Closing out a project can involve reconciling transactions and closing the survey itself. The connector for Claude lets you handle each of these from Claude, the same place you are already working through the rest of your research.
Reconcile transactions
Ask Claude to review and reconcile transactions, accepting or rejecting completes after the fact with a reason attached for audit purposes. Every change Claude makes is recorded in your activity log under your name.
Close the survey
Closing a survey is permanent. The connector will not close one without your confirmation. Once you ask Claude to close a survey, it reads back the action and waits for your go-ahead. You can also ask it to explain the consequences first.
Getting started
Ready to bring it into your workflow? Reach out to your PureSpectrum account manager or email psclaudeconnector@purespectrum.com, and we will get you set up.
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