Integrations

Connect Scout to the systems your team already uses. Once connected, agents and workflows can take action across those tools.

Open integrations here:

• studio.scoutos.com/integrations 

Priority Integrations

For most teams, start in this order:

1. CRM: Salesforce and HubSpot
2. Email and Calendar
3. Slack and Notion
4. Google Drive and Microsoft 365

This gives agents access to customer data first, then communication and docs.

How Integrations Work

1. Connect accounts in the Integrations page
2. Enable the tools on each agent’s Tools tab
3. Add instruction guardrails for when and how tools should be used
4. Test with real prompts before production rollout

Add Guardrails in Agent Instructions

When using external integrations:
 
1. Read before write when possible.
2. Confirm record identity before updates.
3. Return the object ID and action taken after each write.
4. For risky actions (delete, overwrite, bulk update), ask for explicit confirmation.

Prompt Examples

• “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.”

Next Steps

• CRM (Salesforce and HubSpot): Connect revenue systems first
• Email and Calendar: Automate communication workflows
• Slack and Notion: Combine collaboration with knowledge
• Google Drive and Microsoft 365: Work across file systems and suites

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