Documentation Index
Fetch the complete documentation index at: https://neuroai-cf1c4abf.mintlify.app/llms.txt
Use this file to discover all available pages before exploring further.
Overview
Apps enable your custom agents to access external tools, search data, and take actions across your entire tech stack. Instead of being limited to conversation, agents can:
- Search — Find information from connected services
- Reference — Pull real-time data into responses
- Take Actions — Create tasks, send messages, update records
- Deep Research — Analyze multiple sources with citations
- Integrate — Connect to 500+ business tools
How Apps Work With Custom Agents
Agent Capabilities With Apps
When you configure apps for a custom agent, it gains access to those services:
Agent Request:
"Search our CRM for accounts in healthcare"
With Apps Enabled:
→ Agent accesses Salesforce via app
→ Searches for matching accounts
→ Returns results with relevant data
Without Apps:
→ Agent responds with generic knowledge
→ No access to actual company data
→ Limited to training data
Apps by Agent Persona
Different agent personas benefit from different app combinations. Here’s what each agent type can do with apps:
Agent Personas & Their Apps
1. Sales Agent
Purpose: Drive revenue through intelligent sales outreach and lead management
Core Apps:
- Salesforce — Access accounts, leads, opportunities
- Apollo — Find and verify prospect emails
- LinkedIn — Research prospects and companies
- Gmail — Send personalized emails
- Slack — Update team on progress
- HubSpot — Manage contacts and deals
- Pipedrive — Track sales pipeline
Key Workflows:
Sales Agent Tasks:
1. Lead Research
App: Apollo + LinkedIn
→ Find prospects
→ Research background
→ Verify email addresses
2. Account Management
App: Salesforce + HubSpot
→ Pull account information
→ Check recent activities
→ Track deal status
3. Email Outreach
App: Gmail + Salesforce
→ Draft personalized email
→ Send via Gmail
→ Log to Salesforce
4. Team Updates
App: Slack + Salesforce
→ Pull yesterday's closed deals
→ Post summary to #sales
→ Notify team of updates
Sales Agent can:
✓ Search Salesforce for specific accounts
✓ Find prospect emails with Apollo
✓ Draft personalized outreach emails
✓ Log activities to CRM
✓ Update deal status
✓ Post team updates to Slack
✓ Research companies on LinkedIn
✓ Track pipeline progress
"Find all accounts in the healthcare space
where we haven't contacted in 60 days"
"Research this prospect company using LinkedIn
and Apollo, then draft a personalized email"
"What were our top 5 closed deals this week?
Post a summary to #sales channel"
"Update this opportunity to 'Negotiation'
and send a notification to the account manager"
2. Customer Success Agent
Purpose: Ensure customer satisfaction and drive retention through proactive support
Core Apps:
- Salesforce — View customer accounts and history
- Zendesk — Manage support tickets
- Intercom — Send customer messages
- Google Drive — Access success plans
- Slack — Notify team members
- HubSpot — Track customer interactions
- Freshdesk — Manage support cases
Key Workflows:
Customer Success Agent Tasks:
1. Onboarding Support
App: Salesforce + Zendesk + Google Drive
→ Pull onboarding checklist from Drive
→ Create support tickets in Zendesk
→ Log in Salesforce
→ Send welcome message via Intercom
2. Health Monitoring
App: Salesforce + Intercom
→ Check customer health score
→ Review recent activity
→ Send proactive outreach
→ Log interaction to account
3. Issue Resolution
App: Zendesk + Slack
→ Pull ticket details
→ Research solution
→ Update ticket status
→ Notify team in Slack
4. Renewal Management
App: Salesforce + Intercom + Gmail
→ Identify upcoming renewals
→ Send renewal offer
→ Track response
→ Escalate if needed
Customer Success Agent can:
✓ View customer account history
✓ Create and manage support tickets
✓ Send messages to customers
✓ Check success metrics
✓ Pull success plans
✓ Update ticket status
✓ Send proactive outreach
✓ Document interactions
✓ Escalate urgent issues
"Check which of our customers are at risk
of churning this quarter and send them
a proactive check-in message"
"Create a ticket in Zendesk for this
customer issue and assign it to the
appropriate team member"
"Pull this customer's success plan from
Google Drive and create a checklist for
their onboarding"
"What's the status of this support ticket?
Update it if the issue is resolved and
notify the customer"
3. Marketing Agent
Purpose: Generate demand and enhance brand awareness through intelligent campaigns
Core Apps:
- Mailchimp — Email marketing campaigns
- HubSpot — Lead generation and tracking
- Google Analytics — Website metrics
- Canva — Design graphics
- LinkedIn — Post content
- Facebook/Instagram — Social posting
- Google Drive — Access marketing assets
- Slack — Share updates
Key Workflows:
Marketing Agent Tasks:
1. Campaign Planning
App: HubSpot + Google Drive
→ Review past campaign performance
→ Pull creative assets
→ Plan new campaign
→ Document strategy
2. Email Campaign
App: Mailchimp + HubSpot
→ Create email template
→ Define audience segment
→ Schedule send
→ Track performance
3. Content Creation
App: Canva + Google Drive + LinkedIn
→ Design social graphics
→ Create LinkedIn post
→ Schedule publication
→ Track engagement
4. Analytics Reporting
App: Google Analytics + Slack
→ Pull weekly metrics
→ Analyze trends
→ Create summary
→ Post to #marketing
Marketing Agent can:
✓ Create email campaigns
✓ Segment audiences
✓ Design graphics with Canva
✓ Post to social media
✓ Pull website analytics
✓ Track campaign performance
✓ Access marketing assets
✓ Generate reports
✓ Schedule content
"Design a social media graphic for our
new product launch and schedule it
to post on LinkedIn tomorrow"
"Create an email campaign targeting
customers who haven't purchased
in the last 6 months"
"What were our top performing blog posts
last month? Create a summary report"
"Pull this week's website analytics and
post a summary of key metrics to Slack"
4. Product Manager Agent
Purpose: Drive product development with data-driven decisions and customer insights
Core Apps:
- Jira — Track features and bugs
- Linear — Issue management
- Notion — Product roadmap
- Intercom — Customer feedback
- Google Drive — Design docs
- GitHub — Code repository
- Slack — Team communication
- Mixpanel — Product analytics
Key Workflows:
Product Manager Agent Tasks:
1. Roadmap Planning
App: Notion + Jira + Intercom
→ Pull customer feedback
→ Review feature requests
→ Create roadmap items
→ Prioritize based on impact
2. Feature Tracking
App: Jira + Linear + Slack
→ Create feature spec
→ Break into tasks
→ Assign to engineering
→ Track progress
3. Bug Management
App: Jira + GitHub + Linear
→ Receive bug reports
→ Prioritize by severity
→ Assign to team
→ Track resolution
4. Customer Feedback
App: Intercom + Notion + Slack
→ Aggregate feedback
→ Identify themes
→ Document insights
→ Share with team
Product Manager Agent can:
✓ Create and manage feature specs
✓ Track bug reports
✓ Access customer feedback
✓ Review product analytics
✓ Update roadmap
✓ Prioritize features
✓ Communicate with engineering
✓ Document decisions
"Review our customer feedback from
the past month and identify the top
5 feature requests"
"Create a feature spec in Notion for
our new authentication system and
break it down into tasks in Jira"
"What's the status of our Q4 roadmap?
Pull details from Notion and create
an update for the team"
"Analyze which features are most
used in Mixpanel and create a
report for the product team"
5. Operations Agent
Purpose: Streamline processes and ensure organizational efficiency
Core Apps:
- Asana — Project management
- Monday.com — Task tracking
- Google Sheets — Data management
- Slack — Team communication
- Google Drive — Document storage
- ClickUp — Workflow management
- Zapier — Automation
- Google Calendar — Scheduling
Key Workflows:
Operations Agent Tasks:
1. Project Management
App: Asana + Slack
→ Create project tasks
→ Assign to team
→ Track progress
→ Update team in Slack
2. Process Automation
App: Zapier + Google Sheets
→ Create automation workflows
→ Track execution
→ Log data to sheets
→ Monitor performance
3. Meeting Coordination
App: Google Calendar + Slack
→ Schedule meetings
→ Send calendar invites
→ Post reminders in Slack
→ Track attendance
4. Reporting
App: Google Sheets + Slack
→ Compile data
→ Create reports
→ Post summaries
→ Archive for reference
Operations Agent can:
✓ Create and manage projects
✓ Assign tasks to team members
✓ Update project status
✓ Create automations
✓ Schedule meetings
✓ Generate reports
✓ Manage spreadsheet data
✓ Send team notifications
✓ Track KPIs
"Create a project for our Q4 planning
initiative in Asana and assign tasks
to each department head"
"Pull our monthly KPI data from Google
Sheets and post an update to Slack"
"Set up an automation to log all new
Salesforce leads to this spreadsheet"
"Schedule a weekly sync meeting with
the product team and send calendar
invites to everyone"
6. Research & Analytics Agent
Purpose: Provide data-driven insights and competitive intelligence
Core Apps:
- Perplexity — Deep research
- Google Analytics — Website data
- Firecrawl — Web scraping
- Tavily — Information retrieval
- Exa — Semantic search
- Bright Data — Market data
- Notion — Documentation
- Google Sheets — Data compilation
Key Workflows:
Research Agent Tasks:
1. Market Research
App: Perplexity + Firecrawl
→ Research market trends
→ Gather competitor info
→ Compile statistics
→ Document findings
2. Competitive Intelligence
App: Bright Data + Tavily + Notion
→ Track competitor activities
→ Monitor pricing changes
→ Research product updates
→ Create competitive analysis
3. Customer Research
App: Google Analytics + Intercom
→ Analyze user behavior
→ Review customer feedback
→ Identify patterns
→ Document insights
4. Data Analysis
App: Google Sheets + Google Analytics
→ Pull traffic data
→ Analyze trends
→ Create visualizations
→ Generate reports
Research Agent can:
✓ Conduct deep research
✓ Analyze web data
✓ Scrape competitor sites
✓ Compile market data
✓ Create competitive reports
✓ Analyze user behavior
✓ Document findings
✓ Generate insights
✓ Create visualizations
"Research the AI automation market
for 2025. Include market size, growth
trends, key players, and emerging
opportunities. Use Perplexity"
"Monitor our top 5 competitors for
any product updates or pricing
changes this month"
"Analyze our website traffic from
the past quarter and identify
trends in user behavior"
"Create a competitive analysis
comparing our features to the
top 3 competitors"
7. Content Creator Agent
Purpose: Produce high-quality content efficiently across multiple channels
Core Apps:
- Canva — Design graphics
- Google Drive — Store content
- Figma — Create designs
- LinkedIn — Post content
- YouTube — Video management
- HeyGen — Video creation
- Notion — Content calendar
- Slack — Share updates
Key Workflows:
Content Creator Agent Tasks:
1. Social Content
App: Canva + LinkedIn
→ Design social graphic
→ Write caption
→ Schedule post
→ Track engagement
2. Blog Content
App: Google Drive + Notion
→ Create outline
→ Write article
→ Add visuals
→ Schedule publication
3. Video Content
App: HeyGen + YouTube + Google Drive
→ Create video script
→ Generate video
→ Upload to YouTube
→ Share links
4. Content Planning
App: Notion + Slack
→ Plan monthly calendar
→ Track content ideas
→ Assign deadlines
→ Post updates
Content Creator Agent can:
✓ Design graphics
✓ Write content
✓ Create videos
✓ Post to social media
✓ Schedule content
✓ Manage content calendar
✓ Collaborate on docs
✓ Track performance
"Create a LinkedIn post about our
new product launch with a custom
graphic. Schedule it for tomorrow
morning"
"Write a blog post about [topic] and
save it to Google Drive. Include a
design brief for the cover image"
"Create a 30-second product demo
video using HeyGen and upload it
to our YouTube channel"
"Plan our content calendar for next
month using our Notion template
and post a summary to Slack"
8. HR & Recruitment Agent
Purpose: Streamline hiring and employee management processes
Core Apps:
- Lever — Applicant tracking
- BambooHR — Employee data
- Google Drive — Documents
- Slack — Team communication
- Gmail — Email communication
- Google Calendar — Interview scheduling
- Workable — Recruitment
- Calendly — Scheduling
Key Workflows:
HR Agent Tasks:
1. Recruitment
App: Lever + Gmail
→ Post job opening
→ Screen applications
→ Send interview invites
→ Track candidates
2. Onboarding
App: BambooHR + Google Drive
→ Create employee record
→ Prepare onboarding docs
→ Schedule training
→ Track completion
3. Interview Coordination
App: Calendly + Slack + Gmail
→ Schedule interviews
→ Send calendar invites
→ Notify hiring team
→ Request feedback
4. Employee Management
App: BambooHR + Slack
→ Review employee records
→ Update information
→ Send announcements
→ Track milestones
HR Agent can:
✓ Manage job postings
✓ Screen applications
✓ Schedule interviews
✓ Create employee records
✓ Send communications
✓ Manage onboarding
✓ Track hiring pipeline
✓ Prepare documents
"Screen the applications for our
Senior Engineer position and send
interview invites to the top 5
candidates"
"Create an onboarding checklist for
the new sales hire starting Monday
and send it to their manager"
"Schedule interviews with these
3 candidates using Calendly and
send interview prep materials"
"Send a birthday announcement to
Slack for our team member whose
birthday is today"
9. Finance Agent
Purpose: Manage financial processes and provide business insights
Core Apps:
- Stripe — Payment processing
- Xero — Accounting
- QuickBooks — Financial management
- Google Sheets — Data tracking
- Slack — Team updates
- Google Drive — Document storage
- Tableau — Reporting
- Square — POS/Payments
Key Workflows:
Finance Agent Tasks:
1. Invoice Management
App: Xero + Stripe + Google Sheets
→ Create invoices
→ Track payments
→ Send reminders
→ Log in spreadsheet
2. Financial Reporting
App: QuickBooks + Google Sheets + Slack
→ Pull financial data
→ Create reports
→ Analyze trends
→ Post summaries
3. Expense Tracking
App: Google Sheets + Slack
→ Log expenses
→ Categorize
→ Submit for approval
→ Archive receipts
4. Budget Management
App: Google Sheets + Slack
→ Track spending
→ Monitor vs. budget
→ Alert on overages
→ Create forecasts
Finance Agent can:
✓ Create invoices
✓ Track payments
✓ Generate financial reports
✓ Manage expenses
✓ Monitor budgets
✓ Analyze cash flow
✓ Create forecasts
✓ Send financial updates
"What's our current cash flow status?
Pull data from Xero and create a
summary for the executive team"
"Send invoice reminders to any
customers with payments due
this week and track responses"
"Create our monthly financial report
from Xero data and post a summary
to the #finance Slack channel"
"Track this month's expenses against
our budget and alert me if we're
approaching any limits"
10. IT & DevOps Agent
Purpose: Manage infrastructure and ensure system reliability
Core Apps:
- GitHub — Code repository
- Sentry — Error tracking
- DataDog — Monitoring
- Slack — Alerts and communication
- Jira — Issue tracking
- CloudFlare — Security
- New Relic — APM
- Vercel — Deployment
Key Workflows:
IT/DevOps Agent Tasks:
1. Incident Management
App: Sentry + DataDog + Slack
→ Monitor errors
→ Create alerts
→ Notify team
→ Track resolution
2. Deployment Management
App: GitHub + Vercel + Slack
→ Track deployments
→ Monitor performance
→ Rollback if needed
→ Post updates
3. Infrastructure Monitoring
App: DataDog + New Relic + Slack
→ Monitor uptime
→ Track performance
→ Alert on issues
→ Create reports
4. Security Management
App: CloudFlare + GitHub + Slack
→ Monitor threats
→ Update firewall rules
→ Scan code
→ Post alerts
IT/DevOps Agent can:
✓ Monitor system health
✓ Track deployments
✓ Manage errors
✓ Create incidents
✓ Update infrastructure
✓ Configure alerts
✓ Generate reports
✓ Track performance
"What's the status of our production
system? Check DataDog and Sentry
for any critical issues"
"Create a GitHub issue for this bug
and assign it to the platform team
in Jira"
"Monitor our deployment to production
and post updates to #devops as it
progresses"
"Review our security alerts from
CloudFlare and update firewall rules
if needed"
Configuring Apps for Your Agent
Step 1: Identify Agent Needs
Ask yourself:
- What tools does this agent need?
- What data should it access?
- What actions should it take?
- What notifications are needed?
Step 2: Select Relevant Apps
For each app:
1. Verify the agent needs it
2. Check what permissions are required
3. Ensure data is appropriate
4. Plan the workflows
For each app:
- Grant read permissions if searching
- Grant write permissions if creating/updating
- Restrict access to specific folders/teams
- Document what access is granted
Step 4: Test Agent Workflows
Before deploying:
1. Test basic app access
2. Verify search capabilities
3. Test write actions
4. Confirm notifications work
5. Review output quality
Step 5: Deploy and Monitor
After deployment:
- Monitor app usage
- Check for errors
- Gather feedback
- Refine permissions
- Scale as needed
App Permissions & Security
Permission Levels
READ Permissions:
✓ Search documents
✓ View records
✓ Access data
✗ Create or modify
✗ Delete
✗ Share with others
WRITE Permissions:
✓ All READ actions
✓ Create new records
✓ Update existing data
✓ Delete if enabled
✗ Share or change permissions
✗ Manage team access
ADMIN Permissions:
✓ All READ and WRITE actions
✓ Manage team access
✓ Change permissions
✓ Configure settings
Best Practices
✅ Grant minimal necessary permissions
✅ Review permissions quarterly
✅ Use specific folder/team restrictions
✅ Document what each app accesses
✅ Revoke unused app permissions
✅ Audit app activity regularly
✅ Test with sandbox first
✅ Monitor for unusual access
Troubleshooting Agent Apps
App Not Accessible
Issue: Agent can't access app
Check:
1. Is app connected? (Settings → Apps)
2. Is agent configured to use it?
3. Are permissions granted?
4. Is authentication valid?
Solution:
1. Verify app is installed
2. Add app to agent config
3. Grant necessary permissions
4. Re-authenticate if needed
Issue: Agent waiting for app response
Causes:
- App service is slow
- Network connection issue
- Large data request
- Rate limits hit
Solutions:
- Check app status
- Retry the request
- Make requests more specific
- Optimize data access
Agent Not Taking Actions
Issue: Agent can't write to app
Check:
1. Does agent have write permission?
2. Is authentication valid?
3. Is the action possible in app?
4. Are there validation errors?
Solution:
1. Grant write permissions
2. Re-authenticate
3. Verify action format
4. Check error messages
Advanced Agent Configurations
Multi-App Workflows
Chain apps together for powerful agent workflows:
Example: Lead Research Agent
Step 1: Apollo App
→ Find prospect email
Step 2: LinkedIn App
→ Research prospect background
Step 3: Salesforce App
→ Check if company exists
→ Create if needed
Step 4: Gmail App
→ Draft personalized email
Step 5: Slack App
→ Post summary to team
Conditional App Usage
Configure agents to use different apps based on conditions:
Example: Smart Support Agent
IF ticket category is billing:
→ Use Stripe app
→ Check payment history
→ Offer solutions
IF ticket category is technical:
→ Use Jira app
→ Check known issues
→ Create bug report
IF ticket category is product:
→ Use Intercom app
→ Check feature requests
→ Suggest workarounds
App Failure Handling
Configure graceful degradation when apps fail:
Example: Resilient Sales Agent
Primary: Salesforce (full data)
Fallback: HubSpot (alternative data)
If both fail: Use knowledge base
Notification: Alert team in Slack
Escalation: Create task for manual review
Recovery: Retry on next interaction
Measuring Agent Success
Metrics to Track
Efficiency Metrics:
- Tasks completed per agent
- Average response time
- API call efficiency
- Error rate
Quality Metrics:
- Accuracy of actions taken
- Data relevance
- User satisfaction
- Revision/correction rate
Adoption Metrics:
- Agent usage frequency
- App integration usage
- Team adoption rate
- Workflow consistency
Optimization Tips
To improve agent performance:
1. Analyze failed requests
2. Optimize app workflows
3. Refine agent prompts
4. Add guardrails
5. Monitor permissions
6. Update agent knowledge
7. Gather user feedback
8. Iterate configurations
Next Steps
- Identify Your Agent Personas — What types of agents do you need?
- Map Required Apps — Which apps should each agent use?
- Configure Permissions — Grant appropriate access levels
- Build Workflows — Define what agents should do
- Test & Deploy — Validate before full rollout
- Monitor & Optimize — Track performance and refine
FAQ
Can agents use apps I haven’t installed?
No. Apps must be installed and configured first. Agents can only use configured apps.
What if an agent needs an app we don’t have?
Request it from the App Directory. Most popular tools are available.
Can different agents have different app permissions?
Yes. Configure permissions per agent based on their role.
Are agent actions logged?
Yes. All agent actions are logged and auditable.
Can I revoke app access immediately?
Yes. Disconnect apps anytime in Settings → Apps.
What if an agent takes an unwanted action?
Review agent configuration and permissions. Add guardrails or remove app access.
Last updated: 2026 Ready to empower your agents? Configure apps now!