Integrations & stack fit
Connects You to the stack you already use
Connects You and Clarity OS are designed to sit on top of the tools you already rely on. We design AI‑powered workflows and agents that connect your CRM, productivity suite, communication tools and billing systems, with clear guardrails for data and responsibilities.
- Works with widely adopted tools such as Microsoft 365, Google Workspace, Slack, HubSpot, Salesforce, Shopify and Stripe.
- You do not need to rebuild your stack to benefit from Clarity OS.
- Every integration is documented and aligned with your security and consent requirements.
The objective of the call is clarity, not commitment. Together we assess how Connects You would interact with your current tools, constraints and governance.
Built for the tools you already trust
Connects You across your core systems
Exact tools vary by organisation, but the underlying pattern is constant: Clarity OS orchestrates how information moves between systems so that your content, email and sales workflows support each other rather than compete for attention.
Cluster 01
CRM and revenue platforms
Systems of record for leads, opportunities and customers, such as Salesforce, HubSpot and similar tools.
Typical workflows
- Lead capture from website or events → CRM → segmented nurture sequences.
- Stage changes in CRM → tailored follow‑up content and owner tasks.
- Closed‑won and churn events → onboarding, expansion or win‑back journeys.
Cluster 02
Productivity and collaboration
Suites such as Microsoft 365, Google Workspace, Slack and Teams, where day‑to‑day collaboration occurs.
Typical workflows
- Meeting notes → structured actions → tasks in your project management tool.
- Important updates → summarised and distributed to relevant channels.
- Key decisions → captured as knowledge items inside Clarity OS.
Cluster 03
Marketing and content systems
Website CMS, email platforms and social channels where campaigns and content are executed.
Typical workflows
- Frontpage OS updates → aligned campaigns and email sequences.
- Content performance → insights fed back into Clarity OS for future planning.
- Events or launches → mapped into nurture and follow‑up journeys.
Cluster 04
Commerce and billing
Tools such as Shopify, Stripe and billing systems that track purchases, renewals and invoices.
Typical workflows
- Purchase events → personalised onboarding and education journeys.
- Renewal or usage signals → triggered expansion or retention campaigns.
- Failed payments or churn → targeted win‑back flows.
Implementation without overwhelm
A structured approach to integrating your stack
The objective is not to wire everything together at once. Instead, we focus on 1–3 workflows that can deliver visible value within 30–90 days, then expand from there.
Step 01
Map your current stack and constraints
Identify critical systems, data flows and governance requirements. Clarify what must not change, and where there is room to experiment.
Step 02
Select high‑leverage workflows
Choose 1–3 workflows that can produce meaningful improvements in a short timeframe. Align them with the AI & Automation Roadmap and Clarity OS phases.
Step 03
Design and implement integrations
Configure data flows, triggers and automations in collaboration with your team. Document which tools, which fields and for what purpose each connection exists.
Step 04
Monitor, adjust and hand over
Validate behaviour against expectations. Adjust based on feedback and performance. Ensure your team knows how to use, monitor and pause the system.
You and your team do not need to become integration specialists. Our role is to design and implement the workflows; your role is to decide where they should exist and what they must respect.
Guardrails by design
Data flows that respect security and consent boundaries
Integrations are designed to be transparent and reversible. You retain control over what data is shared, with whom and for what purpose.
Principles for data and permissions
- Data minimisation: Only the data required for a given workflow is accessed or processed.
- Least privilege: Integrations are configured with the minimum permissions necessary to operate.
- Explicit purpose: Each connection is documented so it is clear why it exists and how it is used.
- Reversibility: You can adjust or revoke access, and workflows can be paused or modified without dismantling your stack.
For full details on encryption, storage and regulatory alignment, please see Security & Data Protection .
From small teams to complex environments
Integration strategies for different organisational scales
The same principles apply whether you are a small team or a multi‑team organisation. The difference lies in governance, pace and scope.
Small teams and growing organisations
For owners and lean teams, the priority is to reduce manual work without adding complexity.
- Start with the most painful manual hand‑offs and follow‑up gaps.
- Use the tools you already have (for example Google Workspace plus a CRM and email platform).
- Focus on rapid, visible wins that build confidence and free capacity.
Larger organisations and multi‑team environments
For organisations with dedicated IT or security functions, integration work is aligned with existing governance and change‑management processes.
- Engage internal stakeholders early with clear diagrams and use cases.
- Pilot in a limited scope before scaling to additional teams or regions.
- Ensure every workflow has an owner, a documented purpose and clear success measures.
Discuss how Connects You fits into your stack
The most efficient way to assess integration fit is to walk through your existing tools, constraints and priorities in a focused conversation. From there, we can outline a pragmatic integration path, or advise if Connects You is not the right fit.