> 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/integrations/integrations-hub/productivity-and-collaboration.md). # Productivity & Collaboration {% hint style="info" %} Start in [Integrations Hub](/integrations/integrations-hub.md) and review [Connect Methods](/integrations/integrations-hub/connect-methods.md) before setup. {% endhint %} Browse other categories: [AI and Utilities](/integrations/integrations-hub/ai-and-utilities.md), [Banking and Finance](/integrations/integrations-hub/banking-and-finance.md), [Compliance and Analytics](/integrations/integrations-hub/compliance-and-analytics.md), and [CRM and Marketing](/integrations/integrations-hub/crm-and-marketing.md). #### Platform-Native Productivity Integrations | Integration | Description | Source | Connect Method | | -------------------- | ----------------------------------------------------------------------------------------------------------------------- | -------- | -------------- | | Airtable | Manage Airtable records, tables, fields, attachments, and webhooks for structured data and no-code database operations. | Platform | Connect BYOK | | DocuSign | Send documents for signature, manage recipients and reminders, track envelopes, and download signed PDFs. | Platform | Connect BYOK | | Google Calendar | Manage calendar events and check free/busy availability across subscribed calendars. | Platform | Connect BYOK | | Google Docs | Create, read, and edit Google Docs documents. | Platform | Connect BYOK | | Google Sheets | Create, read, write, and manage Google Sheets spreadsheets. | Platform | Connect BYOK | | Google Slides | Create, read and edit Google Slides presentations with OAuth 2.0. | Platform | Connect BYOK | | Microsoft Excel 365 | Read and write worksheets and cell ranges in Excel workbooks on OneDrive. | Platform | Connect BYOK | | Microsoft Outlook | Read, send, search, and manage mail, drafts, replies, forwards, and attachments. | Platform | Connect BYOK | | Microsoft SharePoint | Work with SharePoint sites, document libraries, list items, files, and content search. | Platform | Connect BYOK | | Notion | Search, read, create, and update Notion pages, databases, content blocks, comments, and templates. | Platform | Connect BYOK | | Slack | Post team notifications and alerts, run approval workflows, and read channel and thread context. | Platform | Connect BYOK | #### UDG Productivity Integrations | Integration | Description | Source | Connect Method | | --------------- | --------------------------------------------------------------------------------------------------- | ------ | --------------- | | AccuAccount | Document imaging and account management for credit unions and community financial institutions. | UDG | Connect via UDG | | Adobe | Document creation, PDF services, and e-signature solutions for secure document workflows. | UDG | Connect via UDG | | Confluence | Team workspace for documentation, knowledge management, and project collaboration. | UDG | Connect via UDG | | Hyland | Enterprise content management and document imaging for financial services operations. | UDG | Connect via UDG | | IMM eSign | Electronic signature and document management for loan packages and financial services workflows. | UDG | Connect via UDG | | Microsoft Teams | Collaboration platform for chat, meetings, and document sharing within financial institution teams. | UDG | Connect via UDG | | OnBase | Enterprise content management platform for document capture, workflow, and case management. | UDG | Connect via UDG | | ServiceNow | IT service management and workflow automation for enterprise operations and ticketing. | UDG | Connect via UDG | | Square | Payment processing and business management solutions for small to medium-sized businesses. | UDG | Connect via UDG | | Synergy | Document management and workflow automation for lending and account servicing. | UDG | Connect via UDG | *** ### Storage Cloud storage services for uploading, downloading, and managing files. | Integration | Description | Source | Connect Method | | -------------------- | ----------------------------------------------------------------- | -------- | -------------- | | Google Drive | Create, read, update, share, and manage files in Google Drive. | Platform | Connect BYOK | | Microsoft OneDrive | Browse, upload, download, search, and organize files in OneDrive. | Platform | Connect BYOK | | AWS S3 | Upload, download, and stream files using AWS S3. | Platform | Connect BYOK | | Azure Blob Storage | Upload, download, and stream files using Azure Blob Storage. | Platform | Connect BYOK | | Google Cloud Storage | Upload, download, and stream files using Google Cloud Storage. | Platform | Connect BYOK | *** ### Email Notification Email sending and management services for transactional and notification emails. | Integration | Description | Source | Connect Method | | ------------ | ------------------------------------------------- | -------- | -------------- | | Gmail | Send, read, draft, and manage labels using Gmail. | Platform | Connect BYOK | | Resend Email | Send emails using Resend. | Platform | Connect BYOK | **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 | Source | Connect Method | | --------------- | ------------------------------------------------------------------------------------------------- | -------- | --------------- | | Discord | Send messages to Discord channels and direct messages with an installed bot. | Platform | Connect BYOK | | Telegram | Send messages, media, and documents to Telegram chats and channels, and receive updates. | Platform | Connect BYOK | | Twilio WhatsApp | Send WhatsApp messages using Twilio. | Platform | Connect BYOK | | Eltropy | Conversational AI and messaging platform for credit unions and banks to engage members digitally. | UDG | Connect via UDG | **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 | Source | Connect Method | | ------------ | ------------------------------------------------------------------------------------- | -------- | -------------- | | Calendly | Connect and manage event types, availability, and bookings using Calendly OAuth 2.0. | Platform | Connect BYOK | | Fathom | List meetings and access transcripts, summaries, action items, and speaker insights. | Platform | Connect BYOK | | Fireflies.ai | Retrieve meeting transcripts, AI summaries, action items, and conversation analytics. | Platform | Connect BYOK | *** ### Project Management Project tracking and issue management platforms. | Integration | Description | Source | Connect Method | | ----------- | --------------------------------------------------------------------------------------- | -------- | -------------- | | Jira | Jira Cloud integration (issues, comments, projects, boards and sprints) with OAuth 2.0. | Platform | Connect BYOK | *** ### Source Control Version control and code collaboration platforms. | Integration | Description | Source | Connect Method | | ----------- | ---------------------------------------------------------------------------------- | -------- | -------------- | | GitLab | GitLab.com integration (projects, merge requests, diffs and notes) with OAuth 2.0. | Platform | Connect BYOK | --- # Agent Instructions This documentation is published with GitBook. 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