Resources
Guides for preparing your data, the honest status of every integration, and how we handle security and AI.
Data file guides
Each automation reads specific columns. Export from your existing system, rename headers to match, and upload.
Required:order_idcustomer_namestatuslast_message_at
Required:invoice_nocustomeramount_duedue_date
Required:order_idphoneamount
Required:skunameon_hand
Required:name
Required:invoice_novendor
Required:question
Required:datetypeamount
Required:student_idstudent_nameclass
Required:tracking_nocourierstatusbooked_at
Integration status
We only label an integration as available once it works end to end. Everything else is marked.
| Integration | Status | Details |
|---|---|---|
| CSV / Excel import | Available | Upload .csv or .xlsx files (up to 2 MB, 5,000 rows). Export results as CSV. |
| Email notifications | Needs setup | Send reports, alerts and reminders by email.Operator must configure an SMTP server (SMTP_HOST etc.). Until then emails are not sent. |
| Incoming webhooks | Available | Trigger a workflow from any system that can POST signed JSON. |
| Outgoing webhooks | Available | Send workflow results to your own HTTPS endpoint (Zapier, Make, your server). |
| OpenAI (bring your own key) | Needs setup | Use your own OpenAI API key for AI steps. Charges are billed to you by OpenAI.Your own OpenAI API key. |
| Anthropic Claude (bring your own key) | Needs setup | Use your own Anthropic API key for AI steps. Charges are billed to you by Anthropic.Your own Anthropic API key. |
| WhatsApp Business Platform | Coming soon | Send and receive WhatsApp messages via the official Cloud API.Will require a Meta Business account, verified number and per-conversation fees paid to Meta. |
| SMS gateways | Coming soon | Local SMS providers for reminders and confirmations. |
| Shopify | Coming soon | Import orders and customers directly from your store. |
| WooCommerce | Coming soon | Import orders from WordPress stores. |
| Google Sheets | Coming soon | Read and write spreadsheet rows. Use CSV export/import in the meantime. |
| Pakistani courier APIs | Coming soon | Live shipment tracking from local couriers. Today: import tracking exports as CSV. |
| Accounting software | Coming soon | Sync invoices and receivables. Today: import receivables as CSV/Excel. |
More
Security overview
Tenant isolation, encryption of stored keys, and how files are processed.
AI usage policy
What AI is used for, the fair-use limits, and how AI output is constrained.
Data retention
How long run history, uploaded data and logs are kept.