| Meetings |
Paste a Meet, Zoom, or Teams link on the Desk and a bot named Agentcy Core joins, records, and returns a speaker-attributed transcript. The transcript is staged as facts under the Account for review, and a recap, written from your agency’s own meeting-recap Playbook, is handed to the seat that sent the bot. An Editor can also Listen from the Desk: this device’s microphone, with the call on speaker. Stop saves what it heard, and the same stage and recap path takes it. |
Sending the bot takes an Editor. The recap’s follow-up tasks and email reach a person’s task list or email drafts only with that person’s yes; nothing is on by default, and the email is never sent. A call that matches no Account stages nothing until it is filed; filing one by hand takes an Admin, for calls they sent, onto an Account or onto Agency. A phone cannot record its own call, so Listen takes a second device. |
| Google Drive |
Find and read documents; file an original; create a text file, a folder, or a blank file; replace file content; read and create comments; place a file held by an https link. |
Replacing content is a whole-file overwrite, not an append or a patch. Placing a linked file fetches the bytes and uploads them. Drive only. |
| Box |
Find and read files; edit an existing workbook or document by running the seat’s own Python against the live file and writing a new version; create a new document in a folder. |
A version is written only after the lock, upload permission and the version you read are checked, with the lock and version checked again just before the write; a stale read is refused, not overwritten. |
| Google Docs, Sheets, Slides |
Write into a document, a sheet, or a deck the person can already reach. |
Execute-class: gated and recorded. Sheets and decks on this path are Account Supervisor only. The Art Director can place a Google Doc by title. Rewriting a Google Doc replaces the whole document. Not a template engine. |
| Gamma |
Render the same markdown the seat writes for a deck, in the connected person’s Gamma workspace. The words are preserved rather than rewritten. |
Account Supervisor only. Rendering spends the person’s Gamma credits, so it is a separate permission from a free deck. The person pastes their own key at Admin → Connections. The answer reports what was spent. A pdf or pptx export link is public for about a week and is not tied to the key. Not a Google deck. |
| Gmail |
Create an unsent draft; list drafts by subject; search the person’s mail and read a message or an attachment. |
The named Gmail operations never send. Only the Account Supervisor searches or reads mail. Draft bodies are not listed. |
| Outlook |
Create an unsent draft; search the person’s mail and read a message; read calendar events; list calendars. |
Specific operations, not a complete Microsoft 365 integration. Outlook events are read, not created, and only from the default calendar. Outlook attachments cannot be opened. |
| Google Calendar |
Read events; find free slots from busy intervals; create and update an event. |
Not a scheduling solver. Invitations go out under the person’s identity, so creating an event is execute-class. |
| Google Tasks, Microsoft To Do |
Create, read, and update tasks in each. |
Deleting a list is not offered. It would destroy every task in it. |
| Asana |
Create a task in a project the person can reach. Read a project’s own record — its name, notes, and due date. |
Tasks are created, not read back or changed. Reading a project is not reading the tasks inside it. Creating a project is refused: a project needs a workspace and a team. The connection is a coarse grant over the Asana account; the seat’s permissions are the bound. |
| Slack |
Post a message to a Slack channel the seat names, under the person’s own Slack connection and signed with the seat’s and the person’s names; send configured nudges. |
An outbound destination, not the conversation surface. Nothing checks that a channel is internal. |
| Microsoft Teams |
Post a message to a channel, under the person’s own Teams connection and signed with the seat’s and the person’s names. |
Account Supervisor and Chief of Staff. Top-level channel posts, not replies. The connection is a coarse grant; the seat’s permissions are the bound. Nothing checks that a channel is internal. The Art Director cannot post. |
| Meetings from the calendar |
Under a Standing Order the Chief of Staff proposes and an Admin approves once, the bot joins meetings with a Meet, Zoom, or Teams link shortly before they start, on that person’s connected calendar and on any Google calendars they chose to watch. Calls it joins are recapped to the Chief of Staff. The next 48 hours of calls show on the Desk, each with a button to send the bot. |
It reads only the calendars named for it, never every calendar on the account. Sending from the Desk takes an Editor. Pausing the order is the off switch. |
| Canva |
Find and read the person’s designs, including a design read back as pages of text; create a design, copy or resize one, start one from a brand template, upload an image from a web link, or turn a document into an editable design. |
Canva offers no way to edit what is inside an existing design, so a change is a new copy a person finishes by hand. Making designs is Account Supervisor only. Brand templates and resizing need the matching Canva plan. |
| Notion |
Look through the person’s Notion and run a tool that connection publishes, on the pages and databases they shared with the integration. |
Notion grants access by page, not by scope. A page that was not shared is not visible. The call is recorded and is not an approval card. Reading a page does not file it into the Book. |
| HubSpot |
Search and read contacts, deals, meetings and calls, and the owner roster. Create or update a contact by email, stamp properties onto deals by id, or add a custom property. |
Writes are execute-class: gated and recorded. A note on a contact is not available. Pulls are capped. The grant reaches past the CRM; the seat’s permissions are the bound. |
| Salesforce |
Search contacts by name or email. Every other Salesforce tool the connection publishes can be run by looking through the app, and is recorded. |
The shaped path is the contacts search. A match is fuzzy — confirm the contact by its id before relying on it. Deals, contact updates, and property stamps are the HubSpot path, not this one. |
| Superhuman Docs |
Find and read docs, pages, and tables; create and edit docs, pages, and table rows; publish, share, or delete. |
Connected with the person’s own API token, pasted once and stored encrypted. The token opens the whole account; the seat’s permissions are the only bound. Reads are working material, not filed into the Book. Writing is Account Supervisor only. Publishing, sharing, and deleting are execute-class: gated and recorded. |
| Miro |
Find a board by a few words about it; read a board’s items, optionally one type at a time — sticky notes, text, shapes, cards; add items in bulk to a board the person can reach, or add a titled frame. |
Account Supervisor only. Adding to a board is execute-class: gated and recorded. It adds to boards that already exist — it does not create boards, and it never edits or deletes what is already on one. |