Out-of-the-Box Integrations

"What deals are in negotiation?"

Agent searches deals filtered by pipeline and stage, returning deal names, amounts, close dates, and owners.

"Find everything about John Smith"

Agent retrieves contact with all properties, associated companies, deals, and recent engagement history.

"Log a note on the Acme deal"

Agent creates an engagement note on the deal record with full context from the conversation.

"What tasks are overdue this sprint?"

Agent queries your project tracker database filtered by status and due date, returning task names, assignees, and priorities.

"Find our onboarding process documentation"

Agent searches your Notion workspace for matching pages and returns the full content in clean, readable format.

"Add a follow-up task for the Acme meeting"

Agent creates a new entry in your task database with the right properties, assignee, and due date based on conversation context.

"What bugs are blocking the release?"

Agent searches Jira issues by priority and blocker status, returning summaries, assignees, and linked pull requests.

"Create a task for the design review"

Agent creates a Jira issue in the right project with appropriate type, priority, and assignee based on conversation context.

"Find our onboarding documentation"

Agent searches Confluence spaces for relevant pages and returns the content in clean, readable markdown.

"What invoices are overdue?"

Agent searches invoices filtered by due date and status, surfacing amounts, contacts, and aging details.

"Generate a P&L for last quarter"

Agent pulls a Profit and Loss report with comparison periods and summarizes revenue, expenses, and net income.

"Show our fixed asset depreciation schedule"

Agent retrieves all registered assets with book values, depreciation methods, and remaining useful life.

"Record a voiceover for our product launch"

Agent converts your script to natural-sounding speech with your preferred voice, model quality, and output format.

"Transcribe yesterday's strategy meeting"

Agent converts the recording to searchable text with speaker identification, timestamps, and optional SRT subtitles.

"Dub our training video into Spanish and German"

Agent translates your audio or video into 32+ languages while preserving speaker voice and emotion.

"Create an issue for the login bug from this morning's support email"

Agent creates a GitHub issue with the right labels, priority, and full context extracted from the email thread.

"Why did the deploy fail last night?"

Agent checks workflow runs, fetches the failed job logs, and delivers a clear summary with the root cause and recommended fix.

"Implement the password reset flow from the spec document"

Agent clones the repo, writes the code with Claude Code, runs tests, and opens a pull request for review. Enterprise only.

"Send a reminder to +1-555-0123 about their appointment tomorrow"

Agent sends an SMS with appointment details, date, time, and location to the customer.

"Can we text this customer at 555-0456?"

Agent checks the carrier type and reports back that the number is a landline, not eligible for SMS.

"How much have we spent on messaging this month?"

Agent retrieves a usage summary with message counts, costs by channel, and remaining balance.

"Hi, I need help with my account"

Agent receives the inbound SMS, pulls up account details, and responds with personalized help within seconds.

"Send a reminder to all clients with appointments tomorrow"

Agent sends SMS reminders with appointment time, location, and confirmation instructions.

"Update the crew that the site inspection moved to 2pm"

Agent texts field workers who may not have email access, keeping operations running smoothly.