To connect an app, open Connected apps in your personal settings and sign in with your own account. The Workleap Agent can then use the app when you ask. It sees only what your account can open.
Your team’s work happens in Slack, Jira, calendars and documents, not only in Workleap. Connect those apps, and the agent can answer questions about that work. Ask “Where does the launch project stand?” and it answers from your Jira issues and Confluence pages. Your Workleap Brief reads them too, so it covers the work done outside Workleap.
Who can do this: Everyone connects their own apps. Administrators decide whether people can connect apps, and can add tools that aren’t in the list.
Apps you can connect
App | What the agent reads | What you can do |
Slack | Public channels you joined, your direct messages and shared files. | Find what a thread decided. |
Microsoft Teams | Channel messages, mentions and replies. | Find answers in past conversations. |
Microsoft Outlook | Mail and calendar. | Catch a commitment buried in an email thread. |
Gmail, Drive and Calendar. | See how your week is booked. | |
Microsoft SharePoint | Files and pages. | Reference a document without looking for it. |
Notion | Pages and databases. | Base a summary on your own pages. |
Atlassian | Jira issues, Confluence pages and Loom videos. | See where a project stands. |
Asana, ClickUp, Linear | Tasks, issues, projects and docs. | See what is blocked and who owns it. |
GitHub | Repositories, issues and pull requests. | Show what shipped, with the pull requests. |
Granola | Meeting notes and transcripts. | Turn a meeting into follow-ups. |
Zoom | Meetings, recordings and transcripts. See Connect Zoom. | Recall what was said in a meeting. |
Gong | Calls and transcripts. A Gong admin registers the agent first. See Connect Gong. | Follow up on what was said on a call. |
HubSpot | Contacts, companies and deals. See Connect HubSpot. | Add deal context to a report. |
Intercom | Conversations and contacts. | See where a customer conversation stands. |
Figma, Miro | Files and boards. | Summarize design decisions. |
Mixpanel | Events, reports and dashboards. | Add funnel and retention data to a report. |
Don’t see a tool you use? If it offers an MCP server, an administrator can add it. MCP (Model Context Protocol) is a standard way to connect a tool to AI agents. See Connect a custom MCP server.
What happens when you ask
Example: A manager asks: “Catch me up on #launch, and reply in the thread that I’ll review the plan Friday.”
The agent reads #launch with the manager’s own Slack account.
It summarizes what the team decided.
It drafts the reply on a card. The manager clicks Send message to post it under their own name, or Discard.
Setup
Connect an app
Connect an app
Click your avatar (top right), then Personal settings > Agent > Connected apps.
Click the app to see What this unlocks and What the agent will read.
Click Connect [app], then sign in to the app and allow access.
The app shows Connected. The agent can use it from your next message.
Disconnect an app
Disconnect an app
Click your avatar, then Personal settings > Agent > Connected apps.
Click the app, then Disconnect.
Click Disconnect again to confirm.
The app shows Not connected, and Workleap deletes your stored sign-in.
Turn an app off for a while
Turn an app off for a while
To keep an app connected but stop the agent from using it, click + in the agent’s message box, then click the app. The app shows Off. The agent ignores the app for messages from this browser until you click the app again.
Administrators: allow personal app connections
Administrators: allow personal app connections
If people see Personal integrations disabled on the Connected apps page, your organization doesn’t allow personal app connections. Click Manage permissions on that page to change this setting in Workleap Classic. Only administrators see this link.
Good to know
When does the agent read my apps?
When does the agent read my apps?
Only when you ask, or when a routine runs for you, such as your Workleap Brief. Nothing is synced or indexed.
Can my administrator or my manager see what the agent reads?
Can my administrator or my manager see what the agent reads?
No. Answers stay in your own conversations. Administrators can’t read your conversations or see which apps you connected. Your manager’s agent uses your manager’s connections, never yours. No report, profile or review about you reads your apps.
What can the agent change in my apps?
What can the agent change in my apps?
The agent asks before it sends a Slack message or changes your calendar. In other apps, it asks before actions the app marks as destructive, such as a delete. HubSpot, Intercom, Mixpanel and Zoom are read-only.
Is my content used to train AI models?
Is my content used to train AI models?
No. Your content is never used to train AI models.
Can I connect my calendar from Home?
Can I connect my calendar from Home?
Yes. On Home, click Connect my calendar in The week ahead, then pick Microsoft Outlook or Google. Your meetings then show on Home.
Can I use the agent from Slack, ChatGPT or Claude?
Can I use the agent from Slack, ChatGPT or Claude?
Yes. Click the Access tab in Connected apps to use the agent from inside those tools. For ChatGPT, Claude and other AI tools, see Use the Workleap Agent in other AI tools.
Troubleshooting
Problem | What to do |
The app shows Connection expired, Connection lost or Missing permissions. | Click the app, then Reconnect [app]. For Missing permissions, click Manage [app]. |
The sign-in window doesn’t open. | Allow pop-ups for Workleap in your browser. |
The connection fails after you sign in. | The tool’s admin may need to register the Workleap Agent first. See Register the Workleap Agent in another tool. |
The page shows Personal integrations disabled. | Your organization doesn’t allow personal app connections. Ask an administrator. |
Jira or Confluence isn’t in the list. | Connect Atlassian. One connection covers Jira, Confluence and Loom. |
