Reads your Clientary
Ask in plain language and Beagle answers from Clientary - "what changed this week?" - in the channel, with sources attached.
System of record
Beagle for Clientary.
Beagle puts Clientary to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.
What Beagle does.
With Clientary connected, from day one.
Keeps Clientary current
When a record changes, Beagle can update it and post the recap, waiting for your nod before it writes anything back.
Watches while you work
No prompt needed. Beagle notices the records that matter and brings them to Slack or Microsoft Teams.
Connect Clientary to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with Clientary?
Yes. Connect Clientary with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What can Beagle do with Clientary?
Beagle watches Clientary for when a record changes, then update it and post the recap. You can also just ask it questions about your records in plain language.
Is the Clientary connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Clientary - and nothing is sent or saved until you approve it.
Do I need a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Clientary workflows by hand.
More integrations.
Notion
Google Sheets
Google Drive
Google Calendar
Schedule
Supabase
MySQL
PostgreSQL