The Skydog Cowork Go-LiveClaude Partner Network — Certified Services Partner

    Claude Cowork,
    live across your team.
    In weeks, not quarters.

    Plan your go-live↓ what we set up

    Go live in 6 to 8 weeks

    Skydog's Cowork Go-Live

    Claude set up for your whole team: connected to your tools, scoped by role, and trained on how you work.

    01

    Discovery & Planning

    Working sessions with each team: how they work, where the answers live, and what goes first.

    02

    Build

    ConnectorsArtifactsSkillsGovernance

    03

    Pilot, Refine, Roll-Out

    A pilot group works on real tasks ahead of a team-wide roll out.

    Bring on new teams and add Artifacts, Skills, & Connectors as your business evolves.

    Connectors

    See more
    Connectors preview

    Artifacts

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    Artifacts preview

    Skills

    See more
    Skills preview

    Governance

    See more
    Governance preview

    Connectors

    Connect Claude with your tech stack

    Skydog connects Claude to your tools, without switching tabs.

    We'll help you control who gets access by role and set what Claude can do in each tool, whether that's reading, drafting, updating, or creating.

    Tool permissions like read_file_content, create_file, and update_file
    Claude connected to Salesforce, HubSpot, Snowflake, Databricks, NetSuite, Clay, Gong and more

    Use a platform without a native Claude Connector?
    Skydog can build a custom MCP.

    Artifacts

    Artifacts your team can act from, not just look at

    Custom interfaces designed around how your team works, fed by live data from every tool you run.

    A revenue dashboard, a Monday pipeline review brief, and an Ask your data chat built in Claude

    Revenue Dashboard

    This quarter vs. last, from your CRM and billing system, refreshed hourly.

    Pipeline Review

    A Monday brief generated from Salesforce at 6:00 am, in your house format.

    Ask your data

    Plain-English questions across HubSpot, Zendesk, and Gmail, with one-click next steps.

    Skills

    Skills teach Claude how your company works

    A Skill is a written playbook Claude follows: the steps, sources, and formats your team expects.

    Without skills

    “What's in my pipeline?”

    Claude asks which pipeline, from what data source, and guesses what you want to see.

    You get a generic summary in a new format every week.

    With a custom skill

    “What's in my pipeline?”

    Claude pulls open deals from Salesforce and suggests additions from emails and recordings.

    The output has specific fields and a 14-day rule to flag stale deals, sorted in the exact way you expect, every time.

    /open-pipeline-skill

    A SKILL.md file defining default Salesforce output fields

    Governance

    Enterprise governance to meet the needs of IT and Compliance

    Security First

    Claude reaches only the systems and records you approve. No access is over-exposed.

    Role-based Permissions

    Each team and user gets access to specific Connectors, Artifacts, and Skills that match their roles' needs.

    Controlled Rollout

    Nothing goes company-wide by accident. New Skills and Artifacts get tested and approved, then released team by team.

    Model & Spend Controls

    Smart model defaults for every team and workflow, plus usage tracking so spend stays visible.

    Role-based access panel for Connectors, Skills, and model access

    Certified Claude Architects • SOC2 Certified

    Two paths to putting Claude to work

    01

    Cowork Implementation

    Claude set up for your whole team: connected to your tools, scoped by role, and trained on how you work.

    → Go live in 6 to 8 weeks

    02

    Always-On AI Agents

    Proactive, purpose-built agents that handle multi-step work inside your tools.

    Slack / Teams agentsSales agentsService agentsSupport agentsFinance agentsBiz Ops agents

    Skydog's always-on AI agent build

    Custom agents built to proactively plan and execute multi-step work across your systems.

    The Skydog Agent in Slack updating a SOW and Salesforce after a customer call

    Agents we've built

    Post-Call CRM Agent

    Listens to call recordings. Updates stage, amount, close date, and next step in Salesforce. Posts the recap in Slack and gets approval.

    Inbound Lead Agent

    New website lead enriched in Clay, scored against ideal customer profile, created in CRM. Books the meeting or routes to an SDR.

    Ticket Triage Agent

    New Zendesk ticket: answered from the help center if it's covered, otherwise assigned to the right owner with a one-line summary.

    CRM Hygiene Agent

    Every night: duplicates merged, missing titles and emails filled; Opps with no recent activity flagged to the owner in Slack.

    → Scoped and priced per agent

    Scope an agent

    Get Cowork live
    for your team.

    Bring us the recurring meeting nobody likes, the report that takes a day, the workflow that lives in someone's head. We'll scope it, build it, and have it running for your team in weeks.

    Scope your go-live

    FAQ

    Common questions

    How is Claude used in a CRM workflow?

    Most often for research and summarization grounded in CRM data, drafting customer-facing content, and driving scoped record updates through a Model Context Protocol server connected to the org.

    Is our CRM data safe with Claude?

    Access is scoped to what the workflow needs, read and write permissions are separated, and sensitive fields are excluded from what the model can retrieve.

    Do we need our own Anthropic account?

    Skydog includes Claude API credits with every engagement for testing and deployment. Production workloads usually move to your own account.