Overview
Integrations extend your Utari workers' capabilities by connecting them to third-party applications and services. Once connected, workers can interact with these apps to check calendars, create events, manage tasks, send emails, and much more—all through natural conversation. This guide shows you how to use integrations effectively within your workers.
Understanding Integrations
Integrations allow your workers to:
Access External Data
Retrieve information from connected apps like calendars, emails, or databases
Perform Actions
Create events, send messages, update records, and execute tasks in third-party apps
Automate Workflows
Connect multiple apps to create sophisticated automation chains
Stay Synchronized
Keep information current across all your connected platforms
ℹ️ Note
Workers can use integrations automatically when needed, or you can explicitly request specific integration actions.
Adding Integrations to Workers
Before using integrations, you need to connect them to your worker:
1. Navigate to Worker Settings
Select your worker and click on the Integrations tab.
2. Browse Available Apps
Click Browse Apps to see all available integrations.
3. Select and Connect
Choose the integration you want (e.g., Google Calendar) and follow the connection process.
4. Authorize Access
Grant the necessary permissions for Utari to access the app on your behalf.
5. Enable Tools
Select which specific capabilities from that integration you want your worker to use.
ℹ️ Note
For detailed instructions on adding integrations, see our Create Your First Utari Worker guide.
Using Integrations in Conversations
Basic Integration Usage
1. Start a Chat
Open a conversation with a worker that has integrations connected.
2. Request Integration Action
Simply ask your worker to perform an action using natural language:
Can you please check my calendar and tell me what I have to do today?
3. Worker Executes
Your worker will:
Identify the relevant integration (Google Calendar)
Call the appropriate tool
Retrieve the information
Present the results in a clear format
4. Review Results
The worker displays your schedule or confirms the action was completed.
Example Interaction
When you ask about your calendar:
User: Can you please check my calendar and tell me what I have to do today?Worker: [Calling Google Calendar tool] [Finding events for Tuesday, November 18th]Your day is clear today—no scheduled events!
Creating and Managing Calendar Events
Creating New Events
1. Request Event Creation
Provide event details in natural language:
Please schedule a call between myself and Jeremy for 1 PM Mountain Standard Time (3 PM EST). Just create the event, I will add the location manually.
2. Automatic Tool Management
If the worker doesn't have the required capability:
It will search available tools
Automatically add the necessary tool (e.g., "Create Event")
Proceed with creating the event
3. Confirmation
The worker confirms the event was created with details:
Event title
Date and time
Status
Link to view in your calendar
4. View Event
Click View Event to open the event in your connected calendar app.
💡 Tip
Smart Tool Addition: Utari can automatically add required integration tools if they're not already enabled, ensuring seamless functionality without manual configuration.
Common Integration Commands
Calendar Management (Google Calendar, Outlook)
Check Schedule
What's on my calendar today? Show me my meetings for this week Do I have any events tomorrow?
Create Events
Schedule a team meeting for Friday at 2 PM Create a reminder for project deadline next Monday Block out focus time every morning from 9-11 AM
Update Events
Move my 3 PM meeting to 4 PM Cancel tomorrow's standup meeting Add Sarah to the client call on Thursday
Find Events
When is my next meeting with the marketing team? Find all events scheduled with [person name] Show me my appointments for next month
Email Management (Gmail, Outlook)
Read Emails
Check my unread emails Show me emails from [sender] today Find emails about [subject]
Send Emails
Send an email to [recipient] about [subject] Draft a follow-up email to the client meeting Email the team about tomorrow's deadline
Organize Emails
Mark all emails from [sender] as read Create a label for project updates Archive old promotional emails
Task Management (Asana, Trello, Monday.com)
View Tasks
Show me my tasks due today What's on my to-do list? List all high-priority tasks
Create Tasks
Create a task to review the proposal by Friday Add "Follow up with client" to my task list Set up recurring weekly review tasks
Update Tasks
Mark "Finish report" as complete Change the due date for [task] to next week Assign [task] to [team member]
Communication (Slack, Teams, Discord)
Send Messages
Send a message to the #marketing channel DM John about the project update Post the weekly summary in #general
Check Messages
Show me recent messages in #engineering Find messages mentioning me Check for any urgent DMs
Automatic Tool Management
One of Utari's powerful features is automatic tool addition:
How It Works
1. Worker Identifies Need
When you request an action, the worker determines what integration tools are required.
2. Tool Check
The worker checks if the necessary capability is already enabled.
3. Automatic Addition
If the tool isn't available, the worker automatically:
Searches for the required tool
Adds it to the worker's capabilities
Enables the tool
Proceeds with your request
4. Seamless Execution
You don't need to manually configure anything—the worker handles it automatically.
ℹ️ Note
Example: If you ask to create a calendar event but only "Find Event" is enabled, the worker will automatically add "Create Event" and complete your request.
Multi-Step Integration Workflows
Example: Meeting Preparation Workflow
1. Check Calendar
What meetings do I have today?
2. Gather Context
For my 2 PM client meeting, find the email thread with preparation notes
3. Create Tasks
Create a task to review the proposal before the meeting
4. Send Reminder
Send a Slack message to the team reminding them about the client meeting
Example: Project Update Workflow
1. Gather Information
Check our project board for completed tasks this week
2. Create Summary
Write a project update email summarizing this week's progress
3. Schedule Send
Schedule the email to send Friday at 4 PM
4. Calendar Block
Block 30 minutes on my calendar next Monday for project planning
Available Integrations
Common integrations supported by Utari include:
Productivity Apps
Google Calendar: Manage events and schedules
Outlook Calendar: Microsoft calendar management
Asana: Task and project management
Trello: Board-based task organization
Monday.com: Work operating system
Notion: Workspace and documentation
Communication Tools
Gmail: Email management
Outlook Email: Microsoft email
Slack: Team communication
Microsoft Teams: Collaboration platform
Discord: Community communication
Storage & Docs
Google Drive: File storage and docs
Dropbox: Cloud file storage
OneDrive: Microsoft cloud storage
Box: Enterprise content management
CRM & Sales
Salesforce: Customer relationship management
HubSpot: Marketing and sales platform
Pipedrive: Sales CRM
Development Tools
GitHub: Version control and collaboration
GitLab: DevOps platform
Jira: Issue tracking and project management
ℹ️ Note
For the complete list of available integrations and setup instructions, browse apps in your worker's Integration settings.
Best Practices
Connect What You Need
Only connect integrations relevant to each worker's purpose to maintain focus and performance
Use Natural Language
Speak naturally—no need to memorize commands or syntax
Be Specific
Provide clear details like dates, times, recipients, and subjects
Verify Permissions
Ensure integrations have the necessary permissions for requested actions
Trust Auto-Tools
Let workers automatically add required tools instead of pre-enabling everything
Test Workflows
Test integration workflows before relying on them for critical tasks
Troubleshooting
Integration not responding
Check that:
The integration is properly connected and authorized
Your account credentials are current
The integration has necessary permissions
Try disconnecting and reconnecting the integration
Worker can't find required tool
Ensure:
The integration is added to the worker
You've granted appropriate access during connection
The specific capability exists for that integration
Try explicitly requesting the worker to add the tool
Events not appearing in calendar
Verify:
The correct calendar is connected
You're checking the right date/time
Calendar sync is working (may have a slight delay)
Refresh your calendar app
Permission errors
Try:
Reviewing the permissions granted during connection
Reconnecting the integration with full permissions
Checking if your organization restricts certain actions
Verifying you're the calendar/account owner
Automatic tool addition not working
Consider:
Manually enabling the required tool in integration settings
Checking if the integration supports that capability
Verifying the worker has permission to modify its own tools
Restarting the conversation if needed
Privacy and Security
⚠️ Warning
Important Considerations:
Only grant integrations the minimum permissions needed
Review what data each integration can access
Regularly audit connected integrations
Disconnect unused integrations
Be cautious with sensitive information in connected apps
Follow your organization's security policies
Summary
You've successfully learned how to:
✅ Success
Use integrations within worker conversations
✅ Success
Request actions across connected third-party apps
✅ Success
Manage calendar events through natural language commands
✅ Success
Leverage automatic tool addition for seamless functionality
✅ Success
Create multi-step workflows using multiple integrations
✅ Success
Apply best practices for effective integration usage
Integrations transform your Utari workers into powerful automation hubs, connecting your entire productivity stack and enabling sophisticated workflows through simple conversational commands.
Next Steps
Explore and connect additional apps to expand capabilities
Set up automated workflows using integrations and triggers
Learn to configure workers with optimal integration setups
Combine integrations with task management for complex workflows