Connect your tools to your Chief of Staff

Your Chief of Staff is most useful when it works inside the tools you already run your business on. When you connect a tool, your Chief of Staff can see what is happening there, so its answers and briefings use your real numbers and your real schedule. Your calendar and Follow Up Boss work both ways: what you add there flows back to your Chief of Staff, and what it books or adds is sent over once you approve it under Needs you (unless you have let it update your CRM on its own). Payments, books, scheduling and signing connections are read-only.

You connect tools from the Connections tab of your Chief of Staff. Some connect when you sign in to that tool and approve access. Others ask you to paste a key from that tool's own settings.

What you can connect

• Your calendar. So your Chief of Staff can see your schedule, book appointments, and keep everything in one place. The calendar card in Connections points you to the Settings tab, where Connect Google Calendar takes you to your CRM. See Connect Google Calendar once, for everything.
• Follow Up Boss. If you use Follow Up Boss, paste its API key on the Follow Up Boss card and click Connect. Contacts you add or change in Follow Up Boss come into Noli every ten minutes, and the contacts and deals your Chief of Staff tracks are sent over to Follow Up Boss after your approval.
• Your payments and books. Connect Stripe by pasting a restricted key with read access, or click Connect on QuickBooks or Xero and sign in, so your money picture stays current. Your Chief of Staff can see income, fees, payouts, and refunds. It never moves money.
• Your email desk. Give your Chief of Staff its own mailbox, either an instant address or one on your own domain. You CC it or forward to it, it handles the thread, and anything it sends goes through your approvals. See The email desk.
• Calendly. Click Connect on the Calendly card, sign in to Calendly and click Allow. You land back on this tab with a note that Calendly is connected. From then on, new, moved and cancelled Calendly meetings show up in your CRM calendar and on the contact, and your Chief of Staff sees them in your day. Someone who books you for the first time is added as a contact, marked as someone who asked to hear from you. On a paid Calendly plan the updates arrive the moment a meeting is booked or changed; on Calendly's free plan they arrive within 10 minutes. The card says which one you have. Calendly meetings are moved or cancelled in Calendly, not in Noli, and Calendly keeps sending its own reminders. See Schedule events and meetings.
• Scheduling and signing. Acuity Scheduling (paste your Acuity User ID and API key) and DocuSign (click Connect and sign in) each have a card on the same tab, so your Chief of Staff can see your appointments and where each envelope stands.
• Your own ChatGPT plan. If you already pay for ChatGPT, your Chief of Staff can think on that plan instead of your Noli tokens. See Run your Chief of Staff on your ChatGPT plan.
• Everything else. A universal bridge to thousands more apps is built but not switched on yet. When it is, an Everything else card appears on this tab.

Your keys stay safe

Any key or login you connect is encrypted and stored securely. Your Chief of Staff uses it only to do the work you asked for.

To change a key, paste the new one on the same card and click Update key. The email desk (Turn off) and your ChatGPT plan (Disconnect) can be switched off right on their cards. The other cards do not have a disconnect button yet. To cut one of those off now, revoke the key or remove Noli's access inside that tool (for example, delete the restricted key in Stripe), or write to support@noliai.com and we will remove the connection. Google Calendar is the exception: disconnect it from your CRM, as described in Connect Google Calendar once, for everything.

If you get stuck

Connecting a tool means either signing in to it and approving access, or copying a key from its settings. If anything is unclear, ask your Chief of Staff and it will walk you through connecting that specific tool step by step.