Supported Software Integrations
A curated list of popular integrations we can connect to your workflows—plus real examples of what we automate for customers.
Gmail
Communication
Send, reply, label, and triage email for outreach, support, and ops.
Slack
Communication
Post updates, route escalations, and notify teams in real time.
Discord
Communication
Automate community workflows: mod alerts, summaries, and routing.
Twilio
Communication
Trigger workflows from calls/SMS and send automated notifications.
Zoom
Communication
Create meetings, invite attendees, and sync meeting details.
Communication
Automate messaging workflows for support, updates, and reminders.
Telegram
Communication
Send updates, run alerts, and automate channel workflows.
Google Calendar
Productivity
Create and manage events, schedule meetings, and keep teams aligned.
Google Drive
Productivity
Create, find, and organize files/folders for workflow automation.
Example Customer Workflows
These workflows are meant to spark ideas. They’re a small preview of what’s possible when AI is allowed to operate continuously across your tools and systems.
Automatic Meeting Follow-Ups with Owners & Deadlines
Workflow Execution
Capture meeting transcript and summary automatically.
Extract action items, decisions, and open questions.
Assign owners and due dates; create tasks in Asana.
Draft a concise recap + next steps email for attendees.
Post internal highlights + ownership summary to Slack.
Meetings produce owners, due dates, and a ready-to-send recap + next steps email.
Daily Follow-Up Dashboard Across Email, Chat, and Tasks
Workflow Execution
Scan email threads for unanswered messages and pending commitments.
Detect Slack messages that imply an owed response or next step.
Cross-check today’s calendar for meetings that need pre-work or follow-up.
Reconcile tasks due/overdue and identify what blocks progress.
Generate a short ‘Today’ brief and send it to Slack (or Notion) with priorities.
A prioritized daily list of outstanding replies, overdue items, and today’s critical follow-ups.
Automated Executive Updates from Live Business Metrics
Workflow Execution
Pull the latest KPI snapshots and key segment cuts (MoM/WoW/YoY).
Detect anomalies and meaningful deltas (spikes, drops, trend breaks).
Explain likely drivers using available dimensions (channel, region, product, cohort).
Generate a tight narrative: what happened, why, and recommended next checks.
Send an exec brief to Slack with links to the relevant Looker views.
Metrics are translated into an executive-ready story with what changed and why it matters.
Social Posts Generated from Live Market Conversations
Workflow Execution
Monitor live discussions and emerging themes across platforms.
Extract recurring questions, pain points, and contrarian takes.
Draft 3–5 post options aligned to your voice and audience.
Add a ‘why this matters now’ angle and a simple CTA.
Send drafts to Slack for review/approval and schedule via Typefully.
A steady stream of relevant post drafts built from recurring questions and live conversations.
Decisions Automatically Turned into Searchable Docs
Workflow Execution
Detect decision-heavy threads and meeting summaries.
Extract the decision, context, owner, date, and next steps.
Create a structured Notion page (or Google Doc) with tags and links.
Backlink the source thread/messages for traceability.
Post the final doc link to Slack and pin it to the right channel/project.
Decisions, rationale, and outcomes become clean Notion/Docs pages your team can search later.
Deal Stage Change → Tasks + Slack Context + Follow-up Draft
Workflow Execution
Watch for deal stage updates and key field changes (amount, close date, owner).
Create the next internal tasks based on the new stage.
Post a Slack update with key context + recommended next step.
Generate the next customer follow-up email draft (stage-appropriate).
Keep an audit trail in the CRM (what happened, when, and who owns next).
Every stage update triggers the right actions so momentum doesn’t stall.
Pre-Meeting Deal Pack → Emails + Notes + Support History
Workflow Execution
Detect upcoming meeting for an active opportunity/account.
Pull last email thread highlights and CRM deal notes.
Fetch recent support tickets and current risk signals.
Generate recommended talking points and next-step asks.
Deliver a short context pack to Slack (or email) before the meeting.
A concise prep doc with risks, talking points, and recent customer context.
Contract Signed → Client Kickoff + Project Provisioning
Workflow Execution
Detect signed agreement and extract key details (scope, dates, stakeholders).
Create project in ClickUp with a default template and milestones.
Provision Drive folder structure with naming conventions and permissions.
Open Slack channel and post kickoff checklist + owner assignments.
Schedule kickoff meeting and send customer-facing agenda email.
New projects auto-create tasks, folders, channels, and a kickoff meeting with a checklist.
Bring Your Stack. We’ll Orchestrate It.
If it’s in your daily tools, it can be automated—securely and reliably.
30-min architecture call • We map your workflows + ROI