Let your AI assistants read Clientary
Connect Clientary to Tendersight and let your AI assistants automatically process your activities. A full-suite platform to manage Clients, Invoices, Projects, Proposals, Estimates, Hours, Payments, Contractors and Staff. The perfect solution to win clients and save time.
What you can do
Powerful automation capabilities out of the box.
Batch processing
Import historical activities from Clientary in bulk. Backfill your AI assistants with past data to improve response quality from day one.
Custom field mapping
Map Clientary fields to Tendersight attributes. Define exactly how your activities are structured when they arrive in your workspace.
Activity log
Track every import from Clientary with a detailed audit trail. See exactly what activities were synced, when, and by which trigger.
Error handling
If a sync from Clientary fails, Tendersight retries automatically and notifies you. No activities get lost between systems.
How it works
Get started in three simple steps.
Connect Clientary
Link your Clientary account in one click. Secure OAuth authentication — no passwords stored.
Configure your sync
Choose which activities to import, set filters, and map fields to your Tendersight workspace structure.
Let AI take over
Your AI assistants process incoming activities automatically — extracting insights, structuring data, and preparing tender responses.
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