Supported categories
| Category | Typical role in a workflow |
|---|---|
| Reading recent sent email for context; drafting or sending messages where agreed. | |
| Files | Reading documents; creating outputs such as the one-pager in Google Drive shown in the meeting demo. |
| CRM | Client and deal context for answers and workflows. |
| Finance | Finance information relevant to agreed processes. |
| Job systems | Job and project information used to move work forward. |
The demonstrated meeting workflow also uses calendar events and meeting transcripts, and posts its checklist to Slack.
How compatibility is confirmed
Support is scoped per business. There is no verified, published catalogue of every brand, so we will not pretend there is one.
- List your actual systemsWrite down the product names for each category, not just “our CRM”.
- Bring them to a suitability callWe confirm what can be connected for your workflows.
- Scope anything bespokeBespoke connections are scoped separately and can form part of the Kickstart onboarding.
Optional browser extension
An optional browser extension is available for Chrome and Edge. According to our Privacy Policy, it acts only on tabs opened for a task or tabs you share with it. It does not access your browsing history, cookies or saved passwords. Payment actions through the extension always require your approval. The permissions you grant and the scope of the task determine what it can do.
Requirements and limits
- You need appropriate access to each system you want connected.
- A workflow only uses systems connected and permitted for it.
- We do not offer connectors for messaging tools beyond those confirmed in your scope.
Questions
Do you integrate with [our tool]?
Bring the name to a suitability call and we will confirm. Compatibility is scoped per business.
Does a bespoke connection cost extra?
Bespoke connections are scoped separately. The one-off Kickstart covers privacy, permissions and bespoke connections as agreed; see pricing.
Is the extension required?
No. It is optional.