Connect Gmail, Slack and Notion to a bot
Bots sign in to your apps once, the way you do. Here's how to give a bot access, and how to take it back.
Plany guides
4 min read
A bot works in its own browser, so it signs in to your apps just like you would. You stay in charge of which apps each bot can use.
- 1Open the bot's computerFrom the bot's chat, open its computer and its browser.
- 2Sign inSign in to Gmail, Slack or Notion. The sign-in stays with this bot only.
- 3Tell the bot what it's forAdd a line to its instructions, like "Use Gmail to follow up with leads."
Taking access back
Sign the bot out from its computer, or remove the app from its settings. Its saved sign-in is deleted with it.
Keep reading
5 min read
Hire your first bot in five minutes
Pick a role, write a few lines of instructions and give your first bot a real task, from start to finish.
6 min read
Turn a workflow you show once into a routine
Do a task once while a bot watches. It saves the steps and runs them on a schedule from then on.
4 min read
Set approval rules for emails and payments
Decide what needs your yes and what bots can do on their own, per bot and per kind of action.