Agents & automation
Work with Hans, Elsa, workflows, and connected AI tools.
- Agent playbooks overview
What Berchtold's AI agents do and how they fit into your workflow.
- Connect Buffer
Link Buffer to schedule and publish through your existing Buffer queue.
- Connect Claude to the Berchtold MCP
Copy a workspace MCP endpoint and connect it to Claude with your account permissions.
- Connect Google (Analytics, Search Console & Drive)
Link Google Analytics and Search Console for performance data, and Drive for exports.
- Connect LinkedIn
Link your LinkedIn organization Page to publish updates natively.
- Connect Meta (Facebook & Instagram)
Connect your Facebook Page and Instagram account for supported Meta features.
- Connect WordPress
Link your WordPress site to publish blog posts and manage media.
- Connect X
Link your X account to publish posts and pull engagement metrics.
- Creating & assigning tasks
Capture work, assign owners, set priorities and due dates, and track it to done.
- Email in Berchtold
Set up native sending, templates, subscription lists, and campaigns.
- Integrations overview
What you can connect, where connections live, and how Berchtold keeps them healthy.
- Recurrence & filters
Set repeating tasks and filter your list by status, owner, and due date.
- Reviewing agent run history
Revisit what an agent did, step by step, for auditing and learning.
- Reviewing approvals in Inbox
Approve proposed work and follow its execution status.
- Risk levels explained
Why Berchtold scores agent actions low, medium, or high — and what that means for approvals.
- Running an agent
Kick off an agent on a task and follow its progress to a result.
- Task notifications
Get notified about assignments, completions, and reminders via in-app, email, or Slack.
- Using Canva designs
Export a design from Canva and upload it to your Studio post.
- Work with Hans and Elsa
Understand the system assistant, transaction assistant, record context, and review boundaries.