Your first Page

Try the whole loop in your sandbox first. The sandbox is a collection no client can see, so nothing you do there reaches anyone.

Ask Claude for a draft

Paste this into Claude:

Using the Lexill connector, find my sandbox collection with list_collections. Draft a short project proposal for an imaginary client there with create_page: a heading, the scope in three bullet points, and a price. Then give me the review link.

Claude finds your sandbox, writes the page as a draft, and gives you a review link.

Review it

Open the review link. You see the page as your client would. From there you can:

• ask Claude for changes in the same chat, and it updates the draft;
• fix a typo yourself in the text box;
• preview it as your client.

Publish it

Press Publish. Only you can: Claude can't publish a page or send an invite. In the sandbox, publishing reaches no one, so it's safe to try.

The real thing

When it works, ask for a real page: "Turn our call notes into a proposal for Acme and put it in their collection." Claude can create collections, draft and revise pages, comment on published pages in your name, and propose clients to invite. You confirm each invite, and the client is emailed the first time you publish into their collection.