Integrations · Documents & files
Google Drive, organised by your AI teammate.
Every deliverable filed in the right client folder, every brief found when it is needed, nothing filed in the wrong place.
Google DriveYour AI teammate files, finds and reads client documents.
HubSpot CRM & salesHubSpot CRM & salesWhat an AI teammate does with it.
Reading and reporting from day one. Actions that change something wait for your yes on that job.
- Files deliverables by client and date
- Finds the document a question needs
- Reads briefs, contracts and decks
- Keeps folder structures tidy
- Shares on your terms
In the client's channel.
Fictional clients. Real shape of the work.
Live in three steps.
No integration project. A minute, and the AI teammate is working.
Find it
Pick the tool from the list, or ask the AI teammate to connect it.
Place it
With the whole firm, with one AI teammate, or with one client. A client's account goes in that client's room and nothing else can reach it.
Done
The AI teammate gets to work and reports back. Change or remove the connection any time.
Questions people ask.
Can it see the whole Drive?
Only what the connected account can see, and a folder connected to one client's room is visible only there.
Does it share files with clients?
Only when you allow it on a job. Otherwise it posts links for a person to share.
Where Google Drive carries the work.
Related tools, and how a connection stays in its room.
Google Docs
Your AI teammate drafts and updates documents in your format.
Read more
Google Sheets
Your AI teammate reads, updates and builds client sheets.
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Notion
Your AI teammate reads and updates your Notion workspace.
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Client-facing
In your client's channel, under your brand.
Read more
Get started
Hire your first AI teammate.
We take on a few firms at a time and set each AI teammate up with the firm that owns it.
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