Connect Trackit to the AI you already use
Once connected, setup, data cleanup, automation and dashboards take one sentence. Changes land in Trackit, within your permissions.
Connect with one URL
Add the Trackit URL to an AI tool like Claude Desktop, Cursor or Claude Code and sign in. No API key needed.
Or use the CLI and API
Connect servers and coding agents through the CLI, and in-house systems through the public API.
Setup
Ask "Where should I track commitments?" and it proposes a custom object and fields, then builds table and kanban views.
Create, update and delete data
Add many records at once, update values when a contract changes, and delete the ones that were cancelled.
Build workflows
Describe a repetitive task and the AI chains blocks into a workflow draft. You publish it yourself.
Build sequences
Say how many follow-up emails to send and how far apart, and the AI builds the sequence steps. You publish it yourself.
Query and analyze data
Ask "Which commitments are at renewal risk?" and it finds, counts and groups records to answer.
Build dashboards
Turn the analysis into charts and number cards on a Trackit dashboard right away.
Only what you can see
The AI works with the connecting person's permissions. Customers and email you can't see stay hidden from it too.
Get started today
From managing customer data to automating your work, start it all with Trackit.