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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.

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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
Workers can use integrations automatically when needed, or you can explicitly request specific integration actions.

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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.
For detailed instructions on adding integrations, see our Create Your First Utari Worker guide.

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Using Integrations in Conversations

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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.

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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!

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Creating and Managing Calendar Events

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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.
Smart Tool Addition: Utari can automatically add required integration tools if they’re not already enabled, ensuring seamless functionality without manual configuration.

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Common Integration Commands

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Calendar Management (Google Calendar, Outlook)

What's on my calendar today?
Show me my meetings for this week
Do I have any events tomorrow?

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Email Management (Gmail, Outlook)

Check my unread emails
Show me emails from [sender] today
Find emails about [subject]

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Task Management (Asana, Trello, Monday.com)

Show me my tasks due today
What's on my to-do list?
List all high-priority tasks

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Communication (Slack, Teams, Discord)

Send a message to the #marketing channel
DM John about the project update
Post the weekly summary in #general

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Automatic Tool Management

One of Utari’s powerful features is automatic tool addition:

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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.
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.

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Multi-Step Integration Workflows

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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

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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

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Available Integrations

Common integrations supported by Utari include:
  • 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
  • Gmail: Email management
  • Outlook Email: Microsoft email
  • Slack: Team communication
  • Microsoft Teams: Collaboration platform
  • Discord: Community communication
  • Google Drive: File storage and docs
  • Dropbox: Cloud file storage
  • OneDrive: Microsoft cloud storage
  • Box: Enterprise content management
  • Salesforce: Customer relationship management
  • HubSpot: Marketing and sales platform
  • Pipedrive: Sales CRM
  • GitHub: Version control and collaboration
  • GitLab: DevOps platform
  • Jira: Issue tracking and project management
For the complete list of available integrations and setup instructions, browse apps in your worker’s Integration settings.

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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

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Troubleshooting

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
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
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
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
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

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Privacy and Security

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

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Summary

You’ve successfully learned how to:
Use integrations within worker conversations
Request actions across connected third-party apps
Manage calendar events through natural language commands
Leverage automatic tool addition for seamless functionality
Create multi-step workflows using multiple integrations
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.

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Next Steps

Connect More Integrations

Explore and connect additional apps to expand capabilities

Automation with Triggers

Set up automated workflows using integrations and triggers

Worker Configuration

Learn to configure workers with optimal integration setups

Task Management

Combine integrations with task management for complex workflows