Both read from the same client file, cited and correctable. What changes is where the file lives, who builds it, and where you ask.
Choose the connector if your team already works in Claude and wants files to stay on your own machines. Choose the web app if you want the client file built for you from Salesforce and Outlook. A seat can move from one to the other without rebuilding anything.
| What you're comparing | The Claude connector | The Briefly web app |
|---|---|---|
| Where your files live | In a folder on your own machines | In Briefly's hosted environment |
| Who builds the client file | Your team, working inside Claude | We build it from Salesforce and Outlook |
| Where you ask | Inside Claude, the app your team already has open | The Briefly web app, from any browser |
| Salesforce routing | Not connected. Point Claude at the files you already have. | Connected during setup, along with Outlook |
| Setup effort | Download, sign in, point it at your folder | We connect your systems and build the file for you |
| Best for | Teams that already live in Claude | Teams that want the file built for them |
Both plans read and write the same client file. A correction made in one shows up in the other.
Your team already works in Claude.
You want it handled for you.
Every plan reads from the same knowledge base, and a seat can move from one to the other without rebuilding anything.
Briefly · Demo
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