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Tracee
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Product

The workspace your AI works in.

Your AI plans, writes and publishes your posts, reads ad spend against your CRM, and acts in the apps you connected. Tracee gives it your channels, your rules and real numbers, and gives you the final say.

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Attribution dashboard

Spend against the leads your CRM recorded.

The Tracee attribution dashboard: what the agents did this period, then spend, CRM contacts, MQLs and cost per lead
One post, from your AI's draft to the dealExample account

  1. Draft

    posts.draft

    Claude writes Founder series #3

  2. Approve

    Maya Chen approves

    In Approvals, before it goes out

  3. Live

    Published on LinkedIn

    utm_campaign=founder-series-3

  4. Contact

    Dana Reyes

    Northwind Labs, new in HubSpot

  5. Match

    Matched by UTM

    Credited to Founder series #3

  6. Deal

    $48,000

    Closed won in HubSpot

Then ask your AI which post made money. It answers from this trail, not from what each ad platform claims.

Publish

One brief in. A native post for every channel.

Tell your AI what to say. It writes one post with a version for each channel, held to that channel's rules, and schedules it. You see each version exactly as it will look on the platform.

  • Thirteen channels. LinkedIn, Facebook, Instagram, X, Threads, TikTok, YouTube, Pinterest, Reddit, Google Business Profile, Slack, Discord and DEV.
  • Rules per channel. X at 280 characters, Instagram needs an image or video, TikTok and YouTube need a video.
  • Attributable by default. Every link goes out tagged with utm_campaign, so a click that becomes a contact is credited to the post.
ClaudeTracee connected

  1. Turn this week's blog post into posts for LinkedIn, X and Instagram.

  2. posts.draft linkedin, x, instagram

    3 versions, brandIssues: none

  3. posts.schedule Tue 9:00

    status: pending_approval

Founder series #36 channelsExample account

On LinkedIn, as your followers will see it

Ava Lindqvist

Founder at Northwind Labs

Now

We traced every closed deal from last quarter back to the post that started it. The founder posts won, and it wasn't close. Here's what we changed in how we plan content because of it.
The Northwind marketing team reviewing attribution charts

northwind.com/blog/a-quarter-of-attribution

?utm_campaign=founder-series-3

  1. Tue 9:02
    LinkedInpublished184 / 3,000
  2. Tue 9:05
    Facebookpublished184 / 63,206
  3. Wed 14:30
    Xscheduled125 / 280
  4. Wed 16:00
    Instagrampending approvalImage attached
  5. Thu 17:00
    YouTubescheduledVideo attached
  6. Not set
    TikTokdraftNeeds a video

Your voice, written down. Your AI reads it first.

Brand rules hold your tone and the phrases you never want to see. Agents read them before they write, and a version that breaks one is flagged and can't go out until it's fixed.

  • Tone and banned phrases. Written once, read by your team and by agents through the brand tool.
  • Flagged where it happens. The exact phrase is marked in the version that uses it.
ClaudeTracee connected

  1. brand.get

    Plain and specific. 4 banned phrases.

  2. posts.draft instagram

    instagram: uses banned phrase "game-changer"

  3. posts.update instagram

    brandIssues: none

Brand rulesWorkspaceExample account

Tone

Plain and specific. Numbers over adjectives. Write like a practitioner, not a brochure.

Banned phrases

  • game-changer
  • revolutionary
  • best-in-class
  • synergy
Instagram versionpending approval

Every closed deal last quarter, traced back to the post that started it. Honestly a game-changer for how we plan content.

Uses a banned phrase: “game-changer”.

Requested by Claude over MCPWaiting in Approvals

See a post that works. Write yours in one click.

Add Tracee to Chrome and it sits on the networks you scroll. On any post it writes your version, explains why it works, drafts a reply, or saves it for later.

  • Nine networks. LinkedIn, X, Facebook, Instagram, TikTok, Threads, YouTube, Reddit and Bluesky. Any page, from the right-click menu.
  • The idea, not the words. It borrows the angle and the shape, never the sentences or the author's numbers, and writes from your brand profile.
  • Straight to your calendar. Your version lands as a draft with a version for each channel, held to the same rules.
ClaudeTracee connected

  1. Write next week's LinkedIn posts from what we saved this month.

  2. posts.saved linkedin

    12 saved posts

  3. posts.draft linkedin ×3

    3 drafts, brandIssues: none

Measure

Ask which post made money. The answer comes from your CRM.

Tracee matches every new CRM contact to the campaign or post that brought it in, using the UTM parameters on the visit, the click ID the ad left behind, or the CRM's original source. When it can't, it says why.

So when your AI asks what worked, it gets contacts and MQLs from HubSpot, Salesforce or Pipedrive, not the numbers each ad platform claims for itself.

  • Three ways to match. UTM parameters, click IDs like gclid and fbclid, and the CRM's original source.
  • Posts count too. An organic post published from Tracee gets credit, not only a paid campaign.
  • Spend against real leads. Cost per lead and per MQL come from the contacts your CRM recorded.
ClaudeTracee connected

  1. Which post brought in the most MQLs last quarter?

  2. analytics.performance days: 90

    Founder series #3: 9 contacts, 4 MQLs

  3. Founder series #3, on LinkedIn. One of its contacts, Dana Reyes at Northwind Labs, is now a customer.

AttributionThis monthExample account
Spend
$27,540
Meta, Google and LinkedIn Ads
CRM contacts
131
Created in HubSpot
Cost per lead
$210
Spend over CRM contacts
Cost per MQL
$888
31 MQLs in HubSpot

  • Dana Reyes, Northwind Labs

    Customer
    Founder series #3UTM

  • Priya Natarajan, Brightline Health

    Opportunity
    Brand search, USClick ID

  • Marcus Hale, Verdant Analytics

    Opportunity
    ABM, ops leadersUTM

  • Jonas Weber, Cobalt Freight

    Customer
    Retargeting, demo viewersClick ID

  • Elena Sato, Lumen Ridge

    Opportunity
    Unmatched

    No UTM on the first visit. HubSpot original source: Direct traffic.

  • Sam Okafor, Quarry Systems

    SQL
    Competitor termsHubSpot source

See which platform numbers you can trust.

Every ad platform reports its own conversions. Tracking health lines them up against the contacts your CRM recorded and gives each platform a match rate, with the reasons the rest went unmatched.

  • Side by side. Platform-reported conversions next to the contacts in your CRM, per platform.
  • Reasons, not just a gap. Like a missing UTM, or a click ID that never reached the form.
  • Read only. Tracee reads your ad accounts. It never changes a campaign, a budget or a bid.
ClaudeTracee connected

  1. analytics.tracking_health days: 30

    Meta Ads: 212 reported, 41 in HubSpot

  2. Meta claims 212 leads, but 41 reached HubSpot. Most of the gap is first visits with no UTM.

Tracking healthOne monthExample account
  • Platform reported
  • Matched in HubSpot
Meta Ads
19%
Google Ads
41%
LinkedIn Ads
21%

Unmatched contacts, by reason12

  • No UTM on the first visit6
  • Click ID never reached the form4
  • HubSpot original source: Offline2
Govern

Your AI asks. A person decides.

Set the policy once: whether agents can connect, whether publishing needs approval, and which channels they may post to. Anything that needs a person waits in Approvals, and the agent can see the decision.

  • On by default. Publishing waits for a person until you turn that off.
  • Always a person. Deleting a post, taking one down, or changing data in a connected app.
  • No ad spend. No tool can change a campaign, a budget or a bid.
ClaudeTracee connected

  1. posts.publish Founder series #4

    Publishing needs a person: 1 request

  2. approvals.list status: pending

    1 waiting: Founder series #4

  3. Waiting for your approval
Agent policySettings, AgentsExample account

  • Allowed platforms

What an agent can do right now

Agents can draft for LinkedIn, Instagram and X. Anything they publish or schedule waits in Approvals for a person.

  • channels.listavailable
  • brand.getavailable
  • posts.getavailable
  • analytics.performanceavailable
  • analytics.tracking_healthavailable
  • crm.searchavailable
  • media.addavailable
  • posts.draftavailable
  • posts.updateavailable
  • posts.scheduleneeds approval
  • posts.publishneeds approval
  • posts.deleteneeds approval
  • apps.runneeds approval

Available Waits for approval

No tool touches ad spend. Agents can't change campaigns, budgets or bids, whatever the policy says.

Every change, with a name on it.

Whether a person clicked a button or an agent called a tool, the audit log records who did it, where it came from, what changed, and the value before and after.

  • People and agents, one log. The source says whether it came from the app or over MCP.
  • Exact tool names. Agent actions show the call they made.
  • Before and after. Every change keeps both values.
Audit logToday, UTCExample account
  1. ClaudeMCPdraft_postFounder series #4NoneDraft, 3 channels
  2. ClaudeMCPsubmit_for_approvalFounder series #4DraftPending approval
  3. Maya ChenAppApproved postFounder series #4Pending approvalScheduled, Wed 9:00
  4. Ava LindqvistAppEdited brand rulesBanned phrases3 phrases4 phrases
  5. Maya ChenAppChanged agent policyAllowed platformsLinkedIn, XLinkedIn, X, Instagram
  6. ClaudeMCPupload_mediaWebinar replay cutNo videoVideo attached
Automate

Your AI works in the apps you already use.

Connect HubSpot, Slack, Gmail, Notion, Google Sheets or any of 1,500+ apps once. Your AI can then look things up in them and, with a person's yes, make changes.

  • Found on demand. The apps tool searches every action of every connected app.
  • Reads run, changes wait. Any write in a connected app becomes an approval request first.
ClaudeTracee connected

  1. Add everyone from the webinar post to our HubSpot nurture list and tell #sales.

  2. apps.search "add contacts to list"

    2 actions in HubSpot and Slack, both writes

  3. apps.run HubSpot, Slack

    Changes need a person: 2 requests

Connected appsWorkspaceExample account
  • HubSpotCRMConnected
  • SlackMessagingConnected
  • GmailEmailConnected
  • NotionDocsAvailable
  • Google SheetsSpreadsheetsConnected
  • SalesforceCRMAvailable
  • PipedriveCRMAvailable

Reads run straight away. Looking something up never needs a person.

Changes wait. A write in any app becomes an approval request first.

Put the routine on a schedule.

Some work shouldn't need a prompt. Workflows run on a schedule, when a post goes out, or when a new contact lands in your CRM, with steps in Tracee and in your apps.

  • Start from a template. A weekly digest to Slack, an alert for every new MQL, or a publishing run.
  • Same guardrails. Add a brand check as a step before anything goes out.
Weekly performance digestWorkflow, onExample account

  1. Schedule

    Every Monday at 8:00

    Trigger

  2. Tracee

    Last week's numbers

    Get performance, 7 days

  3. Slack

    Send the digest to #marketing

    Send message

What lands in #marketing

TraceeMon 8:00

Last week: 23 contacts, 7 MQLs, $412 per MQL. Top post: Founder series #3.

Triggers on a schedule, a published post or a new CRM contact. Steps in Tracee and in your apps, with routers and loops.

Set up

Connect once. Your AI reaches all of it.

Ad platforms connect with the sign-in you already use. Your CRM and social channels connect in a click. Then one link connects your AI, and it sees what your account can see.

  • Meta, Google and LinkedIn Ads. Spend, impressions, clicks and the conversions each platform reports.
  • HubSpot, Salesforce, Pipedrive. Contacts and stages, matched to campaigns and posts.
  • Workspaces for teams. Invite teammates. Agents act for the person who signed them in.
ClaudeTracee connected

  1. channels.list

    LinkedIn, X, Instagram, YouTube connected

ConnectionsWorkspaceExample account

Ad platforms

  • Meta AdsContinue with FacebookSpend, impressions, clicks, reported conversions
  • Google AdsOne clickSpend, impressions, clicks, reported conversions
  • LinkedIn AdsContinue with LinkedInSpend, impressions, clicks, reported conversions
  • TikTok, Reddit and Pinterest AdsOne clickSpend, impressions, clicks, reported conversions

CRM

  • HubSpotOne click, or a private app tokenContacts, lifecycle stages, original source
  • Salesforce and PipedriveOne clickContacts and stages, matched the same way

Publishing and agents

  • +8Social channelsEach network's own sign-inPublishes the posts you send or approve
  • Claude, ChatGPT or any MCP clientOne MCP link, OAuth or API keyNine tools, under your agent policy
Team sign-in with Google, Microsoft or email
14-day trial. No credit card.

Give your AI the keys to publishing. Keep the ones to your budget.

Connect your channels and your CRM, then your AI. Its first post waits for you.