CLEVERTREK OVERVIEW

The platform that turns your work into AI context

Curated knowledge, connected data and agents that act on it

Clevertrek turns your everyday work — analyses, reports, decisions — into lasting context your AI works from. Solo or as a team.

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Spaces & permissions Curated content Connected data Agent tools AI governance

NEXT GENERATION TOOLS

How your work becomes AI you can trust

You already use AI. Clevertrek turns it into a system — curated by people, run by agents, governed end to end.

Ready to use

Nothing to configure. Clevertrek ships turnkey — connect your stack and you’re working in minutes.

  • Turnkey — nothing to configure
  • Connectors linked out of the box
  • Addons and permissions preset
  • You’re working in minutes
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Workspace ready Turnkey Connectors linked Addons installed Permissions ready All set · no configuration

Private and Public Spaces

For client management, team workspaces or public knowledge hubs — every space sets its own visibility and access.

  • Per-space visibility controls
  • Private spaces for clients and teams
  • Public hubs for shared knowledge
  • Invite, approve or revoke access
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Space visibility Private Clients & team only Public Anyone with the link

Addons that run as agents

Planner, Talk to Report, Clever Tables and more — each addon runs as an agent with its own tools, scoped to your workspace context.

  • Each addon runs as a scoped agent
  • Tools limited to your workspace context
  • Planner, Talk to Report, Clever Tables & more
  • Plain-language instructions, repeatable runs
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Instructions to follow Agent Score this week's leads by zone, then draft the executive report and share it. Tables Report Planner Run agent ↑

Isolated Projects by Design

Project Hubs keep work isolated by design. Context and permissions travel with each space — no leaks, no collisions.

  • Project Hubs isolate work by design
  • Context & permissions travel per space
  • No cross-project leaks or collisions
  • Switch projects without losing focus
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PROJECT HUBS · ISOLATED CONTEXT Project A 4 members Project B 6 members Project C 3 members

Curated Content Vault

Knowledge curated by people, not scraped by machines. Tagged, permissioned and searchable across every space.

  • Curated by people, never scraped
  • Tagged and permissioned per space
  • Searchable across every workspace
  • Likes, related knowledge & quick add
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Q2 Growth Playbook Curated by Marta · 12 links marketing funnel GA4 Attribution Notes Curated by Leo · 8 links analytics

Knowledge and AI governance

Per-user caps, space enrollment and an auditable ledger — all billed to one company hub. Your organization’s AI stays governed, visible and under control.

  • Company-wide billing through one hub
  • Per-user usage caps and quotas
  • Space-level enrollment and access
  • Full, auditable usage ledger
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Workspace governance Company billing hub Active Per-user quota cap Audit ledger Monthly usage

CONNECT PERSONAL & CORPORATE SPACES

Connect your data, run your tasks, curate your content

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HOW IT WORKS

From scattered work to context-aware AI, in three steps

01

Create your spaces

Spin up a workspace for a team, a client or a project. Set who's in and what they can see.

02

Curate and connect

Add the links, files and notes that matter, and connect your data sources. The context builds itself.

03

Put AI to work

Run agents on your knowledge — score leads, draft reports, answer questions — governed end to end.

Ready to put your knowledge to work?

Start free. Bring your tools, your knowledge and your context.

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