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Tools

The stack we install — and the systems we hook up.

Click or hover any tool for what it does. We suggest Grok, Claude, and ChatGPT. Grok Bot does the work. Gemini if you already live in Google.

Agents and models

Agents we design

Data / system of record

Apps and portals

Knowledge

CRM

Workspace and chat

Mail, calendar, files

Commerce, payments, books

Support

Meetings and scheduling

Work and automation

Code and design

Agents and models

Grok, Claude, and ChatGPT. Grok Bot does the work.

  • Grok Bot

    xAI

    Always-on agents. One bot, one job.

    Grok Bot is xAI’s always-on agents. One bot, one job. Three bots run three jobs at once on one shared cloud computer. They pass files and records. They message each other so the human is not the middleman. Typical first three: Inbox, Ops, Follow-up.

    • Inbox, Ops, and Follow-up on one computer
    • Each bot signed into Airtable, HubSpot, Slack, mail, notes
    • They pass the work. You keep the hours that make money

  • Grok

    xAI

    One of the three we suggest — live operations

    The right model when the job needs current context, sharp reasoning, and agents that can move at the pace of the business — not a research paper.

    • Ops agents that read live bases and act the same day
    • Internal briefings, exception handling, and dispatch
    • Model routing so Grok is used where it earns the cost

  • Claude

    Anthropic

    One of the three we suggest — careful work

    Best in class for long documents, policy-aware writing, analysis, and computer-use style workflows where getting it right matters more than getting it first.

    • Knowledge agents over contracts, SOPs, and Notion
    • Drafting that has to match a house style
    • Review loops and evaluation harnesses

  • ChatGPT

    OpenAI

    One of the three we suggest — the seat you may already have

    Most companies already pay for ChatGPT. We connect the same apps it already talks to — Gmail, Drive, Slack, HubSpot, GitHub, Notion, and the rest — then hand work into Grok Bot and the operating record instead of leaving it in a chat.

    • ChatGPT apps and connectors wired to the real stack
    • Team GPTs with the right tools and guardrails
    • Handoff from chat into the CRM, the base, and Grok Bot

  • Gemini

    Google

    Available if you already live in Google

    Not one of the three we lead with. If the company is already in Workspace, we can connect Gemini to Gmail, Drive, and Calendar — and still put the heavier jobs on Grok, Claude, or ChatGPT.

    • Connect Gemini when Google is already the house
    • Gmail, Drive, and Calendar, not a side tab
    • Route the real work to Grok, Claude, or ChatGPT when that is the better seat

Data / system of record

Airtable, or the base you already run.

Airtable is one option. SmartSuite, Coda, Monday, ClickUp, or Sheets if that is already the base.

  • Airtable

    Source of truth — one option, not the only one

    A relational database operators can live in. We use it when it is the right base. If you already run SmartSuite, Coda, Monday, ClickUp, or Sheets, we work there instead of forcing a migration.

  • SmartSuite

    Work management as the base

    If SmartSuite is already the operating system, we do not rip it out for Airtable. We structure solutions, permissions, and the contracts agents need.

  • Coda

    Docs and tables in one surface

    Coda is the base when the company already thinks in docs-that-do-work. We connect it to the CRM, the app layer, and the models.

  • Monday.com

    Boards as the operating system

    Monday is already how a lot of companies run delivery. We treat the boards as a system of record, connect agents, and stop work dying in a board nobody owns.

  • ClickUp

    Tasks, docs, and the unofficial database

    If ClickUp is where the work lives, we connect it. We do not start by moving you to Airtable unless ClickUp is already failing as the record.

  • Google Sheets

    The spreadsheet that became the database

    Sometimes Sheets is the system of record, whether anyone admitted it or not. We either harden it or graduate it into Airtable, SmartSuite, or a real base — on purpose.

Apps and portals

Apps and portals

Noloco, or Softr, Glide, Stacker — the layer people actually click.

  • Noloco

    The app on top of the data

    Noloco sits on Airtable and other sources and becomes the app your team and clients click. If you already run Softr, Glide, or Stacker, we work in that layer instead.

  • Softr

    Portals and client apps

    Softr is the app layer a lot of Airtable companies already bought. We do not make you switch to Noloco. We make Softr the product: permissions, portals, and a write-back to the base.

  • Glide

    Mobile-first apps on the data

    If the field team lives on their phone, Glide is often the right surface. We connect it to the same source of truth the office uses.

  • Stacker

    Internal tools on Airtable or Sheets

    Stacker is another app layer on the same data. If it is already in place, we keep it and connect agents through it.

Knowledge

Knowledge

Notion or Confluence. Written process both people and agents can follow.

  • Notion

    Written memory of the company

    Wikis, SOPs, meeting notes, decision logs. We structure Notion so both people and models can find the current truth. Confluence if that is already the wiki.

  • Confluence

    The wiki if you already live in Atlassian

    We do not move a Confluence company to Notion for sport. We structure spaces, owners, and what agents are allowed to quote.

CRM

CRM

HubSpot, Salesforce, Pipedrive, Attio, Zoho, Dynamics, GoHighLevel, Gong. We connect it. We do not start by replacing it.

  • HubSpot

    CRM, pipeline, and inbound

    The system most teams already use for leads, deals, and marketing. We connect it so agents can qualify, update records, and push the work into Airtable or Noloco instead of living only in HubSpot.

  • Salesforce

    Enterprise CRM

    If Salesforce is already the system of record for revenue, we do not replace it. We connect agents and ops tools to it — so the field, the warehouse, and the CRM stop disagreeing.

  • Pipedrive

    CRM for sales teams that live in a pipeline

    If Pipedrive is the CRM, we keep it. Same job as HubSpot: deals become delivery work, agents log activity, ops sees the same customer.

  • Attio

    A modern CRM, connected

    Attio is already the CRM in a lot of newer companies. We connect it to ops, notes, and agents instead of making you move to HubSpot.

  • Zoho

    CRM and the Zoho suite

    If Zoho is the CRM, we keep it. Same job as HubSpot: deals become delivery, agents log activity.

  • Dynamics 365

    Microsoft CRM

    Enterprise CRM next to Salesforce. We connect it to ops, notes, and Grok Bot instead of a parallel spreadsheet.

  • GoHighLevel

    CRM and funnels for agencies

    Agencies already live in HighLevel. ChatGPT talks to it. We connect pipelines, conversations, and the operating base.

  • Gong

    Call intelligence into the CRM

    Revenue teams already record in Gong. We pull the call into HubSpot, the base, and Grok Bot so the next person is not rewatching.

Workspace and chat

Workspace and chat

Slack, Google, Microsoft, Discord — intake, files, and alerts where the team already is.

  • Slack

    Where the team already talks

    Alerts, approvals, and exception handling belong where people already are. Agents post, ask, and take the reply back into the base — not another dashboard nobody opens.

  • Google Workspace

    Mail, calendar, drive, sheets

    Gmail, Calendar, Drive, and Sheets are usually already paid for. We connect them so intake, files, and schedules land in the operating system instead of a shared inbox.

  • Microsoft 365

    Outlook, Teams, SharePoint, Excel

    Same idea if the company runs on Microsoft. Outlook and Teams become intake and approval surfaces. SharePoint and Excel stop being the unofficial database.

  • Discord

    Community and internal chat

    If the team or community lives in Discord, we connect it. Alerts, intake, and a human in the loop — same idea as Slack.

Mail, calendar, files

Mail, calendar, files

The same connectors ChatGPT ships: Gmail, Drive, Calendar, Dropbox, Box. Gemini and Grok Bot get them too.

  • Gmail

    The inbox ChatGPT already connects

    Same connector ChatGPT uses. We wire Gmail so intake becomes a record, drafts have an owner, and Grok Bot, Gemini, or ChatGPT are not living in a side tab.

  • Google Drive

    Files the models can actually cite

    Drive is the file layer ChatGPT, Gemini, and Grok Bot should read — with permissions, not a dump of every doc.

  • Google Calendar

    Time as a system, not a screenshot

    Bookings, prep, and follow-up. The same Calendar connector ChatGPT has — hooked to the CRM and the meeting layer.

  • Dropbox

    Files if it is not Drive

    ChatGPT connects Dropbox. So do we. Agents cite the file on the record instead of a link in Slack.

  • Box

    Enterprise file layer

    Same job as Drive or Dropbox if Box is already the vault. ChatGPT talks to it. We connect Grok Bot and Gemini too.

Commerce, payments, books

Commerce, payments, books

Shopify or Woo, Stripe or PayPal, QuickBooks or Xero. Money and orders on the same record as the work.

  • Shopify

    Storefront to operations

    Orders should not die in the store admin. We connect Shopify to the ops stack so inventory, exceptions, wholesale, and client delivery stay in one loop.

  • WooCommerce

    Storefront when it is not Shopify

    Same idea as Shopify if the store is Woo. Orders, customers, and exceptions write into the ops stack.

  • Square

    In-person and online commerce

    Retail, food, and services companies already run Square. We connect payments, catalog, and customers to the operating record.

  • Stripe

    Payments into the record

    Money has to match the work. We connect Stripe so invoices, failed charges, and subscriptions update the same records your agents and operators use.

  • PayPal

    Payments, next to Stripe

    If PayPal is how money arrives, it belongs on the same record as the work. We connect events so ops and finance stop reconciling by inbox.

  • QuickBooks

    The books, connected

    Ops and finance should not reconcile by spreadsheet. We connect QuickBooks so invoices, customers, and product movement stay in step with the operating base.

  • Xero

    The books, if not QuickBooks

    Same job as QuickBooks for companies that already run Xero. Invoices, contacts, and the operating base stay in step.

Support

Support

Zendesk, Intercom, Freshdesk, Gorgias. Tickets are work.

  • Zendesk

    Support into operations

    Tickets are work. We connect Zendesk (or similar helpdesks) so agents can draft, route, and write the outcome back — and so support is not a silo next to the CRM.

  • Intercom

    Inbox, bots, and customer chat

    If support already lives in Intercom, we keep it. We connect conversations to the operating base so a chat becomes a record, not a thread that dies at 6pm.

  • Freshdesk

    Support tickets, another helpdesk

    If support is Freshdesk instead of Zendesk, we connect it the same way: tickets become records, drafts, and escalations.

  • Gorgias

    Ecommerce helpdesk

    Shopify shops often live in Gorgias. We connect the helpdesk to orders, the base, and agents so CS is not a silo next to the store.

Meetings and scheduling

Meetings and scheduling

Granola, Circleback, Fireflies, Fathom, Otter, Zoom, Calendly, Cal.com. Notes become tasks.

  • Granola

    AI notepad for meetings

    Granola captures notes without a bot joining the call. We connect those notes and actions into Airtable, Notion, and the CRM so the meeting is not the last place the work existed.

  • Circleback

    Meeting notes, actions, automations

    Circleback turns Zoom, Meet, Teams, and in-person calls into notes and follow-ups. We hook the automations into your stack so tasks land with an owner, not in another transcript tab.

  • Fireflies

    Transcripts and meeting search

    If the team already records with Fireflies, we do not make them switch. We connect transcripts and recaps into the systems where work is tracked.

  • Fathom

    Call recordings and summaries

    Fathom is already on a lot of sales and CS calls. We pull summaries and highlights into HubSpot, Airtable, and Notion so the next person is not rewatching the video.

  • Otter

    Transcripts and meeting notes

    Same job as Fireflies or Fathom if Otter is already recording. Recaps leave Otter and land on the record.

  • Zoom

    The room where the call happens

    Zoom stays the meeting. We connect recordings, attendance, and the AI notes layer — Granola, Circleback, Fathom, Fireflies — so the call produces a record, not a cloud recording nobody watches.

  • Calendly

    Scheduling into the system

    Booked time should create work, not just a calendar event. We connect Calendly so a new meeting opens the right record, prep, and follow-up.

  • Cal.com

    Scheduling, if not Calendly

    Booked time should create work. Cal.com is the same pattern as Calendly: a booking opens a record, prep, and follow-up.

Work and automation

Work and automation

Linear, Jira, Asana, Trello, Basecamp, Smartsheet, Todoist, Zapier, Make, n8n, Klaviyo, Mailchimp.

  • Linear

    Product and delivery work

    If the build already lives in Linear, we connect it to the operating base and the meeting layer. Customer promises from Circleback or Granola become issues. Status comes back the other way.

  • Jira

    Delivery tracking in Atlassian

    If the build already lives in Jira, we connect it. Customer promises become issues. Status comes back to the operating system. Linear if that is the tracker instead.

  • Asana

    Work tracking

    Same idea if Asana is the project layer. We connect it to CRM, meetings, and the source of truth so tasks are not a parallel company.

  • Trello

    Boards as work tracking

    If Trello is the board, we connect it. Same idea as Asana or ClickUp. ChatGPT can talk to it; so can Grok Bot.

  • Basecamp

    Client work in one camp

    Agencies still run Basecamp. We connect it so client promises, files, and the operating base agree.

  • Smartsheet

    Sheets that became the program

    Program and ops teams live here. We connect Smartsheet as a record, or graduate it, on purpose.

  • Todoist

    Personal and team tasks

    A ChatGPT task connector. We hook it so meeting actions and mail become tasks with an owner — or we move that into the real base.

  • Zapier

    The glue already running

    Most companies already have Zaps. We do not rip them out on principle. We audit, retire the fragile ones, and replace swivel-chair zaps with a designed loop — or keep Zapier where it is the right seam.

  • Make

    Scenarios that move data

    Same idea if the glue is Make (Integromat). We map the scenarios, connect them to Airtable and Noloco cleanly, and stop the company depending on one person’s Make account.

  • n8n

    Self-hosted automation glue

    If the glue is n8n instead of Zapier or Make, we keep it. We inventory workflows, put an owner on them, and stop silent failures.

  • Klaviyo

    Email and lifecycle

    Ecommerce and retail already pay for Klaviyo. We connect events and segments to the operating base so marketing and ops see the same customer.

  • Mailchimp

    Email if it is not Klaviyo

    Same job as Klaviyo for companies that already run Mailchimp. Events and lists match the operating record.

Code and design

Code and design

GitHub, GitLab, Figma, Canva — the same connectors ChatGPT already has.

  • GitHub

    Code, issues, and pull requests

    A first-class ChatGPT connector. We connect GitHub so promises from sales and support become issues, and status comes back.

  • GitLab

    Code and delivery if not GitHub

    Same pattern as GitHub. We do not make you move. Issues, merge requests, and status in the same loop.

  • Figma

    Design the agents can find

    Specs, decks, and product files. We connect Figma so Grok Bot and ChatGPT cite the current file instead of a screenshot in Slack.

  • Canva

    The design app ChatGPT already talks to

    ChatGPT has a Canva connector. We hook it to the rest of the stack so marketing ops is not a pile of Canva links.

We connect them. That is the product.

A model that cannot write a record is a parlor trick. We treat the seams as designed work — whatever the source of truth is, whatever the app layer is, whatever the CRM is. We do not start by moving you onto Airtable.

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Three named agents. One shared computer.

Inbox, Ops, Follow-up. They pass the record. You are not the middleman. Planning is open. Implementation is waitlisted.

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