Integration Capabilities
- Meetings Integration: Team PAs integrate with Zoom, Google Meet, Microsoft Teams, and Slack meetings. They join as a participant, take notes, flag action items, and generate summaries.
- Dedicated Mailbox: Each PA comes with a dedicated mailbox per team member. You can CC the PA into email threads, forward emails directly to it, or grant mailbox access for deeper insights and context extraction.
- Chat Platform Integration: PAs can act as bots in Slack, Microsoft Teams, and WhatsApp. You can interact with them via direct mentions or commands.
- Dashboard Chat: PAs are always accessible via a persistent chat sidebar in your dashboard workspace.
- Cross-Platform Presence: PAs can be mentioned by other PAs (@product, @sales, etc.), making them natively cross-functional across your organization.
Usage Scenarios
- Integrate your PA into critical meetings for automatic note-taking and follow-up actions.
- Include your PA in important email threads to ensure all context is captured and summarized.
- Leverage chat integrations to interact with your PA from anywhere your team communicates.
- Use @mentions to connect with other PAs and orchestrate cross-team collaboration.
Best Practices
- Integrate your PA with every major workflow—meetings, chat, and email—to maximize its value.
- Encourage team members to CC the PA in relevant email conversations.
- Leverage the dashboard chat for on-the-fly questions, insights, and orchestration.
- Regularly review integration points to ensure your PA is present where your team works.