About this video

Presenter David DeWinter walks through six kinds of Claude connectors for working professionals, five described as nearly universal and the sixth job-specific, using the Claude desktop app (web and mobile also work). 1) Communication: connect Microsoft 365 via Customize > Connectors > Browse Connectors (admin approval from IT may be needed) to get a one-screen briefing from Outlook calendar and unread mail from the last 24 hours; Gmail/Google Calendar do the same for Google users, and Slack/Teams connectors can summarize missed messages and schedule replies. 2) Files/storage: Google Drive (also Box, Dropbox, and OneDrive/SharePoint via Microsoft 365) to search, list, copy and rename files and folders, though uploads are typically not available. 3) Team brain: Notion, so Claude can reference playbooks stored there and add deep-research results back into Notion. 4) Role-specific: his example is finance via QuickBooks, the video’s sponsor — generating P&L and balance sheet reports in Claude, forecasting against industry benchmarks (his business is categorized as limited service restaurants), listing open invoices and sending a payment reminder; HubSpot and Semrush are named as sales/marketing equivalents. He cites an offer of 50% off QuickBooks Online for three months via the description link. 5) AI note taker: Fathom, to surface action items, promised follow-ups and at-risk deals, and to build a refreshing ’live artifact’ in Claude Cowork. 6) Projects/tasks: Trello, to create and update tasks with labels. He closes with a combined Monday-morning ‘chief of staff’ example pulling calendar, email, meeting notes, documents and overdue QuickBooks clients into a brief plus a top five in Trello.

Key takeaways

  • Connectors are added via Customize > Connectors > Browse Connectors in Claude; Microsoft 365 may require IT admin approval
  • The Microsoft 365 demo prompt combines today’s Outlook calendar with unread mail from the last 24 hours into a one-screen, action-focused briefing
  • Storage connectors (Google Drive, Box, Dropbox, OneDrive/SharePoint) support searching, listing, copying and renaming, but typically not uploading files
  • The QuickBooks connector can produce P&L/balance sheet reports, benchmark forecasts, open-invoice lists and payment reminders directly in Claude
  • Combining all connectors enables a Monday ‘chief of staff’ brief that ends with the top five priorities written into Trello

Episode details: published August 7, 2026 · 9:43 long. Summary written by Self Growth Videos from the episode itself. Business results and any income figures mentioned are Kevin Stratvert’s own claims, shared for education — they are not typical or guaranteed.


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