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.

You don't manage API keys. You don't paste tokens. You sign in once on the provider's page and the connection sticks.

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 Gmail once and your morning brief, smart replies, 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 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.
• Either way it's one tap to sign in again, and everything resumes. On the Google screen, tick every box — use Select all
• 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 — 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 Gmail and Google Calendar. The morning brief and smart replies both light up the moment Gmail is live.

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 and TikTok, 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.