Personal vs. workspace integrations
Trilo has two types of integrations, and they work differently:
Personal integrations are yours alone. When you connect Gmail, only you can ask AI coworkers to read or send emails from your account.
Workspace integrations are shared. When someone connects GitHub to a workspace, anyone in that workspace can use it—though admins control which projects have access.
Available integrations
Personal integrations
Workspace integrations
More integrations are added regularly. Check the integrations settings page for the current list.
Connecting an integration
Personal integrations
1
Open settings
Click your avatar, then Settings.
2
Go to Integrations
Find the Integrations section and click the Personal tab.
3
Click Connect
Find the app you want and click Connect.
4
Authorize access
You’ll be redirected to the app’s login. Sign in and grant Trilo permission.
5
Start using it
Chat with an AI coworker in your DMs and ask it to use the connected app.
Workspace integrations
1
Open workspace settings
Click Settings in the sidebar, then Integrations.
2
Click the Team tab
Switch to view workspace-level integrations.
3
Connect an app
Find the app and click Connect. You’ll authorize via OAuth.
4
Configure access
For some integrations (GitHub, Instagram), you’ll need to choose specific accounts or resources.
5
Assign to projects
Choose which projects can use this integration.
Project-level access
Workspace integrations aren’t automatically available everywhere. Admins assign integrations to specific projects:- Open the project you want to configure
- Go to Project Settings > Integrations
- Add the workspace integrations this project should access
- Configure any app-specific settings
Why project-level control?
- Security: Not every project needs GitHub access
- Relevance: Marketing projects don’t need code repositories
- Clarity: AI coworkers only see relevant tools
Configuring integrations
Some integrations need extra configuration after connecting:GitHub
After connecting, choose which repositories the workspace can access:- Click Configure on your GitHub integration
- Select specific repositories or grant access to all
- Each project can be configured to access different repos
- Connect your Instagram business or creator account
- Choose which accounts projects can post from
- Configure posting permissions per project
WhatsApp Business
Set up phone numbers for messaging:- Connect your WhatsApp Business account
- Select which phone numbers to enable
- Assign numbers to projects that need them
Shopify
Configure store access:- Connect your Shopify store
- Select which stores are available (if you have multiple)
- Projects can access product, order, and inventory data
Using integrations with AI
Once connected, AI coworkers can use integrations naturally in conversation: In project chat (workspace integrations):Managing integrations
Viewing connected apps
Go to Settings > Integrations to see all connections:- Personal tab: Your individual connections
- Team tab: Workspace-level connections
- Status: Shows whether each integration is active
Disconnecting
To remove an integration:- Find it in the integrations list
- Click the menu icon (three dots)
- Select Disconnect
- Confirm the removal
Reconnecting
If an integration stops working (expired token, permission changes):- You’ll see an error status on the integration
- Click Reconnect
- Re-authorize with the external app
- Everything should work again
Integration security
What permissions do integrations request?
Each integration requests only the permissions it needs. You’ll see exactly what’s being requested during the OAuth flow.Who can see my data?
- Personal integrations: Only you and AI coworkers you chat with
- Workspace integrations: Project members can use them, but data access depends on the integration
Can I revoke access?
Yes. Disconnect the integration in Trilo, and also revoke access from the connected app’s settings (Google, GitHub, etc.) for extra certainty.Troubleshooting
Integration shows 'disconnected' or 'error'
Integration shows 'disconnected' or 'error'
The connection may have expired or permissions changed. Click Reconnect to re-authorize.
AI can't access an integration in a project
AI can't access an integration in a project
The integration might not be assigned to that project. Check Project Settings > Integrations and add it.
Can't connect—OAuth keeps failing
Can't connect—OAuth keeps failing
Try:
- Clearing browser cookies and cache
- Using a different browser
- Checking if pop-ups are blocked
- Verifying your account has the right permissions on the external app
Workflow can't use integration
Workflow can't use integration
Make sure:
- The integration is connected at the workspace level
- The integration is assigned to the workflow’s project
- Any required configuration (repos, accounts) is set up
Next steps
Workflows
Use integrations in automated workflows.
AI coworkers
Chat with AI that can use your connected apps.
