Using Batoi Flex From Within Claude

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Business view

What this page helps you accomplish

Batoi Flex remains the system of record, while Claude becomes a secure conversational work surface for retrieving, summarizing, prioritizing, and preparing business actions from governed workspace data.

Batoi Flex · Core workflows

Accountable roleWorkspace Admin, Operator

Business taskIntegration

Completion signalBatoi Flex remains the system of record, while Claude becomes a secure conversational work surface for retrieving, summarizing, prioritizing, and preparing business actions from governed workspace data.

1 Confirm

Scope and authority

Access to the intended Batoi Flex workspace and the relevant capability Authority to complete or review the documented task

2 Act

Integration

3 Verify

Observable business result

Potential issue and recovery

Claude cannot find the expected Flex context or proposes an unsafe action.

Recommended recovery: Stop the request, confirm connector authorization and scope, narrow the question, and complete consequential changes directly in Flex after review.

Who should use this article

This article is for Workspace Admins and Operators who are authorized to complete or review the task in the intended workspace. The person making a consequential operational, commercial, academic, care, access, or compliance decision remains accountable for the result.

Before you begin

Access to the intended Batoi Flex workspace and the relevant capability
Authority to complete or review the documented task
Use a sanitized demonstration record for practice and confirm the intended workspace, role, scope, and responsible owner before changing operational records.
Do not place passwords, connection secrets, personal data, regulated information, private documents, or payment details in notes, prompts, screenshots, or exports.

Workflow overview

Follow the verified sequence and keep the accountable human decision visible at every review or exception point.

Batoi Flex Claude connector screen showing approved connection and workspace controls — Use the approved Claude connector only for bounded requests that preserve Flex permissions and human review.

Complete the workflow

Confirm the workspace and responsibility. Enter the authorized workspace through My Batoi. Confirm the workspace name, your current role, the record or review period, and the person accountable for the result.
Open the current product area. Open Settings, Integrations, and the Claude connector. Confirm that the connection belongs to the intended workspace and is approved for the task.
Check prerequisites and source records. Make sure the required capability, connection, status, relationship, approval, and safe information boundary are ready. Search before creating a new record.
Perform the task. Ask a narrowly framed question, use the minimum permitted Flex context, and request a reviewable response rather than an unbounded action.
Review the result. Inspect the cited Flex records, identify unsupported assumptions, and decide whether to accept, correct, or discard the response.
Verify and retain the outcome. Any accepted outcome is recorded in Flex by an authorized person, with the source context and human decision still visible. Record every exception and follow-up with an owner and review date.

Verify the result

The workspace, role, record, period, and Industry Pack still match the intended scope.
Batoi Flex remains the system of record, while Claude becomes a secure conversational work surface for retrieving, summarizing, prioritizing, and preparing business actions from governed workspace data.
The visible status, source evidence, owner, exception, and next action agree with the completed work.
An authorized reviewer can understand the result without relying on hidden assumptions or information outside Flex.

Troubleshooting and recovery

What you see	What to check	Safe next action
Claude cannot find the expected Flex context or proposes an unsafe action.	Workspace, role, entitlement, source record, status, ownership, required fields, and approval evidence.	Stop the request, confirm connector authorization and scope, narrow the question, and complete consequential changes directly in Flex after review.
The expected page or action is missing.	Current role, team scope, Industry Pack availability, workspace subscription, record state, and prerequisite setup.	Stop and ask an authorized Owner or Admin to review access. Do not use another person’s account or bypass the control.
The result conflicts with evidence or another register.	Source ownership, date range, status definitions, duplicate records, latest update, and correction history.	Do not mark the task complete. Return it for correction or escalate it to the accountable owner.

Safety and governance

Protect restricted information. Do not place credentials, private document content, regulated records, or unrelated workspace information in a prompt. Use permission-controlled Flex records and the minimum information required for the task.

Do not copy authenticated page addresses, record identifiers, connection details, browser notifications, account information, or unrelated workspace content into public documentation or external communication.

Use Batoi Intelligence safely

Helpful tip: Use Batoi Intelligence inside Flex when the task requires workspace-native evidence, controls, or an auditable human decision.

Next step

Continue with the next verified article in this Product Guide, or return to the Batoi Flex Product Guide.