Procore
Procore Technologies
Connect company portfolio context, documents, schedules, cost codes, field records, and project workflows without replacing the source system.
Bring your tools into the work.
Connect the systems your team already uses, bring project context together, and get more done without jumping between apps.
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.
Less searching. More useful context.
Clevis brings information from across your construction stack into the conversations and workflows where it can help.
01
Records
Source kept intact
Work with the tools you know
Keep using the systems your team relies on every day. Clevis brings their information together around the work.
02
Answer
Compiling from systems…
Get answers with context
Bring project records, documents, conversations, schedules, and costs into one clear view without hunting across tabs.
03
Agents
Connected context, ready to use
Move work forward
Use connected information across Clevis to answer questions, follow up on changes, and keep projects moving.
Built for the construction stack.
Connect project management, collaboration, document, scheduling, and financial tools in one place.
Procore
Bring RFIs, submittals, project documents, change events, and other project records into the flow of work.
P
ConnectedProcore
Project management
Microsoft 365 and Google Workspace
Find the emails, files, meetings, and conversations that add important context to a project.
M
ConnectedMicrosoft 365
Teams · SharePoint · Outlook
Financial systems
Connect Sage Intacct and Microsoft Dynamics 365 Business Central to bring cost and financial context closer to project decisions.
S
ConnectedSage Intacct
Cost and financials
ERP
Cost code 08
$1.24M committedERP
Cost code 09
$880K forecastERP
Open exposure
$620K change eventsMore construction systems
Clevis is expanding support for scheduling, field, document, and project systems across the construction stack.
+
More comingMore systems
Scheduling · field · custom
Primavera P6
Autodesk ACC
Microsoft Project
Custom connection
Your tools stay yours.
Clevis adds a connected layer across the systems your team already trusts, without asking you to rebuild the way your company works.
Connect, do not replace
Your existing systems remain the place where your team works. Clevis makes their information more useful together.
Keep the source in view
Connected information stays tied to its source, so people can see where an answer came from and return to the original record.
Use the access you authorize
Clevis works with the connections and information your team chooses to make available.