How do I setup third party integrations?

Want to connect one of our 85+ third party integrations (Google Drive, Asana, Slack, Fireflies.ai, etc)?

First, you need to setup an integration.

Integrations are how you authenticate to the provider.

Go to the Settings page via the slide-out menu on the left. From there, you'll see an icon for "Integrations". When you click to add a new integration, you can choose from Discussions, File Storage, HRIS, Meeting Notes, Ticketing and so on.

After choosing a category, you'll see a list of providers (e.g. OneDrive, Slack) you can choose from. The steps that follow vary depending on the provider chosen.

Second, you need to setup a connection.

Connections are how you link an integration (e.g. a Google Drive) to a project or team. Connections allow you to use the same integration to synchronise data to different projects and teams.

Go to the Project or Team you want to synchronise the data with. For example, if you want to synchronise meeting notes from Fireflies.ai to the notes in a Project, you would create a Connection in that project.

You would then choose which meeting notes you want to synchronise. In this example, Fireflies.ai allows you to tag meeting notes, and you can use those tags to filter which notes go to which project or team.