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Documentation Index

Fetch the complete documentation index at: https://docs.doe.so/llms.txt

Use this file to discover all available pages before exploring further.

Integrations are the work surfaces for your cloud agents. They let Doe search, read, create, update, draft, send, sync, and automate across the apps your team already uses. Availability depends on the service, your permissions, and the scopes granted during connection.

Quick Start

  1. Click Profile -> Settings -> Integrations
  2. Choose a service and click Connect
  3. Authorize access or enter the required credentials
  4. Mention the app with @ when asking Doe to use it
Connecting integrations to Doe

Available Integrations

Doe supports 60+ production-ready integrations across productivity, communication, CRM, analytics, finance, databases, support, projects, design, and monitoring.
CategoryIntegrations
ProductivityGmail, Google Calendar, Google Drive, Google Sheets, Google Docs, Microsoft Outlook, GitHub, Notion, Fireflies, Jotform, SurveyMonkey, Tally, Confluence, Dropbox, OneDrive, Granola
CommunicationSlack, Microsoft Teams, LinkedIn, X/Twitter, Reddit, Kit, Lemlist, Resend, Retell AI, SendGrid, Klaviyo, Mailchimp, Telegram
CRM and salesHubSpot, Salesforce, Attio, Instantly, HeyReach, Apollo, Affinity, Zoho
Analytics and marketingPostHog, Adyntel, Ahrefs, Meta Ads, Amplitude, Crustdata, HypeAuditor, Semrush, Google Analytics, Google Search Console
FinanceRamp, Stripe, Brex, Shopify, QuickBooks, Square
DatabasesNeon, Supabase, PlanetScale, PostgreSQL
MonitoringDatadog, New Relic, PagerDuty
Projects and supportLinear, Jira, Intercom, Freshdesk
DesignFigma
The exact actions available vary by integration and granted scope. If a service is connected with view-only access, Doe will not be able to write or send through it.

Workforce Patterns

TaskExample
Search and summarize@Gmail Find customer replies about billing from the last 48 hours and summarize the threads.
Cross-app analysisUse @HubSpot and @Gmail to identify stalled enterprise deals and draft next steps.
Message draftingDraft a Slack update for the launch channel based on this spreadsheet.
Calendar workCreate a calendar hold for every approved interview slot.
Data and analyticsUse connected analytics to find activation drop-offs, then chart the funnel.
Database analysisUse a connected database to analyze revenue by month, validate totals, and create a workbook.
Recurring taskEvery Monday, check @HubSpot and @Gmail and send me pipeline risks.
For unfamiliar services or complex work, Doe can review what is available, confirm required permissions, and identify likely blockers before taking action.

Review Before External Actions

Doe can prepare work in connected apps without immediately sending or creating it. This is useful when the action affects customers, teammates, calendars, or external systems.
DraftWhat you can review
EmailRecipients, CC/BCC, subject, body, tone, source thread, and final send decision
Calendar eventTitle, date, time, attendees, location, description, and final create decision
Team messageChannel, audience, message body, source context, and posting decision
Use direct constraints when needed:
Draft the customer replies only. Do not send until I approve each one.
Create calendar drafts for these interview slots, but ask before creating events.

Slack Channel Tasks

When Slack is enabled for your workspace, you can use Doe from Slack as well as from the web app. Common patterns:
  • Mention Doe in a channel to start work from that conversation.
  • DM Doe for private follow-up work.
  • Reply in the same Slack thread to continue existing agent work with context.
  • Attach files in Slack and use them as request context.
  • Ask Doe to draft team updates, summarize customer threads, or prepare recurring reports.
Admins can manage Slack channel access from Settings -> Integrations -> Channels when this is available for the workspace.

Ways to Connect

Most services use OAuth. This opens the service’s authorization page and returns a connected account to Doe.

What You’ll Need

  • Admin/owner access to the service
  • Popups enabled for doe.so

Connection Steps

1. Start the connection
  • Settings -> Integrations
  • Click Connect on your desired service
  • Authorization popup opens
2. Grant permission
  • Log in to the service (if not already)
  • Review requested permissions
  • Click Authorize or Allow
3. Done
  • Popup closes automatically
  • Service shows an active status
  • Start asking questions immediately
Popup blocked? Allow popups for doe.so in browser settings, then retry.

Managing Connections

Open Settings -> Integrations -> Enabled connectors to review connections.
StatusMeaning
ActiveConnection is working
Initiated or connectingAuthorization is in progress
FailedReconnect or review permissions
ExpiredToken needs to be refreshed
From the enabled connector list, you can reconnect failed services, disconnect services, and manage org-wide access when you have admin permission.

Org-Wide Access and Multiple Accounts

Admins can make supported connections available across the organization. This is useful for shared systems such as Slack, CRM, analytics, and databases. Some services support multiple accounts, such as Gmail, Microsoft Outlook, and database connections. Use multiple accounts when a task needs access to more than one inbox or database connection.

Using Integrations in Chat

Mention integrations explicitly when app choice matters:
@Gmail Search for the latest Acme renewal email.
@Slack Send a draft update to the launch channel. Do not post until I approve.
Use @HubSpot and @Salesforce to compare open enterprise opportunities.
For complex cross-app work, describe the outcome clearly so Doe can plan, gather context, and validate results.

Security

Credentials are encrypted before storage and scoped to the organization connection. OAuth passwords are handled by the connected service, not Doe. Disconnecting a service removes Doe’s access path for that connection. For detailed security information, see Security & Privacy.

Next Steps

Prompting

Get better results from connected apps

Research and Code Sandboxes

Combine integrations with research, data analysis, and generated files

Sharing

Share drafts, files, folders, and finished work

Team

Manage roles and permissions

Security

How we protect your data