Built in
Nothing to connect
Some of her tools come with the job.
Phone
Her own line
A local or toll-free number she answers in your name, with texting once the carriers approve it. The line is an add-on to her salary.
Calendar
Her own
A calendar of her own for bookings, side by side with Google, Outlook or Fastmail if you use them.
Clients
Every record
Each client's calls, emails and documents, kept together.
Documents
On request
Letters, proposals, quotes and agreements, written for your OK and filed to the client.
One sign-in each
The tools you already pay for
Most connect with one sign-in. She uses each one the way you would, and only for the work you give her.
Your mailbox
Gmail, Microsoft 365 Outlook, Fastmail, Yahoo, AOL and any other standard mailbox (IMAP). She reads, sorts and drafts, and sends from your own address once you OK it.
Calendar
Your schedule
Google Calendar, Calendly and Outlook and Fastmail calendars. She books from your real availability.
Files
Your documents
Google Drive, Google Docs, Google Sheets, Dropbox, OneDrive and Notion. She finds the file, reads it and saves new ones where they belong. Dropbox team folders work too.
Meetings
Your team
Zoom, Microsoft Teams and Slack. Meeting links, and messages to your team when you ask for them.
Social
Your pages
LinkedIn, Facebook and Instagram. She drafts the post. It goes out when you say so.
Clients
Your records
HubSpot and DocuSign. Your contacts and deals, and who has signed what.
Money
Your Stripe
Stripe. Payment links, invoices and who has paid. Every payment action waits for your approval of the exact amount.
Campaigns
Bigger sends
Brevo and Mailchimp. Connecting a mailing service raises your daily campaign limit.
The whole catalog
About 1,000 apps
Search the full list. Most sign in with one click, some ask for a key from that app's settings, and a few can't be connected yet.
The 36 most used of 998
- GitHub
- DataRobot
- Canvas
- PostHog
- Zendesk
- Google Super
- Stripe
- Databricks
- Pipedrive
- Coupa
- PagerDuty
- SendGrid
- DocuSign
- Trello
- Shopify
- Blackboard
- Dataforseo
- ActiveCampaign
- Benchmark Email
- Outlook
- Box
- Chatbotkit
- Mailchimp
- Zoho Books
- SafetyCulture
- LaunchDarkly
- HubSpot
- Crowdin
- Klaviyo
- Highlevel
- Moco
- Sentry
- Dialpad
- Gusto
- Metabase
- CentralStationCRM
The interview
About her tools.
“Do I need to be technical?”
No. Most apps connect with one sign-in from your Connections page. The few that ask for a key say where to find it.
“Will you send or post through these on your own?”
Only when you've asked me to. Emails wait on an approval card, payments wait for your OK on the exact amount, and posts go out when you say so.