Integrations

Connect your tools from the Integrations page.

Connect your existing tools so LouEllen can work with the data you already have.

Overview

Integrations give LouEllen access to your organization's data in external services. Instead of uploading everything to the Reference Materials manually, you can connect your tools and have them searched directly.

To get started, click your organization name at the bottom-left, then Integrations. Or just ask in chat, and you'll get walked through connecting.

Available Integrations

Google Drive

Access files, folders, Google Docs, and Google Sheets stored in your Google Drive. LouEllen can search for files, read documents, pull data from spreadsheets, and use everything as context when writing grants.

Great for organizations that store past applications, program reports, budgets, or tracking spreadsheets in Drive.

Note: When connecting Google Drive, your browser may show a security warning because GrantLoop is a newer application pending Google's official review. Click Advanced, then Proceed to continue. The integration works the same way — we're just waiting on the approval process.

SharePoint

Access files, lists, and documents stored in your organization's SharePoint site. LouEllen can search across your SharePoint, read documents, and pull data from lists.

Note: A SharePoint administrator at your organization will need to enable the integration before you can connect. If you run into issues, check with your IT team to make sure third-party app access is allowed.

Airtable

Connect your Airtable bases so records and schemas can be read. Useful for organizations that track grants, clients, or funder data in Airtable.

Fathom

Access your Fathom meeting recordings. LouEllen can read meeting summaries and transcripts — helpful for pulling context from client calls, funder meetings, or internal discussions.

Fireflies

Similar to Fathom — access your Fireflies meeting transcripts and summaries.

How LouEllen Uses Integrations

Once connected, your integrated services get searched just like your Reference Materials. You'll see actions like "Searching Google Drive" or "Reading a SharePoint document" appear in chat when your connected tools are being read.

You can also ask directly:

  • "Search my Google Drive for our most recent budget."
  • "Look through our Airtable for any past applications to the Smith Foundation."
  • "Check our Fathom transcripts for notes from last week's call with the program officer."

Tips

  • Integrations + Memory = powerful workflows — Set up memories that say where to find things in your connected tools (e.g., "Our board list is in SharePoint under 'Common Attachments'")
  • You don't always have to be specific — Your connected tools get searched automatically whenever information is needed. But being specific helps when you know exactly where something lives
  • Read-only for now — Integrations currently allow reading and searching your data. The ability to create and update records is coming soon