Procore
Procore Technologies
Connect company portfolio context, documents, schedules, cost codes, field records, and project workflows without replacing the source system.
Connect the systems your company already uses.
Procore, Microsoft 365, Sage, and more. Clevis reads your existing systems without replacing them, keeping records connected and sources intact.
Integrations
Connect the systems your company already uses and bring their work into one streamlined company experience.
Microsoft Teams
Microsoft
Bring teams, channels, messages, meetings, and organization groups into Clevis workflows.
SharePoint
Microsoft
Discover sites and selected file metadata while keeping document content in Microsoft 365 by default.
Outlook
Microsoft
Connect mail, calendar events, contacts, and shared mailbox context with explicit user or company scope.
Sage
Sage Group
Connect accounting and ERP records through a Sage product-specific data contract selected during setup.
Microsoft Excel
Microsoft
Access workbook structure and selected table or worksheet ranges through governed actions.
Procore
Microsoft Teams
SharePoint
Outlook
Sage
Microsoft Excel
You
After today’s OAC, pull the open change, the cost codes it hits, and the owner conversation across systems.
Clevis Command
From today's OAC, the open item is CO-184 on Northline. It concentrates on cost codes 08 and 09, with the owner conversation still open in Teams and Outlook.
Company-linked change package
CO-184 · 4 systems · post-OAC
CO-184 · Northline
Scope change for Level 12 owner improvements
Cost codes 08 / 09
Forecast move vs committed package values
OAC channel notes
Owner accepted direction; pending formal CO
Owner recap thread
Meeting follow-up and next decision date
I can draft the CO package, attach code-level cost impact, or post the owner recap with the OAC notes linked.
Your systems, connected.
Clevis connects to the tools your teams already rely on and brings their records into one explainable company context.
01
Records
Source kept intact
Read without flattening
Records come back with their source system attached. Procore stays Procore. SharePoint stays SharePoint. Clevis connects them, not replaces them.
02
Answer
Compiling from systems…
Answers carry their path
Every answer can trace back to the exact record, system, and moment it came from. Teams can inspect the evidence, not just trust a summary.
03
Agents
One connection, every agent
Works across every agent
One connected system is shared by Command, Coordinator, and Sentinel. Connect once and every agent reads from the same source.
Every system that matters.
Built for the platforms construction companies already run on.
Procore
Connect portfolio context, documents, schedules, cost codes, field records, RFIs, and submittals without replacing the source system.
P
LiveProcore
Project management
Microsoft 365
Teams channels, SharePoint files, Outlook threads, and Excel workbooks become part of the connected company context.
M
LiveMicrosoft 365
Teams · SharePoint · Outlook
Sage
Connect accounting and ERP records through a Sage-specific data contract. Cost codes, commitments, and forecast move into every relevant answer.
S
LiveSage
Accounting & ERP
ERP
Cost code 08
$1.24M committedERP
Cost code 09
$880K forecastERP
Open exposure
$620K change eventsMore coming
Primavera P6, Autodesk ACC, scheduling tools, and custom connectors are on the roadmap. Request a priority or ask about building your own.
+
SoonMore systems
Scheduling · field · custom
Primavera P6
Procore Scheduling
Autodesk ACC
Custom connector
Built to stay out of the way.
Connect more without changing how your teams already work.
Data contract, not free access
Each integration reads only the record types and fields defined in its data contract. The contract is visible, versioned, and auditable.
Permission-aware by default
Connected systems respect your existing access controls. A user only sees the connected records their role allows inside Clevis.
No migration required
Your teams keep using Procore, Teams, and Sage exactly as they do today. Clevis connects to the live systems. Nothing moves.