ATOM // CONNECTIONS
Connections
Slack · Teams · Discord · Google Workspace · Microsoft 365
No connections yet
Credentials are stored in your browser only. They’re sent to a server proxy when you fire a request (webhook or AI call), never logged and never persisted server-side.
Anthropic · Claude
Powers the underwriting summary and AI Research by default.not connected
Long-form reasoning · structured memos · nuanced tone.
Stays in your browser. Verified against Anthropic before saving.
Google · Gemini
Fast, inexpensive generation. Strong at bulk analysis.not connected
Speed · very high throughput · low cost per call.
Stays in your browser. Verified against Google before saving.
Perplexity · Perplexity
Search-grounded answers. Best for market research and regs.not connected
Live web grounding · citations · real-time regulatory lookups.
Stays in your browser. Verified against Perplexity before saving.
Slack
Post deal alerts, AI summaries, and ops events to a Slack channel.not connected
Create an incoming webhook from your Slack workspace settings — the URL is bound to a single channel.
Microsoft Teams
Send underwriting alerts and KPIs to a Teams channel.not connected
From a Teams channel: Connectors → Incoming Webhook → copy URL.
Discord
Send notifications to a Discord channel — useful for after-hours ops.not connected
Channel settings → Integrations → Webhooks → copy URL.
Google Workspace
Read calendars, draft emails, attach Docs to deal records.needs OAuth setup
What this unlocks
- Pull team availability into the Calendar tab
- Draft Gmail follow-ups from AI Research
- Attach signed contracts to a shared Drive folder
OAuth-based connections require admin-side environment variables; this card will become a one-click Connect with Google Workspace button once they’re configured.
Microsoft 365
Read Outlook calendars, send mail-merge, sync to OneDrive.needs OAuth setup
What this unlocks
- Pull org calendar into the Calendar tab
- Send templated outreach via Outlook
- Save UCC PDFs to a shared OneDrive folder
OAuth-based connections require admin-side environment variables; this card will become a one-click Connect with Microsoft 365 button once they’re configured.