Your first ten minutes with the WorkPro connector

The WorkPro connector went live on August 12 for Bigge Claude users. If you have ever built a filtered, grouped, sorted WorkPro view and then screenshotted it to make a point, this recipe is for you. Three parts, about ten minutes, Claude only for now because that is where the connector is installed.

Part one: connect it

1. 01Open Claude and go to the capabilities menu.
2. 02Find WorkPro in the list and hit Connect.
3. 03Sign in with your WorkPro credentials. Your access through the connector matches your access in WorkPro, nothing more.
4. 04That is it. You do this once.

Part two: ask it something real

Ask in plain language and name real things: an equipment number, a branch, a status. Start with a question you currently answer by clicking through screens.

1. 01Show me my open service orders, oldest first.
2. 02Which units at my branch are on rent right now?
3. 03Pull up this equipment number and show me its current status.

The connector is read only and the functionality is a starter set, so some questions will come back with an honest cannot-answer-that-yet. Send those to the AI General channel. Real questions from real work are how the starter set grows.

Part three: make it a morning brief

1. 01Take the one question you would ask every single morning.
2. 02Set it up as a scheduled task in Claude for weekday mornings.
3. 03The answer is waiting before your first meeting, pulled live, with nobody screenshotting anything.

One more thing about this section. When a Field Kit recipe proves repeatable enough, it graduates into a skill and shows up installed in your account, the way Automation Scout did. Run this one, and tell us what should graduate next.