Connect the sources that make the product trustworthy
Planerix works best when meetings, campaigns, finance, CRM, tasks, and approvals sit inside one shared business contour.
Real integrations workspace
Instead of a flat screenshot, the landing now shows the core UI fragments of the integration control surface: readiness, scope, and credential state.
Ready connectors
4 / 6
Credential scope
Org and user credentials are separated
n8n templates are linked before automation can run.
Google Calendar
Org scope
Gmail Inbox
User scope
Meta Ads
Org scope
LinkedIn Lead Gen
Org scope
The first connector wave should be instantly recognizable
Instead of abstract integration language, the landing shows the concrete apps and data sources buyers expect to connect first.
Gmail
Inbox threads and response context.
Google Calendar
Meetings and follow-through context.
Google Ads
Search, PMax, and demand pacing.
GA4
Traffic and conversion evidence.
Meta Ads
Creative and paid social performance.
LinkedIn Lead Gen
B2B demand capture in approved contour.
CRM
Deals, contacts, and owner routing.
Finance feeds
Cash, margin, and pacing context.
APIs and webhooks
Custom business data activation.
Google Workspace + Google Ads
Gmail, Calendar, Meet follow-up, Google Ads, and GA4 establish communication, schedule, and acquisition context.
Typical entities
- Meetings
- Attendees
- Message threads
- Campaigns
- Spend facts
What this unlocks
- Meeting actions
- Inbox context
- Marketing pacing
- Explain flows
Meta ecosystem
Meta Ads comes first. Instagram and WhatsApp should be framed as staged additions through governed workflows.
Typical entities
- Campaigns
- Ad sets
- Ads
- Spend
- Lead signals
What this unlocks
- ROAS tracking
- Creative fatigue review
- Channel comparison
CRM and custom business data
Lead ownership, pipeline, deals, projects, tasks, and BI sources connect commercial reality to execution.
Typical entities
- Contacts
- Deals
- Projects
- Tasks
- KPI mappings
What this unlocks
- RevOps actions
- Owner routing
- Cross-module consistency
Notifications and delivery channels
Email, webhooks, and downstream workflow engines deliver approved actions into operational systems.
Typical entities
- Action requests
- Approval events
- Webhook runs
- Audit trail
What this unlocks
- Action delivery
- Governed automation
- Run logs
The connection flow needs to feel guided and production-safe
A polished integration story is not just OAuth. It explains permissions, mapping, and what the user gets after each source is connected.
Guide the user through source setup
The frontend should explain what each source gives, which permissions are needed, and how the data will appear in the app.
Map entities and ownership
Before agents activate, map roles, teams, KPIs, branches, channels, and approval paths to the imported data.
Activate explain and action flows
Only after the contour is coherent should AI use the history for explanation, action proposals, and impact tracking.
Measure what the connection changed
Integration success is not “green status”, but whether teams can now explain, route, and measure decisions better.
What a good activation layer looks like
The app should lead new admins from “source connected” to “agents can safely reason over it”.
- Connector guidance inside the product for first-time admins
- Clear permission copy for Google and Meta onboarding
- Readiness states: not connected, partial, mapped, trusted, active
- Post-connection checks for role mapping, KPI coverage, and action routing
Plan your first connector wave
We will help scope which Google, Meta, CRM, finance, or API sources should come first and how they map into the product.
- Review current source coverage and gaps
- Define permission, ownership, and approval model
- Set the first explain and action flows after onboarding
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Connect sources that give agents real operating context
Map the first connector wave, user roles, and trusted KPI surfaces before moving to broad automation.