Integrations

Works with the tools your firm already uses.

We don't ask you to switch software. We wire your AI email automation into the platforms your team runs every day — Gmail, QuickBooks, HubSpot, Calendly, and more. Every integration below is available on request; tell us what you use and we build the connection in Week 2.

✓All integrations included in your monthly fee — no per-integration add-ons.

10 integrations available on request

📧

Gmail

Email

We read your inbox, draft replies in your voice, and send with your approval — directly inside Gmail.

📬

Outlook

Email

Same automation, same approval workflow — for firms already running Microsoft 365.

📅

Calendly

Scheduling

We trigger email follow-ups and reminders based on bookings, cancellations, and no-shows.

🔗

HubSpot

CRM

New leads from your inbox land in HubSpot automatically — tagged, sourced, and assigned.

📊

QuickBooks

Accounting

Invoice status emails, payment confirmations, and overdue reminders triggered from QuickBooks data.

💳

Stripe

Payments

Payment receipts, failed-charge alerts, and subscription renewal nudges handled automatically.

📁

Google Drive

File Storage

Client document requests resolved by sharing the right Drive link — no digging through folders.

📦

Dropbox

File Storage

Same pattern for Dropbox-based firms: request → share → confirm receipt, without touching email.

💬

Slack

Internal Comms

High-priority client emails surface as Slack alerts to the right teammate — no inbox monitoring required.

📱

iMessage

Mobile

For Georgia service businesses where clients text: AI triage and draft replies flow through iMessage.

How it works with your stack

We don't ship generic connectors. Every integration is built for your specific workflow during Week 2 of your engagement.

01

Tell us what you use.

During Week 1, we map your tools — which inbox, which CRM, which file system. Most firms use 3–5 platforms. We note every handoff point where email crosses a system boundary.

02

We wire the connections.

Week 2, we build the integration alongside your core email automation. You're not charged extra per connector — it's included in your monthly fee.

03

You test before it goes live.

Every integration runs in draft-approval mode for the first week. You see exactly what the AI would send or log before anything is committed. Nothing goes live without your sign-off.

Don't see your tool on the list?

The 10 platforms above cover the majority of Georgia SMBs we work with, but if your firm runs on something else — Clio, Salesforce, Xero, Practice Management software, a custom portal — tell us on your discovery call. If it has an API, we can connect it. If it doesn't, we'll tell you honestly.

🔒

Every integration is read-only by default.

We request the minimum permissions required for each tool. For Gmail and Outlook, we read + draft — we never send without your approval during the first 30 days. For CRMs and accounting tools, we write only to fields you specify during Week 1. You can revoke any integration at any time.

Ready to connect your stack?

Book a 15-minute call. We'll confirm which integrations your firm needs and show you what the first week looks like.