A personal integration connects one of your work apps to the Workleap Agent with your own account. Once connected, the agent can search that app when you ask a question.
How to connect
Open Connected apps from your account settings. In the agent, you can also click Sources, then Connect more sources.
Find the app and click Connect.
Sign in to the app and allow access.
The agent can use the app from your next message. To stop, click Disconnect next to the app.
How your data is handled
Each person connects with their own account. The agent uses your connection for you and nobody else.
The agent sees only what your account can already open in that app.
Content is searched on demand, when you ask. Nothing is synced, copied, or indexed.
Answers and the excerpts behind them stay in your own conversations. Admins cannot read them.
No report, profile, or review about you reads your connected apps. When your manager uses the agent, it runs on your manager's own connections and sees only what their accounts can see.
Your content is never used to train AI models.
Disconnect any time. The stored sign-in is deleted.
What the agent can read in each app
App | What the agent can read | Notes |
Asana | Tasks and projects | |
ClickUp | Tasks and docs | |
Confluence | Spaces and pages | |
Figma | Files and projects | |
GitHub | Repositories, issues, and pull requests | |
Gong | Calls and transcripts | A Gong admin must first register the Workleap Agent in Gong. See Register the Workleap Agent in another tool. |
Drive files, Gmail, and Calendar events | Private events count toward your meeting load, without their details. | |
Granola | Meeting notes and transcripts | |
HubSpot | Contacts, companies, and deals | |
Intercom | Conversations and contacts | |
Jira | Issues and sprint progress | |
Linear | Issues and project progress | |
Microsoft Outlook | Mail and Calendar events | Private events count toward your meeting load, without their details. |
Microsoft SharePoint | Files and pages | |
Microsoft Teams | Channel messages, mentions, and replies | |
Miro | Boards | |
Mixpanel | Events, reports, and dashboards | |
Notion | Pages and databases | |
Slack | Channels, DMs, group DMs, and shared files |
For admins
Turn personal integrations on or off for the whole organization: open the agent settings, then Knowledge sources > Personal apps > Manage permission.
Add your own tools by registering a custom MCP server. It appears in everyone's Connected apps list under the name you give it, and each person connects with their own account. See Connect a custom MCP server.
Admins cannot see which apps a person connected, and cannot disconnect them.