Understand what each source can reveal about a workflow, then choose a focused way to share it.
Follow documents, shared information, and the files that support your day-to-day processes.
Folder selection, file content, and available metadata. A future connection must show the actual Google permissions before authorisation.
Direct OAuth connection is planned. Any export you upload should contain only the information approved for the audit.
Understand how requests, decisions, and handoffs move through the conversations around your work.
Selected channels and their available conversation history. Private messages are outside the initial connector scope.
Direct OAuth connection is planned. Any export you upload should contain only the information approved for the audit.
See how tasks move from a request to completion, including status changes and repeated updates.
Selected workspaces, projects, tasks, and the history exposed by your plan and the provider API.
Direct OAuth connection is planned. Any export you upload should contain only the information approved for the audit.
Trace the steps from a new lead to the next follow-up, a proposal, and a customer handover.
Agreed CRM objects and activity records. Account permissions and available history must be reviewed at connection time.
Direct OAuth connection is planned. Any export you upload should contain only the information approved for the audit.
Review sales activity, ownership changes, and the administrative work around your customer pipeline.
Approved objects, fields, and history within your Salesforce permissions. Credentials are never requested in onboarding.
Direct OAuth connection is planned. Any export you upload should contain only the information approved for the audit.
Bring context from your team’s documents and business communication into a focused workflow audit.
Specific workloads such as SharePoint or Outlook require their own permissions and approved collection scope.
Direct OAuth connection is planned. Any export you upload should contain only the information approved for the audit.