Embed Claude or Sonnet into all your workflows

Embed Claude or Sonnet into all your workflows

Use Anthropic to solve hundreds of use cases by combining Planhat's leading automations with AI. Analyze call outcomes, summarize accounts, identify early risk and more.

01

How it Works

Create a custom automation and add the “use AI” step, choose Anthropic. For example, when a sales deal closes, use Anthropic to analyze emails and call transcripts and create a CS handover note on the account.

02

Get Started

Authorised Planhat users can connect to Anthropic in the App Center, in Custom Connections. Setup the Anthropic integration in our App Center and add prompt or chat endpoint.

Seamlessly integrate Planhat & Anthropic

Seamlessly integrate Planhat & Anthropic

Seamlessly integrate Planhat & Anthropic

Request a demo

Request a demo

A large bonsai-style tree inside a futuristic, spacious glass greenhouse filled with steamy vapour and advanced monitoring technologies.
Meet your new system of action

See why Planhat is the tool of choice for the world's most customer-centric businesses.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.

Recognized as a world-leader by

Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

Know them. Grow them.