Productivity & Collaboration

Connect your account to office productivity tools, cloud storage services, messaging platforms, and project management systems.

Start in Integrations Hub and review Connect Methods before setup.

Browse other categories: AI and Utilities, Banking and Finance, Compliance and Analytics, and CRM and Marketing.

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

---

Maintained by Abhishek Paul AI-assisted, human-approved