AI Agent Guides
Step-by-step guides to building AI agents that connect your tools — with identity, permissions, and audit trails built in.
50 guides across Slack, Salesforce, GitHub, Jira, HubSpot, Google, Notion, Linear, Confluence, Microsoft 365, and Discord.
Slack + Salesforce
Deal updates and lead notifications in Slack
Jira + Slack
Create and triage tickets from Slack conversations
Gmail + Salesforce
Log emails to CRM, extract action items
HubSpot + Slack
MQL alerts and deal stage changes in channels
Google Calendar + Salesforce
Auto-log meetings, create follow-up tasks
Salesforce + HubSpot
Unify sales and marketing data
Microsoft 365 + Salesforce
Sync Outlook and Teams to CRM
Gmail + HubSpot
Track prospect emails, score leads
Salesforce + Jira
Feature requests to prioritized tickets
Google Drive + Salesforce
Attach proposals to CRM records
HubSpot + Google Calendar
Auto-schedule demos from form submissions
Salesforce + Google Calendar
Schedule by lead score, log outcomes
Microsoft 365 + HubSpot
Sync Outlook contacts, track meetings
Salesforce + Confluence
Customer success playbooks from CRM data
GitHub + Slack
PR reviews and deployment alerts in chat
Linear + GitHub
Auto-create issues from PRs, status on merge
Confluence + Jira
Generate docs from epics, link specs
Linear + Slack
Create issues from Slack with AI triage
Confluence + Slack
Search docs and share updates in channels
GitHub + Notion
Engineering docs from repos, sync roadmaps
Jira + GitHub
Link commits to tickets, enforce refs
Linear + Notion
Sync roadmaps, status reports from cycles
Jira + Notion
Requirements in Notion, tracking in Jira
Discord + GitHub
Release notifications, OSS contribution flows
Linear + Confluence
Link specs to dev cycles, ship docs
Discord + Notion
Community knowledge bases from discussions
Notion + Slack
Discussions to docs, query knowledge bases
Google Drive + Notion
Sync docs, unified knowledge management
Notion + Google Drive
Migrate Docs to Notion, cross-platform search
Gmail + Slack
Route emails to channels, AI responses
Confluence + Notion
Migrate spaces, cross-platform search
HubSpot + Notion
Campaign docs and content calendars
Salesforce + Notion
Sales playbooks with CRM execution tracking
Discord + HubSpot
Community leads and PLG engagement
Discord + Slack
Bridge community and internal comms
Microsoft 365 + Slack
Hybrid collaboration across platforms
Slack + Google Calendar
Schedule meetings via Slack
HubSpot + Jira
Bug reports to engineering tickets
Salesforce + Slack
AI deal coaching in team channels
HubSpot + Gmail
Track opens and clicks, trigger nurture
Slack + GitHub + Linear
Unified engineering workflow
Salesforce + HubSpot + Slack
Unified RevOps with notifications
Jira + Confluence + Slack
Complete Atlassian automation
Gmail + Calendar + Salesforce
Intelligent sales assistant
Notion + Slack + Google Drive
Unified knowledge management
Linear + GitHub + Notion
Full product engineering stack
Salesforce + Gmail + Slack
Complete deal visibility
HubSpot + Notion + Slack
Content marketing workflow
Jira + Confluence
Requirements to tickets, test plans
GitHub + Linear
Mirror issues, track velocity
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