Talk to your capture operation
Connect Pocket Capture to Claude or ChatGPT and ask about your own leads, funnel, and capture setup in plain language — then let the AI propose new forms and capture points that you approve in the app. More leverage over your pipeline, not more process.
What you can ask
- “Who are my most important leads to follow up with this week?”
- “How is my booth QR code converting — views to submissions over the last 30 days?”
- “Is anything in my capture setup broken or going to waste?”
- “Draft a capture form for tomorrow’s networking event.”
What it can do
Read your leads & follow-ups
Search leads, surface who’s going cold, review your task list, and run a data-quality check before you act.
Read your capture operation
See your capture points, funnel and conversion, adoption trend, and a health pass over your setup.
Propose new setup
Ask it to draft a form, a capture point, a thank-you page, or a give-back — it stages a proposal for you.
You stay in control
Nothing is created until you review and approve it inside Pocket Capture. The AI never acts on its own.
It proposes, it never creates
The connector is read-only by default — every data tool only reads. When you ask it to build something, it stages a draft that lands in Pocket Capture for your review. You edit it if you want and approve it explicitly; nothing goes live until you say so. The AI can never change or delete your existing capture setup on its own.
Your data stays yours
The connector only ever sees your own captured leads and setup — never anyone else’s. Access uses a secure sign-in (OAuth) that you can revoke at any time, and your data is never used for marketing, advertising, or model training. See the privacy policy for the full detail on collection, use, retention, and your rights.
How to connect
In Claude (Team/Enterprise or a plan that supports custom connectors), add a custom connector with this URL, then sign in with your Pocket Capture account when prompted:
- In Claude, open Settings → Connectors → Add custom connector.
- Paste the URL above and continue.
- Sign in with your Pocket Capture email & password when the browser opens.
- Start asking — try one of the prompts above.
Support
Questions about the connector? Email build@mojosystems.io.