Connect and manage your tools in Settings, then Connections (the account menu in the header has a Connections shortcut too). The page opens with a card for taking Binee into your team chat (described on its own page of this guide), then shows your tools in groups: Connected (your live connections), Available to connect (tools you can connect right now), and Unavailable (tools that are not connectable yet). Below the tools, a Request a tool button lets you ask for an integration Binee does not offer yet; the request goes to the team through the contact window on Help and support.
Every tool's card is small: the tool's logo and name, its status (for example Connected in green or Not connected in gray), one line about that state and a Connect or Manage button (Reconnect when the connection stopped working). Anywhere on the card opens the same panel as the button does, and the card can be reached with the keyboard (press Enter). The panel is the connection panel, which slides in from the right. On Connections it sits beside the page, so the other cards stay where they are: pressing another card while a panel is open switches the panel to that card. A tool you have connected has three tabs: What Binee watches, Permissions and About. It opens on What Binee watches, the place to say what Binee watches from it; a tool that needs reconnecting opens on Permissions, where Reconnect is. A tool you have not connected has one tab, About, which says what Binee can do with that tool, with examples, and the exact steps to connect it, and its Connect button is in the panel's bottom edge; the What Binee watches and Permissions tabs appear once it is connected. For example, a meeting tool's About tab explains that Binee can pull a meeting's action items and check whether they exist as tasks in your other connected tools. The bottom edge of the panel never scrolls away: on What Binee watches it holds Save, Use defaults and a note while you have unsaved edits; Disconnect is there for the tools that keep one connection. Reconnect, Add another account and (for a tool with several workspaces) Choose workspaces and Refresh data are buttons at the end of the Permissions tab, each account's Rename and Disconnect are on its row there, and the permissions list is on that tab too. On a computer you can drag the panel's left edge to resize it (it opens wide, about half the width of a laptop screen); on a tablet or phone it covers the page and the sheet fills the width, and a tap outside it, its Close button or Escape closes it. If you have edits on the What Binee watches tab that are not saved, closing the panel, switching to another tab or pressing another card shows a short notice over the panel's bottom edge asking whether to keep editing or discard them, so a stray click or Escape never throws your changes away. The same panel opens from All Work and Inbox (see the Inbox and All Work page); there it opens over the page as an overlay and shows What Binee watches, with a link at the bottom to all of the tool's settings (Permissions, Reconnect and the rest).
Connections has its own short tour, which starts by itself the first time you open this page. It does not start during a visit in which you are finishing a connection that sent you back here (the connection result message or the workspace picker), and it starts the next time you come to Connections from another page instead. It has six steps and covers that you connect your own tools and Binee reads them through your account; what a tool card shows (the logo, the name, the status and one line about it, with the rest in the panel that Manage opens); the status badge (green Connected, gray Not connected or Paused, blue Syncing, amber Waiting for you, Needs attention or Status unavailable, and red Reconnect needed); Manage on a connected tool (or Connect on a new one), which opens the tool's panel, where you choose what Binee watches (which lists, labels or calendars count and how far back to look), what Resolve does for that tool and your accounts (most tools let you connect more than one account, for example a work mailbox and a personal one); the team chat card (it never feeds Home, Inbox or All Work); and Available to connect, with a pointer to Request a tool. The tour only points at the Manage button, because the panel is closed while it plays. Settings, then Help and support, has Tours to replay it, under the name Connections and work rules.
You can also connect your first tool during setup, in the last step, without leaving it: setup offers two sign-ins side by side (the two most common mailbox and calendar accounts), you sign in on the tool's own page and come straight back, the tool shows Connected and setup shows you what Binee will watch from it, which you confirm before setup finishes (see Choosing what Binee watches below). It is the same sign-in as the Connect button on this page, so the result is identical. Every other tool is listed under More tools in setup, and choosing one opens this page, where you connect it.
Choosing what Binee watches
A newly connected tool adds nothing to Inbox, All Work or Home until you say what Binee should watch. When you connect a tool that brings work into Inbox and All Work (a mailbox, a calendar, a task tool or a legal or business system), a window called Choose what Binee watches opens, in setup and here in Connections alike (in setup it is a short summary on the left with the full choices in the right-hand panel; in Settings it is a wide window that lays the summary beside What to show, with the time window and Narrow it down below, and on a narrow screen it is one column). It uses the same choices as the What Binee watches window, already set to Binee's starting choices, and it names them in plain words before anything is read. Example: connect your work mailbox and the window says Binee will look at emails in your inbox from the last 7 days that are addressed to you and look like they wait on your reply (up to 150 conversations at first), plus your starred emails (up to 50), and that promotions, social, updates, newsletters and automated notifications are left out, so receipts, bills and calendar invitations do not flood your first sync. If you do want those, untick Updates under Never show. Connect your task tool as well and its window says Binee reads the tasks assigned to you from every list you can see, up to 500 at first, so a client's email waiting on your reply can sit next to the overdue task behind it.
You can adjust any choice, then press Confirm and start. For a calendar, the window also lets you add up to three extra calendars you own; the list of your calendars is read only when you open it, so opening nothing means nothing is read from the calendar before you confirm. The confirmation is what lets the first sync begin: nothing from that tool is added to Inbox, All Work or Home before it. You can still ask the Binee Assistant about the tool in the meantime, because the Assistant reads it with your connection when you ask and saves none of it to your lists or to the working copy of item details (an answer that quotes it stays in your chat history, like any chat answer). A sign-in that brings both mail and a calendar has one window with a tab for each, and one confirm. If you leave a tool exactly on the starting choices, they stay labelled as the defaults; if you change them, they are saved as yours.
Until you confirm, the tool's card says Waiting for you to choose what Binee watches, a notice at the top of Connections offers the window again, and pressing Manage on the card opens the panel on What Binee watches, which shows it in place of the usual settings. Inbox, All Work and Home stay empty of that tool, and the first sync status says to choose what Binee watches (Settings, then Connections) rather than saying it is syncing. Close the window with Not now whenever you like: nothing is added to your lists while it waits. Reconnecting a tool you already chose for (for example after its permission expired) does not ask again, and neither does a tool that was already syncing before this window existed. You can change the choices at any time in Settings, then Connections: press Manage on the tool's card and use the What Binee watches tab (or open it from the Filters in All Work or Inbox).
Two uses of a connected tool
In the Assistant: every connected tool is available to the Binee Assistant, which reads it through your own connection when you ask about your work.
In Home, Inbox and All Work: a smaller set of tools also feed Home, Inbox and All Work, which bring tasks, emails and meetings waiting on you into one place. Each tool's About tab says whether it appears there. A tool that does not feed them stays available to the Assistant only: it has no cards on Home and is not listed in the card library, and its About tab here says it works in the Binee Assistant. Example: ask the Assistant to take a meeting summary and create the tasks. For a tool that does feed your lists, the Manage button opens its panel on the What Binee watches tab, called "What Binee watches from this connection", where you choose what counts as your work and whether emails that only repeat a connected tool's own news are hidden (see the Inbox and All Work page). With more than one account of a tool, each account has its own What Binee watches settings and the window names the account. How quickly the lists update depends on the tool: some tools tell Binee about changes within moments and Binee also checks on a schedule as a safety net, others are checked every few minutes or every quarter hour, and a tool that limits how often an app may ask can make a sync wait for its next turn. Where a tool has its own page in this guide, that page says which applies; the coverage line above your lists shows the current sync state either way. Example: your work mailbox can hide the notification emails that your connected task tool already covers, while your personal mailbox keeps showing everything.
What you see after you connect a tool
Right after you connect a tool that feeds Home, Inbox and All Work, Binee reads it for the first time. On Home, the Get started with Binee card shows how that first sync is going from what Binee actually measured: how many items it has found so far and from how many connections, with an as of time once a sync has finished. Items appear in Inbox and All Work as they land, so you do not have to wait for the first sync to end before you look around or ask the Binee Assistant a question. If a connection cannot be read, the card says which one and why, in the same words as the status line above your lists, with Try again and Manage connections right there. A tool that works in the Binee Assistant only has no sync to watch: it is ready as soon as it shows Connected, and the card says so. Example: you connect your work mailbox and your task tool; the card reports the items found in both, and the first question you ask the Binee Assistant can already compare an email with a task.
Connections are per person
Each person connects their own accounts. Binee answers your questions through your own access: in the Assistant it only queries a tool through your own live connection, so as a rule you see what your account can see and nothing more. A small number of tools do not offer that per-person filtering in their own systems: connecting them gives Binee the same account-wide view the tool gives any connected app. Where that applies, the tool's About tab says so plainly, for example that answers cover your firm's whole intake pipeline rather than just your own records, so nobody discovers it by surprise. If you have not connected a tool, Binee will tell you honestly that you need to connect your own account.
The team chat card works the same way: each person connects their own account there, and Binee in the chat answers each person from their own connected tools (described on its own page of this guide).
A Connected as you badge on a card means your personal connection is live. Its information button explains the scope in plain words: it is your personal connection, and Binee answers through your own access.
More than one account of a tool
Most tools let you connect more than one account, for example a work mailbox and a personal one, or two sign-ins to a firm's practice tool. Open the tool's panel with Manage and press Add another account (it is among the buttons at the end of the Permissions tab). On a tool that connects by sign-in, the sign-in lets you pick which account to use; on a tool that connects with an API key, paste the second account's key (and its address, where the tool asks for one). Each account is its own row in the panel's Permissions tab with its own name, status, when it was last used and when Binee last confirmed it works, plus its own Rename, Reconnect and Disconnect. Disconnecting or reconnecting one account never touches your others. Connecting an account you already connected does not add a duplicate: Binee tells you it was already connected and refreshes it (a sign-in refreshes its permissions; a key you paste replaces the stored key). If you press Reconnect on one account but sign in (or paste a key) for a different one, Binee says so: that account is added (or, if it was already connected, only refreshed), and the account you pressed Reconnect on still needs reconnecting.
How Binee tells two accounts apart depends on the tool. It is the account itself, not the key or the sign-in you used: a new key for the same account replaces the old one. On a tool with separate regional services, the same person in two regions is two accounts, and each account's name shows its region (for example "anna@firm.com (Europe region)"); on a tool where one sign-in can belong to more than one firm, the same person in two firms is two accounts too, and the firm is added to the name when two accounts would otherwise read the same. On a tool such as Odoo, a login on one company's system and the same login on another company's system are two accounts, and two logins on one system are two accounts too.
A few tools keep one connection per person, and the tool's About tab says so (a tool's panel shows Add another account only where it works). One reason is a tool whose service gives Binee no way to tell which account a key belongs to. Today that is Fathom: Binee cannot keep two Fathom accounts apart, so Fathom keeps exactly one connection per person, and pasting a key again replaces the stored one. Its About tab says so. If you need two Fathom accounts, only one of them can be connected at a time.
Binee always says which account an answer or change came from when you have more than one. A question with no account named is answered from your oldest working account, and Binee says so and offers to check the other. Before it makes a change that could go to more than one account (for example saving an email draft or sending an email), Binee asks which account to use, once, and does nothing until you answer. An email card names the account the mail leaves from. Every confirmation card names the account it will act on. Rename an account to a short name you will say out loud (for example "Work"). A name cannot be an email address unless it is that account's own address, and it cannot repeat another account's name. If two of your accounts share an address (two Microsoft accounts from different companies can), name each one differently: when you say the shared address Binee says it matches two accounts and asks which you mean, naming each by its name. With your accounts named, you can say "use my Work account for drafts" and ask Binee to remember it (see the Memory page). If one account stops working, only that account shows Reconnect needed; your other accounts keep working and keep updating your lists, and the broken account's items wait until you reconnect it.
For example: ask "did the client answer on my Home account about the delivery date?" and Binee reads that account and checks the date against the task that is supposed to deliver it. The same works for your meeting tools ("what did the client promise on my team account's calls?"), your practice and CRM tools ("is the client who just emailed me overdue on my European account?") and the rest: name the account, or let Binee ask.
Connecting and disconnecting
Connect: open Settings, then Connections, and press Connect on the tool's card. Most tools connect by signing you in with the tool itself to grant access; Binee never sees your password. A few tools connect with a personal API key instead: the card opens a short form that shows exactly where to copy the key inside that tool, verifies the key with the tool before saving anything, and stores it encrypted.
Regions: some tools run separate regional services, and your sign-in only works in yours. Where that applies, the connect flow first asks which region your account runs in; pick the one matching the address you normally sign in at (the tool's About tab gives examples). Picking the wrong region simply fails the sign-in, and connecting again with the right region fixes it.
One vendor, several products: some vendors sell more than one product, each with its own sign-in on the vendor's side. Each such product gets its own card in Binee, named for the product, and connecting one does not connect the other. If Binee cannot see data you expected, check whether the card for that specific product is connected.
Expiring API keys: some tools put an expiration date on their API keys. Where the tool shows that date, the connect form asks for it, and the card (and Binee in the Assistant) reminds you before it arrives so you can generate a fresh key in the tool and press Reconnect to paste it. If a key expires before you replace it, the card says Reconnect needed and reconnecting with a fresh key fixes it in one step.
Disconnect: press Manage on the tool's card, then Disconnect (on a tool where you can connect several accounts, press Disconnect on the account's own row). You can reconnect at any time, and disconnecting is per person: it removes only your own connection, and only the account you chose. What happens at the tool's side depends on the tool, and the disconnect message says which. Where the tool lets Binee revoke the access it held, the access ends immediately; Clio is a partial case: Binee revokes its current access, but removing Binee from your Clio account entirely is done in Clio, in your connected apps. Disconnecting Clio Manage also removes the change notifications Binee had asked Clio to send. Where the tool offers no revoke, Binee deletes its stored sign-in or key and the permission stays valid at the tool until you remove it there: for Microsoft that is under myaccount.microsoft.com, App permissions, and for the API key tools (Fireflies, Fathom, Odoo) it is regenerating or deleting the key in the tool. The Privacy and data page lists the same differences for deleting your account. Disconnecting a tool also removes its prepared item content and its entries from your lists; your own Resolved and priority choices are kept separately, and reconnecting the same verified account can recover them (a different account does not inherit them).
More than one workspace in a tool
Some tools let one sign-in cover several of your workspaces, and the tool's own consent screen can let you authorize more than one with no way for Binee to narrow it. After you sign in, Binee reads which workspaces you authorized. If there is just one, it connects it. If there are several, a short list opens with every workspace you have not connected yet already ticked, and you untick any you do not want to connect (if you untick all of them, Binee says nothing is ticked and waits until you tick one). Press Choose workspaces on the card later to add more, or Authorize another workspace to sign in again and cover one your first sign-in did not include.
Each connected workspace gets its own row in the panel, with its own live details and its own Reconnect and Disconnect buttons. Example: your agency's workspace shows Active live updates while a client's workspace you only just joined shows Waiting for first activity, and each can need a reconnect on its own.
Connecting needs no special role. Any member connects the workspaces their own sign-in covers, in any order, and nobody has to connect anything first. Live updates run on your own connection to a workspace, so a workspace whose connection of yours needs reconnecting or is paused by your plan shows Paused for live updates and catches up through the regular refresh instead; reconnecting it in Settings, then Connections, brings live updates back.
Disconnecting one workspace removes only its items from your lists. Your other workspaces are untouched, and disconnecting the last one removes the sign-in too.
If you sign in again and the new sign-in no longer covers a workspace you had connected, that workspace shows Reconnect needed (nothing is deleted); the others keep working.
The Binee Assistant follows the same rule as for any tool with several accounts, with your workspaces as the accounts: a question with no workspace named is answered from the workspace you connected first, and Binee says which one it used; before a change it asks which workspace to use, once, and does nothing until you answer; and every confirmation card says "Workspace:" followed by the one it will act on. A task from one workspace is never read or changed through your connection to another: if you ask about a task that belongs to a workspace you did not name, Binee tells you and asks you to name that workspace. Example: "move the website brief to Done" when you have connected both your agency's and a client's workspace gets one question, which workspace, before anything moves.
How many connections your plan includes
The number of connections depends on your plan: Personal includes 5 and Pro has no limit. The 14-day free trial has Pro's limits, so no limit. A connection is one connected account of one tool: a second account of the same tool is another connection, each workspace you connect on a tool that connects several workspaces counts on its own, and reconnecting the same account is not new. The connection that takes Binee into your team chat does not count, and neither does a connection you remove.
At the limit, pressing Connect stops before the tool's sign-in screen and says "Personal includes 5 connections - upgrade to add more." with a way to upgrade. The same check runs again when a connection is saved, so a sign-in finished in another tab cannot go past the limit. A read-only account (a trial or plan that ended) cannot connect anything until a plan is chosen.
If you move to a plan with fewer connections than you hold (for example the trial ending into Personal), nothing is disconnected and nothing is deleted. The least recently used connections beyond the limit pause, and a one-time window lets you choose which ones stay active.
A paused connection keeps its row, its sign-in and its prepared data, but Binee stops reading it: no syncing, no item details from it, no Assistant answers and no mailbox change notifications. It shows "paused - upgrade to resume" under Paused connections on this page, and it is not the same as Reconnect needed, which means the tool refused the connection. Upgrading resumes every paused connection; choosing a different set in the window pauses the others instead. When a plan fits only some of your connections, Binee offers that window after the change, and Choose which stay active under Paused connections opens it any time. Disconnecting a paused connection works as usual.
During the free trial, an external account (for example a mail or task account) that was already used in someone else's trial cannot be connected until you choose a plan: "This account was already used in another Binee trial. Choose a plan to connect it." Binee does not say whose trial it was.
For example, on Personal with 5 connections, adding a sixth account stops with the upgrade message, while your five existing connections keep updating Inbox and All Work.
Status badges
Badges report measured reality:
Connected (green): every account you connected for this tool works and nothing needs you. Not connected is a neutral gray, so a green badge always means the tool is connected and working.
Syncing (blue): a refresh you asked for on that card is running right now.
Waiting for you (amber): the tool is connected but you have not yet chosen what Binee watches from it; for example, a freshly connected mailbox adds nothing to Inbox, All Work or Home until you confirm what Binee watches, so the client email waiting on your reply does not appear next to its task yet. The card's second line says so, and Choose what Binee watches opens the choice.
Needs attention (amber): Binee can still read the tool, but something needs you, and the card's second line says what. When you connected several accounts and only some stopped working, it says how many need reconnecting and that the others still work (for example, one of two mailboxes of the same tool). For some tools it can say your access key expires soon, or that you need to reconnect to let Binee make changes.
Not connected: you have no connection.
Paused (gray): your plan includes fewer connections than you hold, so this one is on hold with its data kept ("paused - upgrade to resume").
Reconnect needed (red): Binee cannot read the tool because it refused the connection or the authorization expired (this includes a connection whose workspaces have all expired). Press Reconnect on the card; it re-runs the same sign-in and restores access, and your settings and history are unaffected.
Status unavailable: Binee could not check the status right now. This is shown honestly instead of guessing; try again shortly, and if it persists, contact support.
Unavailable: not connectable yet.
Some connected tools also show live details in their panel, for example whether the tool is pushing change events to Binee (Active only appears when events actually arrived, never inferred from anything else) and the plan your account is on with that tool, detected automatically when the tool connects (for a tool with several workspaces, each workspace shows its own). Binee always reads your tools directly when you ask, so these details never limit what the Assistant can see.
Permissions
The Permissions tab lists the access the connection gives Binee as readable content. What Binee can read has one line per source, for example the mail, calendar and files a sign-in covers, and for those services it also shows whether the permission was actually granted (a permission you declined on the consent screen says so, with the way to fix it, instead of looking switched on). What Binee can do lists the changes Binee can make through the connection, each with a note that it waits for your confirmation, and says plainly when a tool is read only. It follows what is switched on for your account: where sending email and changing calendars are not switched on yet, a mail and calendar sign-in lists no changes, and a mailbox that can only draft says Binee saves an unsent draft instead of sending. Below that, Action permissions (shown to workspace owners and admins) opens the list inside the panel (there is no separate window): it shows which changes Binee may make without asking (Always allow) and which always ask first. You can flip them one at a time, allow a whole section at once, or reset everything so every change asks first. High risk changes always ask and cannot be set to always allow, so the bulk controls never touch them. Every change in a tool still goes through a confirmation card; see the Binee Assistant page. Manage access ends the tab with the buttons: Reconnect, Add another account, and for a tool with several workspaces Choose workspaces, Authorize another workspace and Refresh data. A sign-in or key window opens over the page and the panel stays where it is.
