Productivity & Collaboration
Connect your workspace 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
Airtable
Manage Airtable records, tables, fields, attachments, and webhooks for structured data and no-code database operations.
Platform
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DocuSign
Send documents for signature, manage recipients and reminders, track envelopes, and download signed PDFs.
Platform
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Google Calendar
Manage calendar events and check free/busy availability across subscribed calendars.
Platform
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Google Docs
Create, read, and edit Google Docs documents.
Platform
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Google Sheets
Create, read, write, and manage Google Sheets spreadsheets.
Platform
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Google Slides
Create, read and edit Google Slides presentations with OAuth 2.0.
Platform
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Microsoft Excel 365
Read and write worksheets and cell ranges in Excel workbooks on OneDrive.
Platform
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Microsoft Outlook
Read, send, search, and manage mail, drafts, replies, forwards, and attachments.
Platform
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Microsoft SharePoint
Work with SharePoint sites, document libraries, list items, files, and content search.
Platform
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Notion
Search, read, create, and update Notion pages, databases, content blocks, comments, and templates.
Platform
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Slack
Post team notifications and alerts, run approval workflows, and read channel and thread context.
Platform
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UDG Productivity Integrations
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.
Google Drive
Create, read, update, share, and manage files in Google Drive.
Platform
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Microsoft OneDrive
Browse, upload, download, search, and organize files in OneDrive.
Platform
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AWS S3
Upload, download, and stream files using AWS S3.
Platform
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Azure Blob Storage
Upload, download, and stream files using Azure Blob Storage.
Platform
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Google Cloud Storage
Upload, download, and stream files using Google Cloud Storage.
Platform
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Email Notification
Email sending and management services for transactional and notification emails.
Gmail
Send, read, draft, and manage labels using Gmail.
Platform
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Resend Email
Send emails using Resend.
Platform
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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.
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
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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.
Calendly
Connect and manage event types, availability, and bookings using Calendly OAuth 2.0.
Platform
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Fathom
List meetings and access transcripts, summaries, action items, and speaker insights.
Platform
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Fireflies.ai
Retrieve meeting transcripts, AI summaries, action items, and conversation analytics.
Platform
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Project Management
Project tracking and issue management platforms.
Jira
Jira Cloud integration (issues, comments, projects, boards and sprints) with OAuth 2.0.
Platform
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Source Control
Version control and code collaboration platforms.
GitLab
GitLab.com integration (projects, merge requests, diffs and notes) with OAuth 2.0.
Platform
Connect BYOK
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