions. You just talk to Claude in plain English. Nothing sends without your say-so.