Integrations overview

Connect third-party tools to extend Blake's context and actions across your sales workflow.

Integrations let Blake read from and act on the tools your team already uses. Every connector adds either context (things Blake can reference when it answers, drafts, or scores) or actions (things Blake can do on your behalf, always behind approval). Together they turn Blake from a chat surface into a copilot that works across your stack.

Where to see the current catalog

Open Settings > Integrations in the sidebar. The connector catalog shows every integration currently available to your workspace, grouped by category. The list you see in the product is the source of truth; this article summarises what each category unlocks.

Categories

Blake groups connectors into six categories so you can find the right one quickly:

  • Productivity: spreadsheets, docs, project boards, and scheduling. Blake reads shared work, pulls context into drafts, and can create tasks on your behalf.
  • CRM: your customer database of record. Blake reads companies, contacts, and deals for grounded answers, and can update records when you approve the action.
  • Communication: chat, meetings, and calling tools. Blake pulls conversation context, drafts follow-ups, and can schedule meetings when you allow it.
  • Data: file storage and shared drives. Blake reads reference documents so it can quote the right facts when answering, drafting, or briefing.
  • Prospecting: sales-intelligence and lead-data tools. Blake enriches prospects with fit signals and lifts contact context into your CRM.
  • Finance: bookkeeping and invoicing tools. Blake pulls account and invoice context so briefings and follow-ups know where a customer stands financially.

The exact vendor list under each category can change as Blake ships new connectors. Always check Settings > Integrations for what is live on your plan today.

How Blake uses a connector in a request

When you ask Blake something that requires connected systems, Blake first retrieves the relevant information through the appropriate connector. That retrieved information becomes additional context for the conversation, just like information you manually pasted into Ask Blake. The resulting Ask Blake request is billed as normal Usage Credits based on the complete context that was processed.

Connectors themselves are not billed separately; only the Ask Blake request that uses them.

What connectors add

Different integrations unlock different capabilities. The most common ones you will see across categories:

  • Grounding answers: Blake references data from the connected tool so answers cite specifics, not just generalities.
  • Drafting content: Blake writes emails, messages, or documents with the connected tool's context in mind.
  • Reading business data: Blake pulls records (deals, invoices, contacts, calendars) into its context so it can answer accurately.
  • Scheduling: Blake proposes and books meetings against your calendar.
  • CRM context: Blake reads your customer records so briefings and drafts stay grounded in real relationship history.
  • Prospect enrichment: Blake fills in missing fields (industry, size, signals) on a prospect from external data sources.
  • Communication: Blake follows up in the same channels your team already uses.
  • Finance context: Blake understands the commercial state of a customer (open invoices, contract stage) when preparing for a call.

Each connector's exact capabilities are listed on its card in Settings > Integrations. Blake never sends messages, updates records, or takes any write action without your approval unless you have enabled that skill on Auto in Settings > Skills. See Skills and autonomy for how those approvals work.

Connect an integration

Every connector follows the same shape:

  1. Go to Settings > Integrations in the sidebar.
  2. Find the connector card for the tool you want to connect and click Connect.
  3. Sign in to the third-party tool and approve the requested permissions.
  4. Blake returns to the connector card and shows a Connected state with the account you authorised.

The consent screen shows exactly what Blake can read and do. Review those permissions before you approve.

Permissions

Only Admins and Owners can connect, reconnect, or disconnect integrations. Members can use integrations that are already connected but cannot manage them. If a member sees an integration greyed out, ask an Admin to connect it or check its skill settings.

If a connector is missing or does not connect

  • The connector card is greyed out with an upgrade tooltip: the connector requires a higher plan. Check Settings > Billing and upgrade if it fits your workflow.
  • The Connect button loops back without connecting: your third-party tenant blocks OAuth apps from outside the tenant. Ask your IT admin to approve the Blake app.
  • A connected integration shows an error: authorisation was cancelled or a required permission was not granted. Click Reconnect and complete every step of the consent screen.
  • A connector you expected is missing from the catalog: it may not yet be available on your plan or in your region. Contact support@useblake.ai if you want to check.

Next steps

On this page