Integrations

Your AI employee should work where your business already works.

Rebotify connects your AI employee to approved tools, records your instructions and examples, and manages the connections for you.

Send an enquiry See how it works

Start with one recurring task. Explore the options, then tell us what your team needs help with.

Connected to the tools your business already runs on.

These are tools we commonly connect to for recurring tasks. Tell us the task and the tools you use; we will confirm what access and connections it needs.

Background: how approval gates are wired across these tools.

Communication06

Gmail

Outlook

Slack

Teams

Discord

Zoom

CRM & sales08

HubSpot

Salesforce

Pipedrive

Attio

Apollo

Outreach

Gong

Docs & data06

Notion

Coda

Google Docs

Google Sheets

Airtable

Microsoft 365

Project management08

Linear

Asana

Jira

Trello

ClickUp

Monday

Basecamp

Shortcut

Calendar & scheduling04

Google Calendar

Calendly

Cal.com

SavvyCal

Storage & files04

Google Drive

Dropbox

Box

OneDrive

Support & helpdesk04

Zendesk

Intercom

Freshdesk

Help Scout

Marketing & email04

Mailchimp

Klaviyo

Customer.io

Brevo

Dev & engineering04

GitHub

GitLab

Sentry

Vercel

Finance & ops04

Stripe

QuickBooks

Xero

Ramp

HR & recruiting03

Greenhouse

Lever

Rippling

Commerce & web03

Shopify

Webflow

WordPress

What each tool is actually for.

Here are examples of how connected tools help with new enquiries, follow-ups, document preparation and sending work to a reviewer.

Intake

Where a new call, email, or form becomes a triaged, context-rich case, the pattern proven in the higher-education case study, where CRM and course-catalogue context turn a raw enquiry into a customised reply.

Gmail

Reads new intake email, classifies the request, and extracts the details needed to act on it.

Outlook

Same triage pattern for Microsoft-based inboxes.

Twilio

Captures voicemail so a missed call becomes a transcribed, queued item instead of a lost message.

Clio

Reads matter and contact records to assemble a lawyer-ready intake brief.

Follow-up

Preparing follow-ups for enquiries or tasks that are waiting for a response.

HubSpot

Flags a stale deal or ticket and drafts the next follow-up from CRM context.

Salesforce

Same follow-up pattern for Salesforce pipelines and cases.

Calendly

Checks availability and proposes times; a human confirms the booking.

Lawmatics

Drafts client status updates and missing-document chases from matter state.

Drafting

Where a first draft is assembled from precedent or policy, not typed from scratch, the pattern proven in the energy-retailer case study, where contracts and regulatory filings are assembled from a read-only precedent library.

Smokeball

Reads matter files and precedent to assemble a first-draft document for lawyer review.

LEAP

Same first-pass drafting pattern for LEAP-run practices.

Actionstep

Pulls matter and workflow data to prepare documents for review.

SharePoint

Read-only lookup of the firm’s template and precedent store, so drafts cite real documents, not generic text.

Handoff

Where the finished draft reaches the right human, with context attached, the pattern proven in the telco case study, where routine chats route to agents with a pre-built brief.

Slack

Posts an approval request with the relevant source information for the reviewer.

Zendesk

Summarises a ticket and drafts the reply an agent reviews before sending.

Google Drive

Read-only lookup of source documents so a draft cites the right file.

WHAT IT CAN DO

What the connection enables.

Communication

Email, chat and calendar

Your employee can draft replies, prepare meetings, chase follow-ups and escalate threads in the channels your team already uses.

Revenue systems

CRM and client records

Update deals, log calls, prepare account notes and keep relationship context from disappearing between meetings.

Operations

Projects, docs and reporting

Gather information, draft status updates and keep a record of your team’s instructions and approved examples.

Start with your existing tools. Send us the list and the task you want help with. We’ll discuss what an AI employee could prepare.

Send an enquiry

QUESTIONS

Before you connect a tool.

What permissions does Rebotify need?

Only what the one workflow requires. Gmail and Google Drive connections run under Google’s API Services User Data Policy, which limits what an app can read and how it can use that data. Outlook and SharePoint connections use Microsoft Graph’s permission model, specific scopes, not full mailbox or tenant access. Slack connections use Slack’s own OAuth scopes, so the employee only sees the channels and actions it has been granted. Any scope can be revoked the same day.

Can integrations be read-only?

Yes, and several already are. The energy-retailer case study runs its precedent library and e-signature connection read-only, the employee assembles drafts but cannot sign or send. Whether a connection is read-only or can write back is a decision your team makes per tool, not a default we assume.

Does it use MCP?

Not as a marketed integration layer today. Each connection is built against the tool’s own API and permission model (Google’s, Microsoft’s, Slack’s, or the relevant practice-management vendor’s) scoped to the one workflow it supports.

What if an API fails?

Rebotify monitors for failed steps, unfinished work and changes in connected tools, such as expired access, renamed fields or timeouts. We explain the issue, handle the fix and review customer-impacting problems within the same week.

Can it update my CRM?

Only with the permission your team approves. Work starts as a draft or note for review. If you approve specific changes, such as logging a call or updating a deal stage, that access is limited to those actions and can be revoked at any time.

HIRE YOUR FIRST

One recurring task. Prepared work for your team to review.

Send an enquiry

Tell us which tools you use and where information gets lost between them.

Our team will reply within one business day.