Personal vs. workspace integrations
Trilo has two types of integrations, and they work differently:| Type | Who can use it | Where it works | Examples |
|---|---|---|---|
| Personal | Only you | Your DMs with AI coworkers | Gmail, LinkedIn, Google Calendar |
| Workspace | Anyone in the workspace | Project chats, workflows | GitHub, Instagram, Shopify, Slack |
Available integrations
Personal integrations
| App | What AI can do | Tools |
|---|---|---|
| Gmail | Read, search, and send emails from your account | 25 tools |
| Google Calendar | Check availability, create events, manage schedules | 28 tools |
| View connections, post updates, manage messages | 20 tools |
Workspace integrations
| App | What AI can do | Tools |
|---|---|---|
| GitHub | Read repos, create issues/PRs, manage code | Repository-level |
| Post content, manage business accounts | 15 tools | |
| Slack | Send messages, read channels, post updates | Team messaging |
| Linear | Create and manage issues | Project management |
| Shopify | Check orders, manage products and inventory | Store operations |
| WhatsApp Business | Send and receive business messages | Customer messaging |
| Outlook | Email and calendar for Office 365 | Microsoft integration |
| Intercom | Manage support conversations | Customer support |
More integrations are added regularly. Check the integrations settings page for the current list.
Connecting an integration
Personal integrations
Workspace integrations
Configure access
For some integrations (GitHub, Instagram), you’ll need to choose specific accounts or resources.
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
