What Horizon can see
Projects, tasks, people, companies, deals, budgets, time entries, bookings, invoices and supported financial reporting.
ProductiveCRM and pipeline software
AI automation inside Productive.
Turn approved Productive records into useful delivery, utilisation and profitability actions.
Budget-risk project list
PN
@Horizon, show me active projects that have used more than 80 percent of budget and explain the remaining work.
On it. Checking Productive now.Projects checked in ProductiveCross-checked and compiled into one list
A budget-risk project list.
Exception brief
MD
@Horizon, which team members have missing time or are overbooked next week?
On it. Checking Productive now.Approved Productive records checkedMissing items listed for follow-upCross-checked and compiled into one summary
A time and capacity exception brief.
Resourcing update pack
ER
@Horizon, prepare the project task, assignee and booking changes from this resourcing meeting, but wait for approval.
On it. You approve before anything is saved.
The approved details read from this threadDraft project and task prepared for ProductiveNothing saved in Productive until you approve
A resourcing update pack ready to approve.
The connection
How does Horizon actually get into Productive?
Horizon connects through Productive's official API. Your team approves which records Horizon can use and what it may prepare before the build starts.
Microsoft TeamsYour team asks here
The official doorwayYour organisation approves access
01Seeapproved records02Prepareyour approval first03Startagreed trigger or schedule
ProductiveYour approved records
What Horizon can prepare
Horizon shows your team supported project, task, assignment, time and booking updates for team review before saving.
How work can start
Horizon checks approved Productive records on an agreed schedule and uses changed records to prepare the next action.
What we confirmed about the Productive connection
- The connection sees only what the approved Productive user can see.
- The organisation must be identified explicitly so work never crosses into the wrong Productive account.
- The reliable starting point is a scheduled check rather than promising that every change arrives instantly.
Checked against official Productive information on .
Day to day
Use Productive without jumping between systems.
Productive stays in place as the software your team already uses. Your team asks in Teams, Copilot, Claude or ChatGPT, and Horizon answers with only the approved records that request needs.
We connect one workflow first, prove it with your team on real review steps, then expand.
Often paired with
Software we connect with Productive.
Common questions
Using Horizon with Productive, answered.
What could our team ask Horizon to do with Productive?
Turn approved Productive records into useful delivery, utilisation and profitability actions. Typical results include a budget-risk project list, a time and capacity exception brief, and a resourcing update pack ready to approve.
Can our team use Productive from Microsoft Teams?
Yes, after the agreed access is approved. Your team asks Horizon in Teams, Horizon checks the approved Productive information and connected systems, then returns the answer or proposed action for review.
Can Horizon use Productive with Outlook, SharePoint or our other software?
Yes. We design one workflow around Productive and the other approved systems your team relies on, so the result can use the relevant information without staff opening each system separately.
Can Horizon prepare changes in Productive, not just answer questions?
Yes, where Productive supports the agreed action. Horizon prepares the change, shows it to the right person and applies it only under the permissions and review rules agreed for the workflow.
What would we start with in Productive?
We start with one useful, controlled request such as: @Horizon, show me active projects that have used more than 80 percent of budget and explain the remaining work. The first version stays narrow enough to test with real staff and real review steps.
What access is needed before work starts?
A Productive administrator or user creates dedicated access for the organisation. Data visibility follows that user's role.
Does Horizon replace Productive?
No. Productive remains the system your team uses. Horizon connects only the approved data and actions needed for the agreed workflow.
How does Horizon keep the Productive workflow safe?
We agree exactly which records, people and actions are in scope. We test one limited workflow with approved examples, keep important changes behind human review and expand only after the pilot is working properly.
The audit costs nothing
Put AI to work inside Productive.
Tell us the Productive job you would rather not do yourself.
30 min with our Director. No sales rep, no follow-up.