What you can ask

Once you’re connected, talk to your assistant in plain language. Questions are answered from your live account. Anything that would change something is marked needs approval below. Claude files the request and nothing happens until you approve it on Portal → Claude Connect.

Your business at a glance

• “How’s my business doing this week?” Returns client and lead counts by stage, invoice totals outstanding and paid, upcoming bookings, open requisitions, and funnels, in one answer.
• “What can you help me with on my account?” Returns who it’s connected as and what your plan includes.

Your profile website

• “Here’s my CV. Write my profile page from it.” Drafts your headline, About, services, and FAQ. Needs approval; nothing publishes until you give it.
• “Use this photo as my profile picture.” Needs approval; you see the actual image first.
• “What’s my public profile link?” Returns your real profile, testimonial, and booking links, never a guess.
• “Change my handle to jordan-mobile-labs.” Needs approval, with a warning that it changes every public link you have. See Your public page.

Clients and leads

• “Which leads have gone cold?” Returns the follow-up work list, longest silence first, with each lead’s source.
• “Write Dana a follow-up email and send it.” Needs approval; you read the exact subject and body before it sends from your business email, and the lead is marked contacted.
• “Add Maria Lopez as a client.” Needs approval before anything joins your client list.
• “Show me everyone I haven’t invoiced yet.” Returns your client book, searchable.

Invoices

• “What am I owed right now?” Returns open invoices with totals, client, and due date.
• “Invoice Maria for a mobile draw plus travel.” Needs approval; approving creates the draft and hands you the public pay link.
• “Send that invoice to the client.” and “Maria paid in cash. Mark it paid.” Both need approval. More in Invoices.

Appointments and requisitions

• “What’s on my calendar this week?” Returns bookings with time, client, type, and address.
• “Add a 45-minute pediatric draw type.” Needs approval; approving hands you a shareable booking link.
• “Which requisitions are still waiting on results?” Shows where each draw sits in your record. Ask for anything stuck at a stage over a week and it does the date maths for you.

Funnels, images, community

• “Which of my funnels are published?” and “Give me every link I can share.” Both return real URLs from your account.
• “What’s in my media library?” Returns your uploads and saved images.
• “Generate a clean headshot-style portrait for my profile.” Needs approval; it renders on your own credits only once you approve.
• “What community events are coming up?” and “How many points do I have?” The first returns dates and RSVPs; the second, your points, badges, streak, and rank.

Checking on your queue

• “What have you asked me to approve?” Returns everything still pending.
• “Did that invoice go through?” Returns whether you approved it and, if so, what it produced.