AI Apps

• ⭐ ChatGPT, Claude, ChatHub (general AI assistants)

• ⭐ Otter.ai, Read.ai (already in Meeting Notes, but worth highlighting here too)

• ⭐ Grammarly

• Also Supported: Fireflies.ai (meeting capture),Descript (audio/video editing), Perplexity (research assistant)

Client Communication (Shared Inbox & Support)

• ⭐ Google Workspace (Gmail), Microsoft 365 (Outlook)

• Also Supported: Freshdesk, Zendesk

Client Relationship Management (CRM)

• ⭐ Dubsado, HoneyBook, GoHighLevel

• Also Supported: Hubspot

Database & Advanced Tracking

• ⭐ Airtable, Microsoft Excel

• Also Supported: Google Sheets, Smartsheet

Design & Creative

• ⭐ Canva

• Also Supported: Adobe Express, Figma

E‑Commerce

• ⭐ Shopify

• Also Supported: WooCommerce, Erply

Email Marketing & Automation

• ⭐ Mailchimp, Flodesk

• Also Supported: Constant Contact

File Management, SOP Documentation & Collaboration

• ⭐ Google Drive, Notion

• Also Supported: Dropbox, SharePoint/OneDrive, Confluence

Financial Management & Invoicing

• ⭐ QuickBooks Online, Stripe

• Also Supported: Square, PayPal

HR & People Ops

• ⭐ Gusto

• Also Supported: BambooHR

Customer Feedback/Surveys & Forms (generally integrated with the CRM)

• ⭐ Typeform, GoogleForms, Microsoft Forms, SurveyMonkey

• Also Supported: Jotform

Meeting Notes & AI Capture

• ⭐ Otter.ai, Read.ai

• Also Supported: Fireflies.ai, Fathom

Project / Service Delivery (Task & Workflow)

• ⭐ Asana, ClickUp, Trello

• Also Supported: Notion (tasks), Smartsheet, AirTable

Proposals, Contracts & e‑Sign (generally integrated with the CRM)

• ⭐ PandaDoc, Dropbox Sign (HelloSign)

• Also Supported: DocuSign, Adobe Sign, SignNow

Scheduling & Admin

• ⭐ Calendly, Acuity Scheduling

• Also Supported: Microsoft Bookings, Google Calendar

Team Communication & Meetings

• ⭐ Slack, Zoom, Teams, Google Meet

• Also Supported: Loom, Vimeo

Website

• ⭐ Wix, Squarespace

• Also Supported: Shopify