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Update boards, items, and project workflows.
Integrations
Your specialists already know how to use Gmail, QuickBooks, Stripe, Notion, Slack, Shopify, and more. No setup. No prompting. Just the tools your firm runs on, hooked up to your team.
46 integrations live · 12 more on the near-term roadmap
Read, draft, and triage email in your firm voice.
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Manage availability, schedule meetings, send invites.
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Read and draft email through Microsoft 365.
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Microsoft 365 calendar — schedule meetings, manage time.
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Public booking pages and scheduling automation.
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Post messages, summarize channels, route inquiries.
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Chat, meetings, and channel updates inside Microsoft 365.
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Schedule, join, and summarize video meetings.
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Community moderation and member messaging.
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Shared inbox and customer ticketing — drafts replies, routes inquiries.
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Customer chat and support tickets — replies, summaries, escalation.
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Outbound SMS and voice — specialists message clients on your number.
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Read and write to Notion databases and pages.
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Create, assign, and update Asana tasks and projects.
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Track engineering issues, sprints, and roadmap updates.
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Manage tasks, docs, and goals in ClickUp workspaces.
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Move cards, update lists, and post comments to boards.
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Update boards, items, and project workflows.
Send campaigns, manage lists, and audience segments.
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E-commerce email and SMS marketing automation.
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Post updates, manage company pages, and outreach.
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Post updates and respond to mentions on X (Twitter).
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Schedule posts, respond to DMs and comments.
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Create and monitor Facebook + Instagram ad campaigns.
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Schedule and queue posts across all your social channels.
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Cross-channel social posting and analytics.
Manage ad campaigns, monitor spend, surface performance.
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Query funnels, retention, segmentation — surface insights in plain language.
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Categorize transactions and pull P&L summaries.
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Bookkeeping, invoicing, and bank reconciliation.
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Read payment and subscription data; flag failed charges.
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Connect bank accounts directly — read balances, transactions, statements.
Read payment activity and reconcile against your books.
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Sync sales, transactions, and customer activity.
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Invoicing and time tracking for service businesses.
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Free accounting and invoicing for small businesses.
Draft and publish posts, manage pages and SEO.
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Update CMS collections and publish marketing pages.
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Publishing, newsletters, and member management.
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Draft newsletters and manage subscriber communications.
Book rides for client meetings and team travel.
Search flights, compare prices, surface options. Powered by SerpApi.
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Search and book hotels for partner and team travel.
Source extended-stay accommodations for client trips.
Make restaurant reservations for client dinners.
Reserve restaurant tables for client meetings.
Surface iBuyer listings and instant-offer comparisons.
Pull listings, sale comps, and market data.
Pull property data, Zestimates, and market comparables.
Pro and Team customers can request integrations. Tell us what you use, how your specialists would use it, and we prioritize the roadmap based on real customer asks.
Available on Pro and Team plans. New here? Take the questionnaire to see which specialists fit.