Docs

Automate tasks across Nutshell with Katana

Action
Action

Businesses automate real work through MindCloud every day.

Automate your first task

Use MindCloud Cirra to make Nutshell and Katana talk.
Here are some common ways to automate work between them.

Send a Katana notification when Nutshell receives a high-priority item.Try now
Create a Katana follow-up from new qualified activity in Nutshell.Try now
Copy new customer details from Nutshell into Katana.Try now
Update the matching Katana item when a Nutshell status changes.Try now
Start a review in Katana when Nutshell flags an exception.Try now
Summarize new Nutshell activity and save it in Katana.Try now

How MindCloud automates work

MindCloud uses Cirra to give your workplace superpowers.
Use her to powerhouse through your Nutshell and Katana work.

Connect your Nutshell and Katana. The first step is to give Cirra access to your applications.

Teach Cirra to work between them. Simply explain what you want done between them and how you use them.

Automate that work. All your apps will talk to each other and work together. No technical knowledge needed.

Frequently Asked Questions

New to MindCloud? We've got you. Here are some answers to common questions about how MindCloud works with Nutshell and Katana.

Apps are the systems your business runs on, like Nutshell and Katana. Actions are the things MindCloud can do in those systems, such as finding a record, sending a message, or updating data.

A workflow connects apps and actions in the order your process needs. That's it.