> For the complete documentation index, see [llms.txt](https://docs.uptiq.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.uptiq.ai/ai-workbench-qore/console/integrations-hub/productivity-and-collaboration.md).
# Productivity & Collaboration
Connect your account to office productivity tools, cloud storage services, messaging platforms, and project management systems.
{% hint style="info" %}
Start in [Integrations Hub](/ai-workbench-qore/console/integrations-hub.md) and review [Connect Methods](/ai-workbench-qore/console/integrations-hub/connect-methods.md) before setup.
{% endhint %}
Browse other categories: [AI and Utilities](/ai-workbench-qore/console/integrations-hub/ai-and-utilities.md), [Banking and Finance](/ai-workbench-qore/console/integrations-hub/banking-and-finance.md), [Compliance and Analytics](/ai-workbench-qore/console/integrations-hub/compliance-and-analytics.md), and [CRM and Marketing](/ai-workbench-qore/console/integrations-hub/crm-and-marketing.md).
#### Platform-Native Productivity Integrations
| Integration | Description | Available in | Connect |
| -------------------- | ----------------------------------------------------------------------------------------------------------------------- | -------------------------- | ------------------------------- |
| Airtable | Manage Airtable records, tables, fields, attachments, and webhooks for structured data and no-code database operations. | App Builder, Agent Builder | Connect |
| DocuSign | Send documents for signature, manage recipients and reminders, track envelopes, and download signed PDFs. | App Builder, Agent Builder | Connect |
| Google Calendar | Manage calendar events and check free/busy availability across subscribed calendars. | App Builder, Agent Builder | Connect · Platform Managed Keys |
| Google Docs | Create, read, and edit Google Docs documents. | App Builder, Agent Builder | Connect · Platform Managed Keys |
| Google Sheets | Create, read, write, and manage Google Sheets spreadsheets. | App Builder, Agent Builder | Connect · Platform Managed Keys |
| Google Slides | Create, read and edit Google Slides presentations with OAuth 2.0. | App Builder, Agent Builder | Connect · Platform Managed Keys |
| Microsoft Excel 365 | Read and write worksheets and cell ranges in Excel workbooks on OneDrive. | App Builder, Agent Builder | Connect |
| Microsoft Outlook | Read, send, search, and manage mail, drafts, replies, forwards, and attachments. | App Builder, Agent Builder | Connect · Platform Managed Keys |
| Microsoft SharePoint | Work with SharePoint sites, document libraries, list items, files, and content search. | App Builder, Agent Builder | Connect · Platform Managed Keys |
| Notion | Search, read, create, and update Notion pages, databases, content blocks, comments, and templates. | App Builder, Agent Builder | Connect |
| Slack | Post team notifications and alerts, run approval workflows, and read channel and thread context. | App Builder, Agent Builder | Connect |
Use cases
| Integration | In App Builder | In Agent Builder |
| -------------------- | ------------------------------------------------------------------------------------------------------------------------------------------------------ | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Airtable | Build a lightweight CRM or project tracker backed by an Airtable base.; Create a data entry / approval workflow app that reads and writes to Airtable. | AI agent that keeps an Airtable base in sync with data from other connected systems.; AI assistant that answers questions about records or generates status reports from Airtable data. |
| Google Calendar | Build meeting scheduling applications.; Create appointment booking systems. | AI scheduler that coordinates meetings automatically.; AI assistant that summarizes upcoming calendar priorities. |
| Google Sheets | Build KPI dashboards backed by Sheets.; Create expense or budget tracking applications. | AI agent that updates operational trackers automatically.; AI assistant that analyzes spreadsheet trends and generates insights. |
| Google Slides | Build automated business presentation generators.; Create client-ready reporting applications. | AI agent that converts reports into presentations.; AI assistant that auto-generates executive summaries in slide format. |
| Microsoft Excel 365 | Build operational dashboards and reporting systems powered by Excel data.; Create budgeting, forecasting, or financial analysis applications. | AI agent that analyzes spreadsheet data and generates insights automatically.; AI assistant that updates operational trackers and reporting sheets. |
| Microsoft SharePoint | Build enterprise content portals.; Create internal compliance document systems. | AI agent that answers enterprise knowledge queries.; AI assistant that summarizes newly uploaded SharePoint documents. |
| Notion | Build a knowledge base browser and editor.; Create a project tracker synced with Notion databases. | AI agent that keeps documentation up to date automatically.; AI assistant that answers questions by searching Notion content. |
| Slack | Build incident alerting dashboards.; Create workflow approval systems integrated with Slack. | AI agent that monitors channels and summarizes discussions.; AI assistant that responds to operational queries in Slack. |
#### Productivity integrations through UDG
| Integration | Description | Available in | Connect |
| --------------- | --------------------------------------------------------------------------------------------------- | -------------------------- | ---------------------------------------- |
| AccuAccount | Document imaging and account management for credit unions and community financial institutions. | — | Connect via UDG (not yet available) |
| Adobe | Document creation, PDF services, and e-signature solutions for secure document workflows. | — | Connect via UDG (not yet available) |
| Confluence | Team workspace for documentation, knowledge management, and project collaboration. | App Builder, Agent Builder | Connect |
| Hyland | Enterprise content management and document imaging for financial services operations. | — | Connect via UDG (not yet available) |
| IMM eSign | Electronic signature and document management for loan packages and financial services workflows. | — | Connect via UDG (not yet available) |
| Microsoft Teams | Collaboration platform for chat, meetings, and document sharing within financial institution teams. | App Builder, Agent Builder | Connect |
| OnBase | Enterprise content management platform for document capture, workflow, and case management. | — | Connect via UDG (not yet available) |
| ServiceNow | IT service management and workflow automation for enterprise operations and ticketing. | — | Connect via UDG (not yet available) |
| Square | Payment processing and business management solutions for small to medium-sized businesses. | App Builder, Agent Builder | Connect (sandbox; production on request) |
| Synergy | Document management and workflow automation for lending and account servicing. | — | Connect via UDG (not yet available) |
Use cases
| Integration | In App Builder | In Agent Builder |
| --------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- | ---------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Confluence | Build a documentation portal synced with Confluence spaces.; Create a knowledge search tool for internal teams. | AI agent that keeps documentation consistent across pages.; AI assistant that answers questions by retrieving Confluence content. |
| Microsoft Teams | Build a notification/alerting app that posts updates to relevant Teams channels.; Create an approval workflow tool that routes requests via Teams messages/cards. | AI agent that acts as a Teams bot, answering questions or triaging requests inside a channel.; AI assistant that posts automated status digests or escalations to a Teams channel. |
***
### Storage
Cloud storage services for uploading, downloading, and managing files.
| Integration | Description | Available in | Connect |
| -------------------- | ----------------------------------------------------------------- | -------------------------- | ------------------------------- |
| Google Drive | Create, read, update, share, and manage files in Google Drive. | App Builder, Agent Builder | Connect · Platform Managed Keys |
| Microsoft OneDrive | Browse, upload, download, search, and organize files in OneDrive. | App Builder, Agent Builder | Connect · Platform Managed Keys |
| AWS S3 | Upload, download, and stream files using AWS S3. | — | Coming Soon |
| Azure Blob Storage | Upload, download, and stream files using Azure Blob Storage. | — | Coming Soon |
| Google Cloud Storage | Upload, download, and stream files using Google Cloud Storage. | App Builder | Connect · Platform Managed Keys |
Use cases
| Integration | In App Builder | In Agent Builder |
| ------------------ | -------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------------- |
| Google Drive | Build a centralized document management portal.; Create a secure file upload and sharing workflow. | AI agent that answers questions using Drive documents as knowledge.; AI assistant that monitors folders and summarizes newly added documents. |
| Microsoft OneDrive | Build personal or enterprise file management apps.; Create collaborative project document systems. | AI agent that extracts insights from OneDrive files.; AI assistant that monitors folders and summarizes updates. |
***
### Email Notification
Email sending and management services for transactional and notification emails.
| Integration | Description | Available in | Connect |
| ------------ | ------------------------------------------------- | -------------------------- | ------------------------------- |
| Gmail | Send, read, draft, and manage labels using Gmail. | App Builder, Agent Builder | Connect · Platform Managed Keys |
| Resend Email | Send emails using Resend. | App Builder, Agent Builder | Connect |
Use cases
| Integration | In App Builder | In Agent Builder |
| ----------- | ---------------------------------------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------------------------- |
| Gmail | Build a customer support dashboard with unified email communication.; Create automated invoice or notification sending apps. | AI agent that summarizes unread emails and highlights priorities.; AI assistant that auto-replies to customer queries based on context. |
**What you can do with Resend**
* Send transactional and notification emails from agents, skills, and apps.
* Use in automated workflows for onboarding sequences, alerts, and confirmations.
***
### Messaging
Communication platforms for sending messages through various channels.
| Integration | Description | Available in | Connect |
| --------------- | ------------------------------------------------------------------------------------------------- | -------------------------- | ----------------------------------- |
| Discord | Send messages to Discord channels and direct messages with an installed bot. | App Builder, Agent Builder | Connect |
| Telegram | Send messages, media, and documents to Telegram chats and channels, and receive updates. | App Builder, Agent Builder | Connect |
| Twilio WhatsApp | Send WhatsApp messages using Twilio. | App Builder, Agent Builder | Connect |
| Eltropy | Conversational AI and messaging platform for credit unions and banks to engage members digitally. | — | Connect via UDG (not yet available) |
Use cases
| Integration | In App Builder | In Agent Builder |
| ----------- | --------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Discord | Build a community management dashboard.; Create an event or announcement broadcasting tool. | AI agent that moderates channels and flags problematic content.; AI assistant that answers community FAQs directly in Discord. |
| Telegram | Build customer communication hubs that manage Telegram conversations alongside other channels; Create notification systems for alerts, approvals, reminders, and operational updates; Develop community engagement applications with automated responses and content distribution | Build AI agents that answer customer queries directly on Telegram; Create assistants that collect information, qualify leads, and schedule follow-ups through chat; Enable support agents that resolve common requests and escalate complex issues when needed; Deploy notification agents that proactively send updates, reminders, and personalized messages |
**What you can do with Twilio WhatsApp**
* Send WhatsApp messages from agents, skills, and apps — including OTP codes, appointment reminders, and status notifications.
* Use in automated workflows for real-time customer communication and notification delivery.
***
### Meetings
Meeting scheduling and transcription services for capturing bookings, transcripts, summaries, and action items.
| Integration | Description | Available in | Connect |
| ------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | -------------------------- | ------------------------------- |
| Calendly | Connect and manage event types, availability, and bookings using Calendly OAuth 2.0. | App Builder, Agent Builder | Connect |
| Fathom | List meetings and access transcripts, summaries, action items, and speaker insights. | App Builder, Agent Builder | Connect |
| Fireflies.ai | Retrieve meeting transcripts, AI summaries, action items, and conversation analytics. | App Builder, Agent Builder | Connect |
| Google Meet | Google Meet is a high-quality video calling app designed to help you have meaningful and fun interactions with your friends, family, colleagues, and classmates, wherever they are. | App Builder, Agent Builder | Connect · Platform Managed Keys |
| Zoom | Zoom is a communications platform that allows users to connect with video, audio, phone, and chat. | App Builder, Agent Builder | Connect |
Use cases
| Integration | In App Builder | In Agent Builder |
| ------------ | ------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- |
| Calendly | Build a meeting scheduling widget embedded in a customer-facing or internal app.; Create a sales/support booking dashboard showing upcoming and past meetings. | AI agent that finds and books available meeting slots on behalf of a user in a conversational flow.; AI assistant that auto-follows-up on no-shows or sends reminders ahead of scheduled calls. |
| Fathom | Build a centralized meeting intelligence dashboard with searchable transcripts and summaries.; Create automated client meeting trackers that sync action items into CRM or project tools. | AI agent that summarizes meetings and distributes follow-up tasks automatically.; AI assistant that extracts decisions, risks, and commitments from meeting conversations. |
| Fireflies.ai | Build a meeting intelligence dashboard with searchable transcripts and summaries.; Create automated follow-up systems that sync meeting action items into CRM or project management tools. | AI agent that summarizes meetings and creates structured follow-up tasks automatically.; AI assistant that extracts risks, commitments, and decisions from conversations and shares stakeholder updates. |
***
### Project Management
Project tracking and issue management platforms.
| Integration | Description | Available in | Connect |
| ----------- | --------------------------------------------------------------------------------------- | -------------------------- | ------- |
| Jira | Jira Cloud integration (issues, comments, projects, boards and sprints) with OAuth 2.0. | App Builder, Agent Builder | Connect |
Use cases
| Integration | In App Builder | In Agent Builder |
| ----------- | ------------------------------------------------------------------------------------------- | --------------------------------------------------------------------------------------------------------------------- |
| Jira | Build engineering operations dashboards.; Create bug tracking and release management tools. | AI scrum assistant that summarizes sprint health.; AI agent that auto-generates Jira tickets from incidents or chats. |
***
### Source Control
Version control and code collaboration platforms.
| Integration | Description | Available in | Connect |
| ----------- | ---------------------------------------------------------------------------------- | -------------------------- | ------- |
| GitLab | GitLab.com integration (projects, merge requests, diffs and notes) with OAuth 2.0. | App Builder, Agent Builder | Connect |
***
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Maintained by Abhishek Paul
AI-assisted, human-approved
{% endcolumn %}
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---
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