Integration Tools
Integration tools connect your AI agents to external services like project management, email, and meeting platforms. These tools let agents take actions in your existing tools rather than just providing information.
ClickUp Integration
The ClickUp integration lets agents manage your ClickUp workspace directly from conversations.
ClickUp Tasks handles task management: creating new tasks, updating existing ones, getting task details, adding comments, managing dependencies, and changing status.
ClickUp Docs works with ClickUp documents: creating, reading, updating, and searching documents in your workspace.
ClickUp Checklists manages task checklists: creating checklists, adding items, marking items complete, and updating checklist status.
ClickUp Workspace provides access to workspace structure: listing workspaces, getting space details, and browsing folders and lists.
To set up ClickUp integration, an organization admin first enables it in integrations settings. Then users connect their ClickUp accounts via OAuth and select which workspaces and spaces to make accessible.
Example interactions:
User: Create a task for the marketing campaign
AI: [Uses ClickUp Tasks tool] I've created a new task "Marketing Campaign" in your Marketing list. Would you like me to add any details or assign it to someone?
User: What are my open tasks for this week?
AI: [Searches ClickUp] You have 5 open tasks due this week: Review Q3 report (Due: Tuesday), Team meeting prep (Due: Wednesday)...
Gmail Integration
The Gmail integration gives agents access to email capabilities directly through conversations.
Gmail Search finds emails using various criteria: searching by sender, subject, or date, filtering by labels, and full-text search across your messages.
Gmail Message works with individual messages: reading content, sending new emails, replying to threads, and managing labels.
Setup requires an organization admin to enable Gmail integration, then users connect via Google OAuth and grant the necessary permissions.
Example interactions:
User: Do I have any emails from John about the proposal?
AI: [Searches Gmail] I found 3 emails from John regarding proposals: "Revised Proposal Draft" (Yesterday), "Proposal Questions" (Last week), "Initial Proposal Review" (2 weeks ago)
User: Send John a reminder about the deadline
AI: [Composes email] I'll draft a reminder email to John. Here's what I'll send:
Subject: Reminder: Proposal Deadline ...
Should I send this?
Fireflies Integration
The Fireflies integration provides access to meeting transcripts from Fireflies.ai.
Fireflies Search searches across all your meeting transcripts: finding specific discussions, searching by participant, and filtering by date range.
Fireflies Transcript accesses complete meeting transcripts, summaries, and action items.
Setup requires enabling the integration at the organization level, then entering your Fireflies API key and verifying access.
Example interaction:
User: What did we discuss in last week's product meeting?
AI: [Searches Fireflies] In the Product Planning meeting on March 15th:
Key Topics: Q2 roadmap review, Feature prioritization, Resource allocation
Action Items: John - Complete design specs by Friday; Sarah - Schedule customer interviews
Integration Best Practices
Security: Only connect accounts you actually need. Review permissions carefully before approving. Disconnect integrations you're no longer using. Use organization-managed connections when possible for better oversight.
Performance: Be specific in your searches to get relevant results quickly. Limit date ranges when possible. Use filters to narrow down results.
User Experience: Make sure users understand what integrations can do. Provide clear feedback on actions taken. Handle errors gracefully with informative messages.
Troubleshooting
If integrations aren't working, verify the integration is enabled at the organization level, check that your account is connected, ensure you've granted the necessary permissions, and try reconnecting the account if issues persist.
If you see permission errors, check that your organization settings allow the integration, verify your role has appropriate access, and contact your organization admin if needed.
- Contact your administrator
Rate Limits
If experiencing slow responses:
- External services may have rate limits
- Space out requests
- Consider caching frequent queries