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Scout agents become genuinely useful when they can reach the tools your team already lives in. Rather than copying data between tabs or asking your agent to work from memory, you connect your stack once and let agents read, update, and act on live data — from your CRM to your inbox to your file system — without any manual handoffs.

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Available Integrations

IntegrationCategoryWhat agents can do
SalesforceCRMRead and update opportunities, contacts, tasks, and notes
HubSpotCRMManage deals, companies, contacts, and activity timelines
Gmail / Google CalendarEmail & CalendarDraft emails, read threads, and schedule meetings
SlackMessagingPost to channels, read threads, and search history
NotionKnowledge baseRead pages, create docs, and update databases
Google DriveFilesRead and summarize documents, spreadsheets, and slides
Microsoft 365FilesWork across Word, Excel, SharePoint, and OneDrive

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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.
1

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.
2

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.
3

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.
4

Test with real prompts

Before rolling the agent out to your team, run real prompts against live data. Ask it to read a record, draft a message, or summarize a document. Confirm the output before enabling any write actions.

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Priority Order for Connecting

Most teams get the highest return by connecting integrations in this order:
  1. CRM first — Salesforce or HubSpot data is the foundation for most high-value automations: deal reviews, follow-up drafts, pipeline snapshots.
  2. Email and Calendar — once your agent knows the CRM context, it can draft outreach and manage scheduling on your behalf.
  3. Slack and Notion — route insights to where your team communicates and document decisions durably.
  4. Google Drive and Microsoft 365 — give agents access to the files and docs that already capture your institutional knowledge.

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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. 
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.
Paste this block at the top of the instructions for any agent that has write access to an external system. You can customize it per integration — the CRM, email, and file pages each include a tailored version.

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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.”

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Explore by Integration

CRM

Connect Salesforce and HubSpot so agents can read pipeline data, enrich records, and draft follow-ups grounded in real CRM context.

Email & Calendar

Give agents access to Gmail and Google Calendar to triage inboxes, draft communications, and schedule meetings on your behalf.

Slack

Deploy agents directly into Slack channels to post summaries, respond to messages, and deliver daily briefings where your team works.

Google Drive & M365

Let agents read and summarize files across Google Drive, SharePoint, OneDrive, and the full Microsoft 365 suite.