Integrations

AI automations inside the tools you already use

Most AI automations force you to move your information to a new platform. toBee.team does the opposite: the agents enter the email, the CRM and the document manager the company already uses.

The approach

No migrations, no change of tools

An agent that only generates text changes nothing. What counts is access: reading a real email, consulting a real record, filing a real document.

Your team does not learn a new tool

Everything stays in Gmail, Outlook, Teams or Slack. The work arrives already done.

There is no migration project

The data stays where it is, with no copies in another system.

Reversing course is straightforward

An access is withdrawn and its automation is withdrawn with it.

What if a tool is not on the list?

If it has an API, it is connected using the same pattern. A sector-specific ERP or an in-house application is assessed during the diagnosis, before signing.

Catalogue

What AI process automation connects to

These are the tools toBee.team's agents routinely operate on today, grouped by type of use. In every case the work is done on the company's own account, with the permissions management defines.

Email and calendar

Gmail · Outlook · Google Calendar

They read authorised email, draft replies and arrange meetings against the real calendar. They prepare the send, they do not send it.

Documents and files

Google Drive · OneDrive · Dropbox · Notion

They find the right document, generate versions from your templates and file them under the company's naming convention.

Internal communication

Slack · Microsoft Teams · WhatsApp

It is requested and approved in the usual channel, with no other application to open.

Office software

Google Workspace · Microsoft 365 · Excel

They read and cross-reference spreadsheets and generate reports in the format the company already uses.

CRM and ERP

Holded · GoHighLevel · HubSpot

Records, opportunities, invoices and reconciliation: this is where AI has real effect, which is why the approval rules here are the strictest.

Automation platforms

n8n · Zapier · Make

Existing workflows are reused as one more tool. n8n is also toBee.team's own execution layer.

The mechanism

How the connection is made

Each tool is connected through the company's own MCP (Model Context Protocol) server, which offers the agents a closed set of actions.

It is connected once

What is integrated serves every agent and every project.

Each action is bounded

An agent only does what the company allows it to do.

It is tested first

Every integration is validated in a test environment, with a log of which agent did what.

How the agents connect: the client's MCP server exposes specific actions on Gmail, Holded, HubSpot, Google Drive and Slack, with the permissions the company authorises

No data migration: the agents work inside the tools already in use.

In practice

What AI automations solve in practice

Connecting tools is not the objective, it is the means. This is what changes when the agents have real access to the systems:

An invoice that arrives by email

It is recorded, reconciled against the bank and validated before being posted, without anyone typing it in.

A contact that arrives through the website

It is qualified, loaded into the CRM and its commercial follow-up is triggered.

A month-end report

It is compiled from data that today has to be gathered from three different places.

An internal query

It is answered by reading the company's real documentation, not an approximate version.

See what control guarantees apply to these accesses

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