Available Integrations
| Integration | Category | What agents can do |
|---|---|---|
| Salesforce | CRM | Read and update opportunities, contacts, tasks, and notes |
| HubSpot | CRM | Manage deals, companies, contacts, and activity timelines |
| Gmail | Draft emails, read threads, and triage inboxes | |
| Google Calendar | Calendar | Check schedules, find open slots, and book meetings |
| Slack | Messaging | Post to channels, read threads, and search history |
| Microsoft Teams | Messaging | Post to channels, read threads, and respond to mentions |
| Notion | Knowledge base | Read pages, create docs, and update databases |
| Google Drive | Files | Read and summarize documents, spreadsheets, and slides |
| Microsoft 365 | Files | Work across Word, Excel, SharePoint, and OneDrive |
How Integrations Work
Every integration follows the same four-step pattern. You connect your account once at the workspace level, then control which agents can use it — keeping each agent scoped to exactly the tools it needs.Connect at the Integrations page
Go to studio.scoutos.com/integrations and click Connect next to the integration you want. Most integrations use OAuth, so you’ll authorize Scout from your existing account with no passwords to store.
Enable tools per agent
Open any agent in Scout Studio, go to its Tools tab, and toggle on the integrations that agent should be able to use. Each agent only sees the tools you explicitly enable — a support agent doesn’t need Salesforce write access if it only answers questions.
Add instruction guardrails
In the agent’s Instructions, tell it when and how to use each tool. Guardrails prevent mistakes like writing records without reading them first or sending emails without confirmation.
Priority Order for Connecting
Most teams get the highest return by connecting integrations in this order:- CRM first — Salesforce or HubSpot data is the foundation for most high-value automations: deal reviews, follow-up drafts, pipeline snapshots.
- Email and Calendar — once your agent knows the CRM context, it can draft outreach and manage scheduling on your behalf.
- Slack and Notion — route insights to where your team communicates and document decisions durably.
- Google Drive and Microsoft 365 — give agents access to the files and docs that already capture your institutional knowledge.
Add Guardrails in Agent Instructions
When you give an agent access to external tools, it can take real action: updating a record, sending a message, booking a meeting. A short instruction block prevents unintended writes and keeps every action auditable.Prompt Examples
These prompts work once you have the relevant integrations connected and enabled on your agent:- “Find open enterprise opportunities in Salesforce and summarize top risks.”
- “Check my calendar for next week and draft prep notes in Notion.”
- “Post today’s pipeline summary to #sales-leadership in Slack.”
- “Read QBR docs from Google Drive and create an exec brief.”
- “Find all HubSpot deals closing this quarter with no activity in 14 days.”
- “Summarize my unread emails and draft replies — don’t send yet.”
Explore by Integration
Salesforce & HubSpot
Connect Salesforce and HubSpot so agents can read pipeline data, enrich records, and draft follow-ups grounded in real CRM context.
Gmail
Give agents access to Gmail to triage inboxes, draft communications, and send follow-ups on your behalf.
Google Calendar
Give agents access to Google Calendar to check schedules, find open slots, and book meetings across timezones.
Slack
Deploy agents directly into Slack channels to post summaries, respond to messages, and deliver daily briefings where your team works.
Microsoft Teams
Deploy agents directly into Teams channels to post summaries, respond to mentions, and deliver daily briefings where your team works.
Google Drive
Let agents read and summarize Docs, Sheets, and Slides across your Google Drive.
Microsoft 365
Let agents work across Word, Excel, and PowerPoint files in SharePoint and OneDrive.