Integrations

Integrations are how your Chief of Staff reaches the outside world. Connect once and every chat, routine, and skill in the workspace can read from and write to the apps your business already runs on.

For most apps you don't manage API keys and you don't paste tokens — you sign in once on the provider's page and the connection sticks. A few apps (ElevenLabs, Telegram) have no sign-in screen and ask you to paste an API key instead; those are the ones to copy carefully, because a key with a character missing looks exactly like a key that works.

What it does for you

The Day-One pair — connect these first:

• Gmail — read your inbox, draft replies in your voice, send when you approve
• Google Calendar — see your week, schedule events, flag conflicts before they happen

A full catalog behind them:

• Browse by category — Email, Social, Calendar, Dev Tools, CRM, Analytics, Projects, Chat, Payments, Productivity — or just search for the app you want
• Built-in tools (the ones that come with your CoS) sit at the top; everything else connects with one tap

Shared with your whole workspace:

• These are Workspace Integrations — connect your email once (Gmail or Outlook) and your morning brief and any routine or teammate's chat in this workspace uses it
• Each workspace has its own connections; a second workspace connects separately

Stays honest about its state:

• Connected apps show a Connected status — and that status is checked against the app itself, not just against the fact that you signed in once
• If you cancel on the app's sign-in screen or don't approve access, you'll see Not connected — nothing is saved, and the card asks you to try again
• If a connection stops working, the card stops saying Connected and tells you which of the two things went wrong:
  • Reconnect required — the app ended the session, so nothing can run through it.
  • Missing permissions — reconnect — the sign-in went through, but at least one permission box wasn't ticked. Google in particular shows every permission as its own checkbox and leaves them all unticked, so it's easy to finish signing in having approved nothing. The connection is live, which is exactly why it used to look fine while every action failed.
• For an app you connect with an API key rather than a sign-in, Reconnect required can also mean the app refused the key you saved. The line underneath the card says which: there are no permissions to approve on these apps, so the key itself is wrong, expired, or was pasted incompletely. Create a new key on the provider's side and reconnect with that. ElevenLabs keys, for example, start with sk_ and are only shown when you create or rotate them — if you paste the key's name or ID instead, it will be refused, and the card will tell you so in those words.
• Tap Reconnect to open a fresh sign-in and permission screen. Existing access stays in place while you complete it. On the Google screen, approve the requested permissions — use Select all. Google Docs needs access to find files as well as edit them; approving only document editing leaves search unavailable.
• Returning from sign-in is not proof the repair worked. If permissions are still missing or the app rejects the sign-in, the card keeps showing that it needs attention. Once connected, retry your chat request; scheduled routines use the repaired connection on their next run.
• If a routine emails you that it couldn't run because an app needs reconnecting, or was never connected, the email has a Reconnect or Connect button for that app. It opens this page and starts the connection straight away, even if you have to sign in first. When a routine's own call to an app is refused, that app's card here switches to needing attention too, so the button always has something to fix
• If any of your Google apps are in the missing-permissions state, a banner appears at the top of the workspace naming them. Dismissing the banner doesn't hide the problem: the card keeps showing it until you reconnect
• Tap Refresh status on a card to re-check it straight away — handy right after you've fixed something on the provider's side
• Disconnect any integration in one click if you change your mind

Approve before anything goes out:

• Drafts land in chat or your Chief of Staff Actions feed for approval
• Nothing is sent, scheduled, or posted until you say yes

How you use it

1. Open Chief of Staff → Manage → Integrations.
2. Find the app you want — pick a category or use the search. If an app isn't in the catalog, it isn't offered yet — it can't be connected from the chat either, and your Chief of Staff will say so rather than show a Connect button.
3. Tap Connect, sign in on the provider's page, you land back here.
4. The status flips to Connected and every chat and routine can use it from now on.
5. If a card ever says Reconnect required or Missing permissions, tap Reconnect and sign in again — or, for a key-based app, paste a freshly created key — takes seconds. When you're asked to approve permissions, approve all of them (tap Select all on Google's screen): skipping one is the single most common reason an app shows as connected and then can't do anything.

That's it. No setup wizard, no permission menus to dig through.

If you only do one thing today: connect your email and calendar — Gmail and Google Calendar, or Outlook (which covers both). The morning brief reads whichever one you connect: your inbox highlights and today's agenda show up the next morning.

Building funnels in ClickFunnels

Once ClickFunnels is connected, your Chief of Staff works inside your own ClickFunnels workspace: it creates funnels, pages, products and prices, and builds out each step of the funnel.

• Order bumps: ask for one and it creates the add-on product, gives it a price, and adds it to your order form as an order bump, along with the short line of copy that sits above it. You don't have to tick anything in the ClickFunnels editor yourself.
• Upsells and one-time offers: it creates the offer product and writes the page for that step.
• Emails: it writes broadcast emails and saves them as drafts in ClickFunnels. It can also open an existing email template, read what it says, and edit it for you. A broadcast is only sent once you say so.
• Editing a page you already have: it reads the live page, changes only what you asked for, and saves it back. Some spacing settings made in the ClickFunnels editor, like a row pulled up to overlap the section above it, can't be saved back through ClickFunnels' API. If saving your edit would remove any of them, your Chief of Staff stops before changing anything, tells you which settings would be lost, and only saves once you say yes. If a save does lose something, it tells you what, rather than just saying it's done.
• Removing an offer: if you ask it to take out an upsell or order bump, it suggests at least one simpler replacement first, such as a multi-pack upgrade or a one-click add-on, so the funnel isn't left with nothing after checkout. You decide. If you still want it gone, it removes it.

A few things stay with you in the ClickFunnels editor on purpose: deleting a funnel step, and taking a product off a page.

Email broadcasts: your Chief of Staff drafts a broadcast for the audience you name, sets its topic (ClickFunnels won't send without one), and sends or schedules it only after you confirm. It can open any email template in your workspace and build the new email in the same design.

• Designs saved in the email editor's My Templates tab can't be reached through ClickFunnels' API. To use one, start a broadcast from it in ClickFunnels (a draft is enough) and tell your Chief of Staff which broadcast. It reads the design from there.

Importing contacts into ClickFunnels

Your Chief of Staff can bring a contact list into ClickFunnels for you: a CSV you upload, or your Mailchimp audience if Mailchimp is connected too. It adds up to 250 contacts at a time and can tag every one of them, for example with "Mailchimp import". Contacts already in ClickFunnels are updated rather than duplicated.

Before anything is written, it shows you how many contacts it will add, a few sample email addresses, and the tags it will apply, and it waits for your yes. Afterwards it tells you how many contacts were new, how many were updated, and which email addresses failed and why. For a list longer than 250 it does the next batch when you say so.

Looking for X (Twitter)?

X isn't available in MarketingSecrets.ai, so it can't be connected and your Chief of Staff can't post or schedule to X for you.

What works today:

• Ask your Chief of Staff to write your X posts and threads in your voice, then paste them into X or X's own scheduler.
• For publishing from MarketingSecrets.ai, use the platforms in Promoter.

If you ask your Chief of Staff for X, it will tell you it isn't supported and note that you asked, which is how we see which apps customers want next.

Looking for Reddit?

Reddit can't be connected right now. The sign-in that our integration partner uses for Reddit stopped working on Reddit's side, so the Connect button only led to an error page, and we've taken it out of the catalog until it works again.

What works today: paste a Reddit post or thread into chat and your Chief of Staff can summarize it, pull out the pain points, or draft a reply in your voice for you to post.

Looking for Telegram?

Telegram isn't in the app catalog, on purpose. The version that lived there could only send — there was no way for your Chief of Staff to receive a reply, so messaging it got you silence.

It's on this page instead, in the Messaging section below ClickFunnels, where it works both ways: you message your Chief of Staff from your phone and it answers. Setting it up is its own short guide.

If your workspace connected the old Telegram app before, that connection still works for sending and you don't need to do anything. Set it up under Messaging when you want a two-way conversation.