Workspace

Setup and rollout controls

Configure how this tenant automates, who owns rollout decisions, and which guardrails apply before workflows can act.

SSO + SCIM readyTenant-safe routing
Signals ingesting
Agents reasoning
Actions queued

Setup Walkthrough

Get the tenant ready in a few guided steps

Treat setup like a guided rollout. The platform becomes more useful with each connector and each policy decision you enable.

Progress

0/7 connectors connected

01

Define your operating context

Set tenant profile, core product lines, regions, and the teams that should receive routed work.

02

Connect your systems

Each connector gives the platform more context and more ways to complete work on your behalf.

03

Choose business outcomes

Start from the workflows you want completed, not from which department owns the task.

04

Decide autonomy level

Pick what should draft only, what should require approval, and what can safely auto-run.

05

Launch the first workflows

Begin with transcript-first workflows, CRM hygiene, follow-ups, and launch asset orchestration.

Connector Capability Map

Each connector unlocks new business outcomes

CRM

Salesforce

Ready to Connect

Sync accounts, opportunities, contacts, and forecast changes into the shared work graph.

Unlocks: Start OAuth and map opportunity fields

AccountsOpportunitiesTasksContacts
Open setup

Collaboration

Slack

Ready to Connect

Capture channel context, notify teams, and route approvals and summaries into the right rooms.

Unlocks: Install workspace app and approve channel access

ChannelsMessagesUsersPosting
Open setup

Meetings

Zoom

Ready to Connect

Import recordings and transcripts so meetings can trigger follow-up workflows automatically.

Unlocks: Connect org account and enable meeting webhooks

Cloud recordingsTranscriptsUsersWebhooks
Open setup

Meetings

Microsoft Teams

Ready to Connect

Capture meeting recordings, transcripts, and chat context for enterprise customers standardized on Microsoft 365.

Unlocks: Connect Microsoft 365 tenant and approve Graph permissions

Online meetingsTranscriptsCalendarUsers
Open setup

Engineering

GitHub

Needs Review

Create issues, inspect repositories, and later stage draft pull requests with explicit approval gates.

Unlocks: Approve repo allowlist and install GitHub app

RepositoriesPull requestsIssuesChecks
Open setup

Productivity

Google Workspace

Ready to Connect

Link calendars, docs, and drive content so workflows have richer business context.

Unlocks: Connect admin account and enable document indexing

CalendarDriveDocsDirectory
Open setup

Content

Adobe Suite

Needs Review

Use asset metadata and templates so decks and collateral updates stay on-brand.

Unlocks: Confirm asset workflow and service account approach

LibrariesTemplatesAsset metadata
Open setup

Automation Posture

How aggressively this tenant should automate

Start conservative, then move into deeper automation once connector coverage and approval routing are trusted.

Setup Area

Tenant profile

Company identity, product lines, regions, and business unit defaults used for routing and permissions.

Setup Area

Automation posture

Choose whether the platform only observes, drafts work for review, or auto-executes low-risk tasks.

Setup Area

Approval routing

Map medium and high-risk actions to the right approvers by team, region, or account ownership.

Setup Area

Connector rollout

Enable integrations in the order that gives the biggest impact with the lowest setup burden.

Guardrails

How this tenant is allowed to automate

Low-risk automation

Internal summaries, draft docs, and workflow suggestions can run automatically.

External system writes

CRM updates, outbound notifications, and connector mutations require explicit policy checks.

Customer repository actions

Draft PRs and code changes remain disabled until repo allowlists and review chains are set.

Transcript access

Raw meeting data stays restricted to the account team, participants, and delegated reviewers.

Outcome Library

Expanded enterprise use cases by business outcome

Revenue execution

Teams: Sales, RevOps, Success

Update opportunities after meetings
Draft follow-up emails and next steps
Create renewal and expansion tasks
Track pipeline influence from product or launch activity

Product demand and roadmap

Teams: Product, Engineering, Field

Create and dedupe feature requests
Cluster demand across customers
Open tickets or GitHub issues with business context
Show which customers are blocked or waiting

Launch and content operations

Teams: PMM, Marketing, Enablement

Create a standard asset bill of materials per launch
Request overview decks, deep dives, ROI/TCO calculators, and videos
Coordinate launch follow-up by segment and account
Track asset completion and campaign results

Customer advocacy and beta programs

Teams: Success, Marketing, Product

Register beta interest automatically from meetings
Notify customers when a beta becomes available
Nominate references from positive outcomes
Capture quotes and route legal-safe approvals

Executive and operating cadence

Teams: Executive, Ops, Finance

Prepare executive summaries from meetings and pipeline changes
Draft QBR or board-ready narratives
Aggregate cross-functional status into one operating view
Show business outcomes instead of raw app activity

Security, support, and internal coordination

Teams: Security, IT, Support, Solutions Engineering

Route blockers to the right internal experts
Open implementation or security review tasks automatically
Draft internal coordination asks with context attached
Reduce manual handoffs across chat, email, tickets, and docs