integrations
Articles (6)
- Building Custom Tool Integrations
Custom tools let your SecureAI assistants call external APIs, query internal databases, and perform actions beyond text generation. This guide covers ...
- HubSpot Integration Setup
SecureAI can connect to your HubSpot CRM to pull customer data, vehicle history, and service records into your AI conversations. This guide covers how...
- Importing Documents from Google Drive
SecureAI's Google Drive integration lets administrators connect their organization's Google Drive so that documents, spreadsheets, and PDFs stored in ...
- Integration Overview: What Connects to SecureAI
SecureAI connects to external platforms so your team can pull in data, push results to other tools, and keep SecureAI part of your existing workflows....
- Shop Management System Integration
SecureAI can work alongside your shop management system (SMS) to streamline parts lookup, estimate building, and repair order workflows. This guide co...
- Using SecureAI with Parts Ordering Platforms
SecureAI can streamline your parts ordering workflow by helping you go from identifying the right part to placing an order on your preferred platform....
FAQs (2)
Can SecureAI connect to Slack, Microsoft 365, or Google Drive?
Yes. SecureAI supports built-in integrations with all three platforms. Each one is configured by an administrator in the SecureAI admin panel -- no custom development is required.
Slack
SecureAI's Slack integration enables two-way communication. Once connected, team members can mention @SecureAI in a Slack channel to ask questions directly, without opening the web interface. SecureAI responds in a thread with the answer. You can also DM the bot for private queries.
To connect: ask your admin to go to Settings > Integrations > Slack and install the SecureAI Slack app.
Good to know: Slack conversations are separate from web conversations -- context does not carry over between the two. File uploads through Slack are limited to text and PDF.
Microsoft 365
SecureAI integrates with SharePoint, OneDrive, Teams, and Outlook. Your admin can connect one or more of these services so that documents stored in SharePoint or OneDrive are searchable in SecureAI conversations. If Teams is enabled, you can query SecureAI from a Teams channel using @SecureAI, similar to the Slack integration.
To connect: ask your admin to go to Settings > Integrations > Microsoft 365 and sign in with a Microsoft 365 admin account.
Good to know: Requires a Microsoft 365 Business or Enterprise plan. SharePoint site-level permissions are respected -- SecureAI only indexes content the authenticated account can access.
Google Drive
SecureAI connects to your organization's Google Drive so that documents, spreadsheets, and PDFs stored in Drive can be referenced in conversations. This is especially useful for parts catalogs and spec sheets your team already maintains in Drive.
To connect: ask your admin to go to Settings > Integrations > Google Drive and authenticate with a Google Workspace account.
Good to know: SecureAI can read Drive files but cannot modify them. Large files (over 50 MB) may be partially indexed.
Learn More
For detailed setup instructions, supported use cases, and a comparison of all available integrations, see the Integration Overview article.
Do integrations require admin approval?
Yes. All integrations in SecureAI must be configured and enabled by an administrator. Standard users cannot connect, modify, or disconnect integrations on their own.
Why admin approval is required
Integrations connect SecureAI to external systems that contain sensitive data -- customer records, internal documents, communications, and proprietary databases. Requiring admin control ensures that:
- Only authorized data sources are connected to SecureAI.
- Credentials (API keys, OAuth tokens) are managed centrally and never exposed to end users.
- Access scope is deliberately chosen -- admins decide exactly which folders, channels, or data objects SecureAI can reach.
- Audit trails capture who enabled each integration and when.
How to request an integration
If you need an integration that is not currently enabled:
- Contact your SecureAI administrator.
- Let them know which platform you need connected (e.g., Google Drive, Slack, HubSpot).
- The admin enables the integration in Settings > Integrations in the admin panel.
Once enabled, the integration is available to all users in your organization -- no per-user setup is needed.
Can integrations be read-only?
Yes. Most built-in integrations are read-only by default, meaning SecureAI can pull data in but cannot create, modify, or delete anything in the connected platform.
| Integration | Access type | What SecureAI can do |
|---|---|---|
| Google Drive | Read-only | Index and search documents. Cannot edit, delete, or upload files to Drive. |
| HubSpot | Read-only | Read contacts, companies, deals, and tickets. Cannot create or update HubSpot records. |
| Microsoft 365 (SharePoint, OneDrive, Outlook) | Read-only | Index documents and read emails. Cannot modify files or send emails. |
| Slack | Two-way | Read messages in connected channels and post responses. Cannot delete messages or manage channels. |
| Microsoft Teams | Two-way | Read messages in connected channels and post responses. Cannot manage channels or users. |
| Custom API | Configurable | Scope is set by the admin when generating the API key: read, write, or admin. |
For Slack and Teams, the two-way access is limited to posting responses when a user mentions @SecureAI. The bot cannot initiate conversations or take actions outside its configured channels.
Admin controls for integrations
Administrators manage integrations through several controls:
- Enable or disable each integration independently in the admin panel.
- Select data scope -- choose which Drive folders, SharePoint sites, Slack channels, or HubSpot objects SecureAI can access.
- Set sync intervals -- control how frequently SecureAI pulls data from connected platforms.
- Revoke access at any time by disconnecting the integration or rotating credentials.
- Restrict chat features -- admins can also disable related features like web search, file uploads, and code execution under Settings > Interface.
For details on feature restrictions, see Can admins restrict models and integrations?.
Related articles
- Integration Overview: What Connects to SecureAI -- full list of available integrations with setup instructions
- Can SecureAI connect to Slack, Microsoft 365, or Google Drive? -- quick overview of built-in connectors
- Can admins restrict models and integrations? -- admin controls for models, tools, and features
- Building Custom Tool Integrations -- creating custom tools with configurable API access