> For the complete documentation index, see [llms.txt](https://docs.corraldata.com/kb/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.corraldata.com/kb/mcp/automations-and-integrations.md).

# Automations & Integrations

Once CorralData MCP is connected to your AI assistant, you can set up recurring automations — so your data comes to you, rather than you having to ask for it.

### Automate with Slack (Claude only)

With Claude Cowork and the Slack connector, you can schedule CorralData to run a report on a recurring cadence and post the results to a Slack channel automatically.

#### What you'll need

* Claude Desktop app with Cowork (paid plan: Pro, Max, Team, or Enterprise)
* CorralData MCP connected to Claude (see [Getting Started](/kb/mcp/getting-started.md))
* Slack connected to Claude (see [Claude's guide on connecting Slack](https://support.claude.com/en/articles/11506255-get-started-with-claude-in-slack))

Once CorralData MCP and Slack are connected to Claude, follow the steps below to set up your first scheduled brief.

{% stepper %}
{% step %}

#### Create a scheduled CorralData task in Cowork

* Open the **Claude Desktop app** and go to **Cowork**.
* Click **Scheduled** in the left sidebar, then **+ New task**.
* Select **Set up manually**.
* Fill in the following fields:
  * **Task name** — a short label for the task (e.g., "Monday performance brief")
  * **Description** — what the task is for
  * **Prompt** — the exact instructions Claude will follow each time it runs (see example prompts below)
  * **Frequency** — how often it should run
  * Click **Save**.
    {% endstep %}

{% step %}

#### Review your scheduled task

Go to **Scheduled** in the Cowork sidebar to see all your scheduled tasks. From here you can edit, pause, run on demand, or delete any task.

{% hint style="info" %}
**Important:** Scheduled tasks only run while your computer is awake and the Claude Desktop app is open. If the app is closed when a task is due, Cowork will run it automatically the next time you open the app. Toggle on **Keep awake** in the task settings to allow your computer to stay on when the task is scheduled to run to avoid task completion delays.
{% endhint %}
{% endstep %}
{% endstepper %}

***

#### Example scheduled tasks to get started

> **Monday performance brief**
>
> *A weekly summary of location performance posted to Slack every Monday morning.*
>
> Prompt: "Every Monday at 8:00 AM, query CorralData for last week's revenue across all locations, flag any locations that are up or down significantly week over week, and post a summary to #leadership."

> **Monday growth brief**
>
> *A weekly summary of CAC, ROAS, and new-customer mix posted to Slack every Monday morning.*
>
> Prompt: "Every Monday at 8:00 AM, query CorralData for last week's blended ROAS, CAC by channel, and new-customer mix. Flag any channels where efficiency dropped week over week and post a summary to #leadership."

> **Daily location drop alert**
>
> *A conditional alert that only fires when a location misses its target — no noise on good days.*
>
> Prompt: "Every day at 7:00 AM, check CorralData for each location's revenue compared to the prior week. If any location is down more than 10% week over week, post an alert to #ops with the location name, the drop percentage, and any context on what's driving it (e.g. lower booking volume, utilization)."

{% hint style="success" %}
This page will update as we add more ways to automate CorralData across your tools. Check back for new workflows, or email <support@corraldata.com> with a use case you'd like to see.
{% endhint %}


---

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