Connectors

Connectors give Offloop permission to use selected external accounts during agent work. Use them when a task needs context from another product, should create or update records outside Offloop, or should watch for changes that matter to a Channel.

Your workspace may show a curated subset of the connectors below. If a connector is not visible in Settings > Connectors, ask a workspace admin whether it is enabled for your workspace.

What changed

This section now treats connectors as user-facing product guides, not implementation notes. Each connector page explains what the connector is for, common use cases, example prompts, and approval boundaries to review before external actions.

Connect a tool

1. Open Settings > Connectors.
2. Search for the tool you want to use.
3. Click Connect or Update.
4. Complete the sign-in, token, or account selection flow shown for that tool.
5. Return to a Channel and ask an agent to use the connected account.

For sensitive or write-capable work, name the account, workspace, project, repository, store, or record you want the agent to use. Ask for a summary before approving external changes.

How to ask agents to use connectors

Good connector prompts usually name the source, the scope, the expected output, and the approval boundary.

Use my connected Google Workspace account to find the latest customer email about the renewal, summarize the decision, and draft a reply for approval.

Check Linear and GitHub for blockers on the billing migration, then create a short status update with links to the relevant issues and pull requests.

Review Stripe, HubSpot, and Slack for signs that the onboarding issue affected paid customers, then propose the next support tasks.

Before you grant access

• Connect the account that actually has access to the workspace, repository, project, store, or records you expect agents to use.
• Prefer the narrowest useful scope for sensitive systems.
• Ask agents to cite links, records, files, or time windows when summarizing source material.
• Review drafts before sending messages, publishing social posts, changing customer data, modifying production systems, or updating financial records.
• Disconnect tools you no longer want agents to use.

Connector guides

AI and orchestration

• ChatGPT - Use a connected ChatGPT or Codex account for AI-assisted work.
• Manus - Use a connected Manus profile for research, planning, and execution handoffs.

Communication and meetings

• Slack - Use Slack conversations where your team already coordinates work.
• Outlook - Use Microsoft email and calendar context in agent work.
• Google Meet - Use Google Meet meeting context for preparation and follow-up.
• Zoom - Use Zoom meetings, webinars, and call follow-up context.
• Granola - Use meeting notes and transcript context for follow-up work.
• Fireflies - Use Fireflies meeting transcripts, summaries, and conversation records.
• Discord - Use Discord community and team conversation context.
• Vestaboard - Use Vestaboard display messaging workflows.

Knowledge and files

• Google Workspace - Use Gmail, Calendar, Drive, Docs, Sheets, and Slides as agent context.
• Notion - Use Notion pages, databases, meeting notes, and team knowledge.
• Figma - Use design files, screens, components, and comments in product work.
• Dropbox - Use Dropbox files and folders as shared work context.
• OneDrive - Use Microsoft files and shared documents as agent context.
• Box - Use Box file repositories for controlled document workflows.
• Confluence - Use Confluence pages, spaces, runbooks, and team knowledge.
• Coda - Use Coda docs, tables, trackers, and workflow pages.
• Airtable - Use Airtable bases, views, and records as structured operational context.
• DocuSign - Use DocuSign envelope, agreement, and signature-status context.

Developer and operations

• GitHub - Use repositories, issues, pull requests, reviews, releases, and workflow context.
• GitLab - Use GitLab repositories, merge requests, issues, pipelines, and releases.
• Vercel - Use Vercel project, deployment, preview, domain, and environment context.
• Railway - Use Railway service, environment, deployment, and runtime context.
• Supabase - Use Supabase project, database, auth, storage, and backend context.
• Sentry - Use Sentry error, release, stack trace, and incident context.
• Cloudflare - Use Cloudflare DNS, domain, traffic, security, cache, certificate, and edge context.
• LaunchDarkly - Use LaunchDarkly feature flag, rollout, targeting, and experiment context.
• Grafana - Use Grafana dashboards, metrics, alerts, and observability context.

Project management

• Linear - Use Linear issues, projects, cycles, and engineering priorities.
• Jira - Use Jira tickets, epics, sprints, releases, and delivery workflows.
• Asana - Use Asana projects, tasks, owners, and milestones.
• ClickUp - Use ClickUp tasks, docs, lists, spaces, and team workflows.
• Trello - Use Trello boards, lists, and cards for lightweight planning.
• Monday.com - Use Monday.com boards, items, owners, timelines, and status columns.
• Cal.com - Use scheduling links, bookings, and meeting-prep context.

CRM, support, commerce, and finance

• HubSpot - Use HubSpot customer, company, deal, and activity context.
• Salesforce - Use Salesforce accounts, opportunities, contacts, leads, and activity history.
• Attio - Use Attio CRM and relationship context.
• Pipedrive - Use Pipedrive deals, people, organizations, and sales activities.
• Affinity - Use Affinity relationship intelligence, organizations, people, interactions, and lists.
• Intercom - Use Intercom customer conversations, users, companies, and support context.
• Zendesk - Use Zendesk tickets, customer history, and support workflow context.
• Freshdesk - Use Freshdesk tickets, contacts, companies, and support activity.
• Shopify - Use Shopify store, product, order, and customer context.
• Stripe - Use Stripe billing, subscription, invoice, payment, and customer context.
• QuickBooks - Use QuickBooks accounting, invoice, payment, expense, and customer context.

Marketing, social, and research

• Google Ads - Use Google Ads campaign, keyword, budget, and performance context.
• Ahrefs - Use Ahrefs SEO, backlink, keyword, and competitor research context.
• Similarweb - Use Similarweb market, traffic, acquisition, and competitor research context.
• X - Use X public conversation, audience sentiment, and social-content context.
• LinkedIn - Use LinkedIn professional social, company-page, and outreach context.
• Facebook - Use Facebook page activity, audience engagement, and community signals.
• Meta - Use Meta business, social, and paid-social planning context.
• Spotify - Use Spotify music, podcast, creator, and campaign research context.
• TikTok - Use TikTok short-form video, creator, trend, and audience-reaction context.
• Polymarket - Use Polymarket prediction-market context for research and scenario planning.

Keep access healthy

Reconnect a connector when Offloop reports expired access, missing permission, or the wrong account. If a task touches customer data, production systems, billing, legal documents, or public channels, ask the agent to show the planned change before it acts.