Connectors

Read, send, and manage governed email workflows via OAuth

Read existing files and upload governed outputs without full-drive access

Read, create, and update governed documents

Read, create, and update governed spreadsheets

Read governed intake forms and responses via OAuth

Read availability and create governed calendar events

GL accounts, client records, invoices

Cloud accounting and invoicing

Read payroll, W-2, and employee records

E-signature workflows and contract analysis

CRM, policy data, client records

CRM and marketing data

Team messaging — alert on QUEUE decisions

Knowledge base and workpapers

Agency management system

Insurance platform

Core HCM — employee records, compensation, benefits

Employee directory, PTO, onboarding

Payroll, benefits, tax filing

Applicant tracking — applications, candidates, scorecards

Candidate pipelines and hiring feedback

Practice management — matters, clients, billing

Document management — contracts, briefs, filings

Enterprise DMS for law firms

eDiscovery — document review, redaction, production

EHR — patient records, clinical notes, lab results (FHIR R4)

EHR — patient demographics, encounters, care plans

Practice management, scheduling, billing

Ambulatory EHR — clinical notes, prescriptions

Pharma — clinical trial docs, regulatory submissions

Bank account linking, transactions, identity verification

Payment processing, customer financial data

Trading data, portfolio analytics, market data (simulated)

Credit scores, risk assessments, economic forecasts

Core banking operations, payment processing