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WorkMate OS

Help Center

Guides and answers for every WorkMate OS module and report.

Integrations

Connect your calendar, email, social accounts, website, Canva, and other tools to WorkMate AI. Integrations let your WorkMate agents read, draft, and manage work across platforms—all with your approval.

What integrations do​

Integrations are secure connections between WorkMate and your existing business tools. They let your WorkMate agents:

  • Read information from connected platforms (emails, calendar events, social posts, files)
  • Draft replies, posts, and calendar events for your review
  • Publish only after you approve—nothing goes out without your say

Your agents use these connections to be more helpful. For example, Innie Inbox can read your Gmail and suggest replies in your tone. Social Sal can check your Instagram and Facebook to plan captions and posts. Chase Charlie can see your calendar to schedule follow-ups at the right time.

Available connections​

Email and messaging​

  • Gmail — Read, draft, and route customer emails with Innie Inbox. Get smart drafts in your tone.
  • Microsoft 365 / Outlook — For customers who use Outlook, OneDrive, and Microsoft calendars instead of Google.
  • WhatsApp — Connect your WhatsApp Business account so WorkMate can draft replies and hand off approved messages.

Calendar and scheduling​

  • Google Calendar — Let WorkMate see your availability, remind you of meetings, and add approved events.

Files and knowledge​

  • Google Drive — Store approved documents, uploads, and brand assets that WorkMate agents can reference and use.
  • Notion — Connect selected Notion pages as reference material for agents like Doc Dot and Brain.

Creative and design​

  • Canva — Let Studio and Design agents create branded Canva designs directly in your workspace.

Publishing and social​

  • Facebook — Connect your Facebook pages for agent-drafted posts, comment handling, and approval-gated publishing.
  • Instagram — Captions, media planning, and approved post handoff through Social Sal.
  • LinkedIn — Company updates, outreach drafts, and approval-gated posting for LinkedIn.
  • YouTube — Channel-aware video drafts, titles, descriptions, and approved publishing.
  • X (Twitter) — Publishing setup coming soon.
  • TikTok — Publishing setup coming soon.
  • Pinterest — Publishing setup coming soon.

Advertising​

  • Meta Ads — Review campaigns, draft audience changes, and approve ad updates.

How to connect​

  1. Go to Integrations in your WorkMate workspace.
  2. Browse the catalog and find the platform you want to connect.
  3. Click Connect.
  4. You'll be prompted to log in to that platform and approve WorkMate's access.
  5. Grant permissions for what you're comfortable with—for example, "selected Gmail labels" or "calendar read-only."
  6. The connection is now live. Your agents can start using it.

What permissions to expect​

Each integration asks only for the permissions it needs:

  • Email (Gmail, Outlook): Usually "read mail" and "draft" but never sends without a separate confirmation step.
  • Social (Instagram, Facebook, LinkedIn): Read your profiles and posts, but publish only after you approve.
  • Calendar: Read your calendar and create approved events only.
  • Files (Google Drive): Access only selected folders and files you choose.
  • Canva: Create designs with your brand kit.

You're in control. If an integration asks for permissions you're uncomfortable with, you don't have to grant them. Some features may not work without full access, but that's up to you.

Troubleshooting​

"Connection expired"​

OAuth tokens (your secure login) expire after a while. If you see this:

  1. Go to Integrations.
  2. Find the connection and click Reconnect.
  3. Log in again.

"Account disconnected"​

If a connected platform logged you out or changed your password:

  1. Go to Integrations.
  2. Click Reconnect on that integration.
  3. Log in with your current credentials.

Agents can't see my data​

If you've just connected an integration but agents still aren't finding your files, emails, or posts:

  • Wait 30 seconds and refresh. Integration data syncs in the background.
  • Check that you granted the right permissions (e.g., selected the correct Gmail labels).
  • Try disconnecting and reconnecting.

I connected a platform but don't want it anymore​

  1. Go to Integrations.
  2. Find the connection and click Disconnect.
  3. WorkMate won't access that platform anymore.
  4. (Optional) Log in to the platform's settings and revoke WorkMate's permission to be extra sure.

I don't see the platform I want to connect​

Some platforms are coming soon (TikTok, X, Pinterest, and others). Check back soon—we add new integrations regularly. Alternatively, chat with your WorkMate team to request a platform.

Privacy and security​

  • You're in control. Revoke access to any integration at any time.
  • We don't store your passwords. Integrations use industry-standard OAuth, so WorkMate never sees your login credentials.
  • Approvals are mandatory. For publishing platforms (Facebook, Instagram, LinkedIn, YouTube), nothing goes public without your approval.
  • Data stays yours. Disconnecting an integration stops access immediately. We don't keep a copy of your data after you disconnect.