Integrations

It reads.
It writes.
It delivers.

Chatty AI builds a knowledge base from your content, connects live to the systems your teams run on, and finishes the job with a document you can send — all inside one conversation.

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10

Knowledge
sources

14

Live
systems

Chatty AI

Summarise last week’s incidents, open a Jira ticket for each one still unresolved, and give me the summary as a Word document.

Microsoft SharePointSearched SharePoint“Incidents” library · 14 documents matchedKnowledge
Created 3 Jira issuesOPS-4471 · OPS-4472 · OPS-4473Write
Microsoft WordGenerated incident-summary.docx4 pages · saved to OneDriveGenerate

Three incidents remain open. I raised a ticket for each and put the full write-up in incident-summary.docx.

monday.comMonday.comSalesforceSalesforceJiraMicrosoft OutlookOutlookCalendarMicrosoft TeamsMicrosoft TeamsMicrosoft SharePointSharePointMicrosoft OneDriveOneDriveMicrosoft ExcelExcelMicrosoft PlannerMicrosoft PlannerMicrosoft To DoMicrosoft To DoMicrosoft OneNoteOneNoteMicrosoft Power BIPower BI & FabricSAP S/4HANA CloudFilesFoldersArchivesWeb pagesText contentSMB network sharesSFTPFTP & FTPSDirectory syncmonday.comMonday.comSalesforceSalesforceJiraMicrosoft OutlookOutlookCalendarMicrosoft TeamsMicrosoft TeamsMicrosoft SharePointSharePointMicrosoft OneDriveOneDriveMicrosoft ExcelExcelMicrosoft PlannerMicrosoft PlannerMicrosoft To DoMicrosoft To DoMicrosoft OneNoteOneNoteMicrosoft Power BIPower BI & FabricSAP S/4HANA CloudFilesFoldersArchivesWeb pagesText contentSMB network sharesSFTPFTP & FTPSDirectory sync

01 · Knowledge base

What Chatty learns from

A knowledge base is the material Chatty reads: documents you upload, folders it keeps in sync, and repositories it connects to. Everything indexed here can be questioned in conversation and used to ground a model.

10

Index

Files

Upload documents directly — the fastest way to give Chatty something to work from.

Index

Folders

Upload an entire directory in one go, preserving its structure.

Index

Archives

Drop in a zip or tar and Chatty unpacks and indexes what is inside.

Index

Web pages

Point Chatty at a URL to pull a page into the knowledge base.

Index

Text content

Paste text straight in when there is no file to upload.

Microsoft SharePoint
IndexSync

SharePoint

Connect document libraries and sites, with source permissions carried onto every indexed fragment.

IndexSync

SMB network shares

Keep internal shares synced so the index matches what is on disk.

IndexSync

SFTP

Scheduled pickup from secure file transfer endpoints, indexed and ready to query.

IndexSync

FTP & FTPS

Read from legacy file servers that still drive day-to-day operations.

Sync

Directory sync

Watch a directory on a schedule so new and changed files are picked up on their own.

02 · In the chat

Systems Chatty acts in

A conversation reaches your whole knowledge base — and beyond it, into the systems your teams run on. These connections are live and two-way: Chatty reads current state and writes changes back, always as the person asking, never as a shared admin account.

Every knowledge source above is reachable here too— a conversation is the superset.
monday.com
ReadWrite

Monday.com

Read boards and items, then create or update rows, owners and status from plain language.

Salesforce
ReadWrite

Salesforce

Look up accounts, opportunities and cases, then create records, update fields and log activity without leaving the conversation.

ReadWrite

Jira

Search issues, boards and sprints, open tickets, move them across the board and post comments.

Microsoft Outlook
ReadWrite

Outlook

Read and search mail, draft replies in context and send on your behalf.

ReadWrite

Calendar

Check availability across the organization, then schedule, move or cancel meetings.

Microsoft Teams
ReadWrite

Microsoft Teams

Read channel and chat context, then post messages, summaries and follow-ups back to the right thread.

Microsoft SharePoint
ReadWrite

SharePoint

Beyond indexing — write files back, update list items and manage document metadata.

Microsoft OneDrive
ReadWrite

OneDrive

Reach personal and shared files, and save generated documents straight back.

Microsoft Excel
ReadWrite

Excel

Read workbooks and worksheets, and write values, rows and tables back into them.

Microsoft Planner
ReadWrite

Microsoft Planner

Pull plans and buckets, create tasks and update assignments and due dates.

Microsoft To Do
ReadWrite

Microsoft To Do

Turn a conversation into tracked tasks, and read back what is still open.

Microsoft OneNote
ReadWrite

OneNote

Search notebooks and sections, and append notes generated from a conversation.

Microsoft Power BI
ReadWrite

Power BI & Fabric

Discover workspaces and semantic models, run DAX, surface reports in conversation and write measures and rows back.

ReadWrite

SAP S/4HANA Cloud

Read business objects over OData and write changes back — bring the result straight into the conversation and act on it.

S/4HANA Cloud. SAP ECC is not supported.

More connectors are on the way

The list above is what is live today. New applications are added continuously — if something you rely on is missing, it may already be in development.

Or we build one for your systems

Connectors are not limited to off-the-shelf software. We develop them for the internal and industry-specific systems you already run — the same typed, permission-aware pattern as every connector above.

Tell us what you need connected

One question, every system

Connect once, then ask across all of them

You choose which applications to connect, and connect as many as you need. Authorisation happens once and stays with you from one conversation to the next.

From then on you do not have to say which system holds the answer. Chatty queries everything you have connected and returns one picture — not six tabs you have to reconcile yourself.

Chatty AI

Give me a status picture for today — my meetings against whatever is waiting on me in the work systems.

Checked 6 systems

Calendar5 meetingsMicrosoft OutlookOutlook2 need a replyJira3 due todaymonday.comMonday1 blockedMicrosoft TeamsTeams4 threadsMicrosoft Power BIPower BIQ3 refreshed

Today

2 need attention

09:30Sprint review3 Jira issues on the board are still openAt risk
11:00monday.comMigration syncMonday board “Cutover” has 1 blocked itemBlocked
15:00Microsoft Power BIQuarterly numbersPower BI model refreshed 40 minutes agoReady

Two things need you before 11:00 — the sprint review has three open issues, and the cutover board is blocked on a dependency. Want me to chase both owners in Teams?

Automations

One trigger, several systems

Because Chatty writes as well as reads, a single event can carry all the way through — no copying between tools.

A customer escalation lands in Outlook

Microsoft OutlookOutlookJiraMicrosoft TeamsTeams

The ticket exists, the right people know, and nobody retyped anything.

A deal moves stage in SAP

SAPmonday.comMondayMicrosoft ExcelExcel

Delivery sees it the moment finance does, with the numbers already attached.

Monday morning, before the leadership call

Microsoft Power BIPower BIMicrosoft WordWordMicrosoft SharePointSharePoint

The pack is written and filed before anyone opens a spreadsheet.

A policy document changes in SharePoint

Microsoft SharePointSharePointMicrosoft TeamsTeamsCalendar

Everyone affected is told, and the review is already on the calendar.

And it ends with a file

Documents are written in the chat

The same conversation that searched your knowledge base and updated your systems finishes by producing a real Office file — ready to send, sign or file as it is.

Microsoft Word

Word

Reports, summaries and drafts as formatted .docx documents.

Microsoft Excel

Excel

Tables, extracts and analyses as structured .xlsx workbooks.

PDF

PDF

Print-ready output for anything that leaves the organization.

Everyone sees only what they already have access to

Chatty acts as the person asking, never as a shared administrator. Every request carries that user’s own credentials, so a person can only ever reach what they were already permitted to open — in the source system and in the knowledge base alike. Nothing widens their access, and revoking it at the source revokes it here immediately.

Every integration uses standard OAuth 2.0 with delegated permissions. Your administrator consents once per application, each person then authorises individually, and tokens are encrypted at rest and refreshed automatically.

Your identity, not ours

Each person signs in once with their own Microsoft, Atlassian or monday account. Every call Chatty makes carries that user’s own token — there is no shared administrator account.

The source system decides

Because the request is made as the user, the vendor applies that user’s own permissions. If someone cannot open a SharePoint site in a browser, Chatty cannot open it either.

A fixed set of operations

Every integration exposes a defined list of operations over the Model Context Protocol. The assistant invokes what a connector publishes — it cannot construct arbitrary API calls.

Knowledge base permissions travel with the content. Source permissions are captured when a document is synced and applied at query time, so retrieval never returns a fragment from a document that person cannot read.

Write actions can require approval. Chatty includes a per-application confirmation step, enforced in the backend rather than by the model, that shows the exact payload for review and editing before anything is written. It is switched on per application as part of deployment.

Read about security and compliance