Skip to main content
Open Manage → Integrations in the sidebar to connect data sources. Each card shows linked accounts and last sync time.
Integrations empty state

Integrations page before any connections are set up.

​
When to use integrations

  • Ongoing invoice import (Gmail, Drive) instead of manual uploads
  • App and people discovery (Google Workspace)
  • Card charge detection (Plaid)
  • Slack alerts for renewals (Owner only)
Not sure which to pick? See Choosing integrations.

​
Available integrations

Link multiple Gmail or Drive accounts to one workspace.

​
Connected state

Active integrations show a green indicator, linked account, and last sync.
Connected integrations

Connected integrations with sync status and account details.

​
Managing connected integrations

After you connect, use the actions on each integration card or row:

​
Sync now

  1. Expand the integration card on Integrations
  2. Click Sync now on the linked account row
  3. Watch progress in the Activity log
First sync after connect can take several minutes for large mailboxes or directories.

​
Reconnect

If you see a reconnect prompt or sync failures:
  1. Click Reconnect on the affected account
  2. Complete the OAuth flow again
  3. Run Sync now to backfill missed data

​
Plan limits

Each plan caps how many integrations you can connect. When at capacity, Connect is disabled — check Settings → Billing usage meters or Limits and formats. Viewers cannot connect, sync, or delete integrations.

​
AI assistants (MCP)

Query subscriptions from Claude or ChatGPT via the MCP server — separate from integration cards. See AI assistants.

​
Something wrong?

See Troubleshooting — Integrations or Choosing integrations.