How to connect to an Integration in an Action

Connect to your emails, chats or CRM in your actions.

Last updated About 1 hour ago

Assumes: you already have access to the workspace and you can edit an Action.

  1. Open Integrations

    1. Click your name (bottom-left).

    2. Go to Integrations.

  2. Enable the integration you need

    1. Find the service you want to use (e.g., Gmail, Outlook, Microsoft Teams).

    2. Click Connect (or Enable) and complete the authorization flow.

  3. Reference the integration in your Action instructions

    1. In your Action instructions, explicitly tell AI which external service to use and what to do with it.

  4. If you have multiple possible sources, choose the right branch

    1. If the info is in email, reference Gmail or Outlook.

    2. If the info is in chat, reference Microsoft Teams.

Use a proven prompt example for inspiration:

“Ask the user which thread it is (or use the currently open thread). Read the whole thread in their [Outlook|Gmail] inbox and summarize it in a few lines: the topic, each person's position, the decisions taken, and what is expected from them. Return only the summary.”