AI Codex

Integrations

What to actually set up — by role.

Anthropic has a full directory. This is the opinionated version — what to set up first, what order, and what's genuinely worth your time for your specific situation.

We don't list every integration — Anthropic already does that. Browse the full directory → We tell you what to actually set up for your role, what order, and what's genuinely worth your time.

What's your role?

The Ops & Admin Setup

Claude works from your actual files and remembers your processes — no re-explaining every session.

1
ProjectsEssential

Gives Claude persistent memory — your docs, style guide, and instructions stay loaded across every session.

Load your SOPs, templates, and policies once. Claude applies them every time.

2
Google DriveEssential

Claude reads your Docs, Sheets, and files by name — no downloading or copy-pasting.

Read any doc by name — no copy-pasting from Drive into the chat window.

3
AsanaWorth it

Claude helps write task descriptions, project briefs, status updates, and retrospectives from your Asana context.

Turn rough task notes into properly scoped Asana briefs and generate weekly status updates from your project list.

4
ConfluenceWorth it

Claude reads your wiki for Q&A, and drafts runbooks, ADRs, and SOPs back into it.

Draft runbooks, SOPs, and process docs — then query existing docs in plain language without navigating Confluence.

5
Excel skillEssential

Upload a spreadsheet — Claude cleans, restructures, adds formulas, and hands back a real .xlsx file.

Turn raw data exports into clean, formatted spreadsheets without manual work.

6
Word skillWorth it

Claude produces .docx files with proper formatting — headings, tables, sections.

Produce policy docs, process guides, and templates as real Word files.

7
PDF skillEssential

Claude reads and extracts from PDFs — contracts, reports, scanned docs, complex layouts.

Extract from vendor contracts, reports, and forms without downloading anything.

Honest take: Projects + Google Drive is the combination that delivers. Confluence is worth adding if your team documents processes there — the Q&A alone saves the constant 'where is the runbook for X' questions. The skills are high value if you regularly produce documents or work with spreadsheets.