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)

• Slack connected to Claude (see Claude's guide on connecting Slack)

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

1

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.

2

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.

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.

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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)."

This page will update as we add more ways to automate CorralData across your tools. Check back for new workflows, or email [e-mail] with a use case you'd like to see.