What you can connect

Let Emerge.ai read your projects and tasks, and — with your approval — create or update work on your behalf.

Good forTurning a conversation into tasks · Checking project status · Adding comments and updates

Reading projects, tasks, comments and attachments is allowed without asking. Everything that changes Asana — creating, updating or deleting a project or task, setting a priority, adding a comment, and uploading or deleting an attachment — asks for your approval first.

Let Emerge.ai search your inbox, pull email context into a conversation, and draft, send, or forward mail on your behalf.

Good forFinding past threads · Summarizing long email chains · Drafting and sending responses

Send email, Create draft, and Forward email ask for your approval each time by default. The three reading tools and Mark read/unread are allowed without asking.

Let Emerge.ai see your schedule so it can answer questions about your week, and — with your approval — put meetings on your calendar and change them.

Good forPrepping for upcoming meetings · Finding open time · Booking a meeting from a conversation

Reading your calendar is allowed without asking. Creating, changing and deleting an event each ask for your approval first.

Let Emerge.ai find files in your Drive, bring the ones you pick into a conversation, and — with your approval — add, organize or share files on your behalf.

Good forPulling a document into chat · Searching for a file you can’t find · Analyzing spreadsheets and PDFs

The three reading tools are allowed without asking. Everything that changes your Drive — uploading, creating a folder, renaming, moving, deleting, sharing a file and revoking access — asks for your approval each time by default.

Let Emerge.ai pull customer, company and deal records from your CRM into a conversation, and — with your approval — create and update them.

Good forPrepping for a sales call · Looking up an account’s history · Logging a meeting or task against a record

Reading your CRM is allowed without asking. Everything that changes a record — creating, updating and deleting contacts, companies, deals, segments, meetings and tasks — asks for your approval each time.

One connection that covers Outlook mail, your calendar, contacts, cloud files, SharePoint, and Teams.

Good forFull Microsoft-based workflows · Sending email and managing your calendar from chat · Working across Outlook and Teams together

By far the broadest connector here — thirty-two tools spanning Outlook mail, your calendar, contacts, files, SharePoint and Teams. Eleven of them act on your account, and each asks for your approval first.

Overlaps withOneDrive · Microsoft Teams

Let Emerge.ai read your Teams chats and channels, and — with your approval — post messages to them.

Good forCatching up on a channel you have missed · Posting a summary without leaving chat · Pulling a file someone shared in Teams

Reading chats, channels and shared files is allowed without asking. Sending a message, posting to a channel and creating a group chat each ask for your approval first.

Overlaps withMicrosoft 365

Let Emerge.ai pull financial and operational records from your ERP — customers, invoices, sales orders, and vendors.

Good forAnswering questions about invoices and orders · Pulling vendor or customer records · Financial reporting context

Run SuiteQL query can read straight from your ERP, and it is allowed without asking. If that is more reach than you want, set it to ask each time in Cloud Settings → Connectors.

NetSuite is set up once for your whole organization by an administrator, not by each person individually. If it isn’t available to you yet, whoever holds your NetSuite Integration record credentials needs to register it first.

Let Emerge.ai find files in your Microsoft cloud storage and bring the ones you pick into a conversation.

Good forPulling a document into chat · Searching OneDrive · Analyzing files you’ve already stored

Reading and searching your files is allowed without asking. Everything that changes your OneDrive — uploading, creating a folder, renaming, moving, deleting, sharing a file and revoking access — asks for your approval each time.

Overlaps withMicrosoft 365

Let Emerge.ai list, read and search your Slack channels, and — with your approval — post messages and reply in threads.

Good forCatching up on a channel you have missed · Finding an earlier discussion · Posting an update without leaving chat

Listing channels and members, and reading or searching messages, is allowed without asking. Sending a message and replying in a thread each ask for your approval first.

Let Emerge.ai list and read your Webex rooms, and — with your approval — post messages and create rooms.

Good forReading what happened in a room · Posting an update to a room

Listing and reading rooms is allowed without asking. Sending a message and creating a room each ask for your approval first, and a recipient is looked up rather than guessed.