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Integrations

Integrations can be used in assistants, which are chatbots that are created for a specific situation and follow instructions based on attached knowledge. Before integrations, you had to manually copy-paste results between applications or upload documents one by one to your assistant’s knowledge base. Now, integrations handle the authentication and data flow automatically, letting your assistants access live data from tools like Jira, HubSpot, Google Sheets, Excel, Outlook, Google Calendar, and Gmail. This means your assistant can pull the latest project status from Jira, check your calendar for availability, or search through your emails without you lifting a finger. You can find all available integrations here.

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Actions

Actions are the specific tasks your assistant can perform with integrated tools. Think searching for documents, downloading files to answer questions based on their content, creating new spreadsheet entries, or updating project statuses. For each assistant, you control which actions it can use, whether it needs your approval before executing them, and what context it needs through the assistant’s instructions Check out our detailed guide on using actions here.