Define your operating context
Set tenant profile, core product lines, regions, and the teams that should receive routed work.
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
Connect your systems
Each connector gives the platform more context and more ways to complete work on your behalf.
Choose business outcomes
Start from the workflows you want completed, not from which department owns the task.
Decide autonomy level
Pick what should draft only, what should require approval, and what can safely auto-run.
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
Content
Adobe Suite
Use asset metadata and templates so decks and collateral updates stay on-brand.
Unlocks: Confirm asset workflow and service account approach
LibrariesTemplatesAsset metadata
Engineering
GitHub
Create issues, inspect repositories, and later stage draft pull requests with explicit approval gates.
Unlocks: Approve repo allowlist and install GitHub app
RepositoriesPull requestsIssuesChecks
Productivity
Google Workspace
Link calendars, docs, and drive content so workflows have richer business context.
Unlocks: Connect admin account and enable document indexing
CalendarDriveDocsDirectory
Meetings
Microsoft Teams
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
CRM
Salesforce
Sync accounts, opportunities, contacts, and forecast changes into the shared work graph.
Unlocks: Start OAuth and map opportunity fields
AccountsOpportunitiesTasksContacts
Collaboration
Slack
Capture channel context, notify teams, and route approvals and summaries into the right rooms.
Unlocks: Install workspace app and approve channel access
ChannelsMessagesUsersPosting
Meetings
Zoom
Import recordings and transcripts so meetings can trigger follow-up workflows automatically.
Unlocks: Connect org account and enable meeting webhooks
Cloud recordingsTranscriptsUsersWebhooks
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
Approval routing
Map medium and high-risk actions to the right approvers by team, region, or account ownership.
Setup Area
Automation posture
Choose whether the platform only observes, drafts work for review, or auto-executes low-risk tasks.
Setup Area
Connector rollout
Enable integrations in the order that gives the biggest impact with the lowest setup burden.
Setup Area
Tenant profile
Company identity, product lines, regions, and business unit defaults used for routing and permissions.
Guardrails
How this tenant is allowed to automate
Customer repository actions
Draft PRs and code changes remain disabled until repo allowlists and review chains are set.
External system writes
CRM updates, outbound notifications, and connector mutations require explicit policy checks.
Low-risk automation
Internal summaries, draft docs, and workflow suggestions can run automatically.
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
Product demand and roadmap
Teams: Product, Engineering, Field
Launch and content operations
Teams: PMM, Marketing, Enablement
Customer advocacy and beta programs
Teams: Success, Marketing, Product
Executive and operating cadence
Teams: Executive, Ops, Finance
Security, support, and internal coordination
Teams: Security, IT, Support, Solutions Engineering