CRM
Salesforce
Sync accounts, opportunities, contacts, and forecast changes into the shared work graph.
AccountsOpportunitiesTasksContacts
Next step
Start OAuth and map opportunity fields
Latest state: Not connected
Workspace
Integrations and connector setup
Manage the tenant’s real connector rollout here: connect systems, flag blockers, and keep integration readiness current for workflow discovery.
SSO + SCIM readyTenant-safe routing
Signals ingesting
Agents reasoning
Actions queued
Connector management
Connect the systems this tenant already uses, mark blockers for review, and keep rollout status current without leaving the app.
All
7
Connected
0
Ready
5
Needs review
2
Collaboration
Slack
Capture channel context, notify teams, and route approvals and summaries into the right rooms.
ChannelsMessagesUsersPosting
Next step
Install workspace app and approve channel access
Latest state: Not connected
Meetings
Zoom
Import recordings and transcripts so meetings can trigger follow-up workflows automatically.
Cloud recordingsTranscriptsUsersWebhooks
Next step
Connect org account and enable meeting webhooks
Latest state: Not connected
Meetings
Microsoft Teams
Capture meeting recordings, transcripts, and chat context for enterprise customers standardized on Microsoft 365.
Online meetingsTranscriptsCalendarUsers
Next step
Connect Microsoft 365 tenant and approve Graph permissions
Latest state: Not connected
Engineering
GitHub
Create issues, inspect repositories, and later stage draft pull requests with explicit approval gates.
RepositoriesPull requestsIssuesChecks
Next step
Approve repo allowlist and install GitHub app
Latest state: Awaiting repository allowlist
Productivity
Google Workspace
Link calendars, docs, and drive content so workflows have richer business context.
CalendarDriveDocsDirectory
Next step
Connect admin account and enable document indexing
Latest state: Not connected
Content
Adobe Suite
Use asset metadata and templates so decks and collateral updates stay on-brand.
LibrariesTemplatesAsset metadata
Next step
Confirm asset workflow and service account approach
Latest state: Waiting on API review