Connecting & Managing Applications

Navigate to Integrations:
Go to the “Integrations” section from the Rolai sidebar.

Browse Available Integrations:
You’ll see a list of available integrations, including Google Sheets, Wrike, Canvas, OneDrive, Teams, Outlook, Google Drive, Gmail, and Firecrawl.

Click “Connect”:
Find the app you want to connect and click the “Connect” button below its icon.

Authenticate Your Account:
You’ll be prompted to log in and authorize Rolai’s access using secure methods like OAuth (for Microsoft and Google apps) or API keys (for other services). Just follow the on-screen instructions.

Verify Connection:
Once connected, the app will appear under “Connected Applications” at the bottom of the page. You can edit or remove connections as needed.

Sync Frequency: Choose how often your data syncs (daily, weekly, or monthly) for each integration.

Manual Refresh: Trigger a manual sync anytime you need the latest data.

Access Levels: Set who in your organization can access each integration.

Troubleshooting: If you encounter issues, check your credentials, try reconnecting, or contact support for help.

• Send Email / Reply to Thread / Create Draft

• Fetch Emails, Fetch Message by ID or Thread ID

• Get Gmail Attachment & Move to Trash

• List Drafts, List Threads, Search People

• Create / Modify / Remove Label; Modify Thread Labels

• Get Profile & Get / List Contacts

• Auto‑draft a follow‑up 48 hrs after no reply

• Summarize all unread client emails each morning

• Tag invoices with a “Finance → Invoices” label as they land

• Upload File (≤ 5 MB) & Download a File

• Create File from Text or Edit File (≤ 10 MB)

• Copy File, Add File Sharing Preference

• Create Folder, Delete Folder or File

• Find Files / Find Folder

• Drop AI‑generated reports into a shared team folder

• Auto‑share deliverables with “Anyone @YourCompany.com”

• Nightly copy of critical docs into a dated archive

• Mail – Send / Reply, Create Draft, Get/Download Message & Attachments, List / Search Messages

• Calendar – Create, Update, Delete, or Get Events; Get Schedule

• Contacts – Create, Get, Update, Delete, List Contacts

• Get Profile

• Book a meeting the moment a prospect emails “Let’s talk”

• Daily digest of high‑importance emails + today’s meetings

• Sync new CRM leads straight into Outlook contacts

• Upload File & Download Item

• Create New Text File (save AI output)

• Create Folder, Find Folder / Find Item

• List OneDrive Items

• Save generated briefs to /Projects/Client‑X/

• Append transcripts to a running doc after every call

• Backup key Drive docs into a dated archive folder

• Send Message to Chat / Post Message to Channel / Reply to Channel Message

• Create Chat (1‑on‑1 or group) & Create Channel

• Create Online Meeting

• Get All Chats / Get All Chat Messages / Get Teams Message

• List Teams, List Team Channels, List Chat Messages, List People

• Post an alert in #sales‑wins when Stripe sees a new deal

• Spin up a private chat with an AE whenever a hot lead scores 90+

• Auto‑schedule a Teams meeting based on a support ticket’s priority

• List Courses / Get Course Details

• Create Assignment, Update Assignment, Delete Assignment

• List Assignments & List Students in a Course

• Get / Post Discussion Topics and Announcements

• Get Submissions, Grade Submission, Comment on Submission

• Auto‑create weekly assignments from a master syllabus

• Send personalized grade summaries to students via email

• Archive discussion threads and store highlights in Google Drive

Microsoft: OneDrive, Outlook, Teams, Excel, Word

Google: Google Drive, Gmail, Google Sheets

Learning Management: Canvas, Blackboard, D2L BrightSpace, Moodle

CRM: HubSpot, Salesforce, Pipedrive

Project Management: Wrike

Other: Firecrawl, Semantic Scholar, Typefully, GoHighLevel (coming soon)