Dot is not just an AI platform. It’s the brain that connects all your apps and tools. That’s why we call it an all-in-one AI platform.

Your organization already runs on a number of platforms: AWS or Google Cloud for infrastructure, Xero or Oracle NetSuite for finance, BambooHR or Workday for HR, WordPress or Contentful for content management, HubSpot or Pipedrive for CRM, and many more.

That’s where Dot comes in.

Dot isn’t here to replace your systems, it’s here to enhance them. With seamless, out-of-the-box integrations between the tools your teams already use, Dot becomes the AI layer that connects the dots, automates manual tasks, and simplifies complexity. Everything you need, managed in one place.

In this article, we’ll explore the main categories Dot integrates with, so you can see how naturally it fits into your workflows. No matter what department you’re in.

Why Integrations Matter

Every organization uses dozens of tools, CRMs, ERPs, cloud services, marketing platforms, HR software, support desks, and more. But these tools often operate in silos. Data gets trapped in different platforms, workflows break down, and teams end up spending hours copying, pasting, or manually updating spreadsheets just to stay aligned.

When your tools don’t talk to each other, you lose speed, clarity, and opportunities to automate.

Dot changes that.

By connecting directly to the platforms your teams already use, Dot helps eliminate friction from your workflows. AI becomes part of your day-to-day systems. Not an extra step, not a separate interface.

Whether it's:

• Pulling real-time CRM data to generate personalized outreach emails,
• Syncing financial data across systems for accurate reporting, or
• Summarizing help desk tickets to speed up resolution time.

Dot’s integrations make AI practical, relevant, and scalable.

And more importantly, they create alignment across your business. Everyone works with the same information, in the same systems, at the same time.

How Dot Fits Into Your Day-to-Day Tools

Now that we’ve covered why integrations matter, let’s talk about what Dot actually connects to.

Whether you’re planning marketing campaigns, managing procurement, processing invoices, or coordinating daily tasks across teams, Dot plugs into your tools, so your workflows stay smooth, fast, and automated from start to finish.

Here’s how it works across different business functions:

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Finance & ERP

Budgeting, forecasting, and reporting. These workflows happen across different platforms. Dot brings them together with seamless integrations that automate report generation, track transactions, and help teams stay aligned. You can get all your work done in one place.

Dot can integrate with :

• Xero
• Expensify
• Tableau
• Power BI
• Oracle NetSuite
• Microsoft Dynamics 365

Use Case: Imagine you have monthly expenses tracked in Expensify and future revenue forecasts stored in Oracle NetSuite. Instead of manually merging this data, a finance agent in Dot automatically pulls expense reports, combines them with Oracle NetSuite forecasts, and visualizes everything in a ready-to-use Tableau dashboard. Budgeting, reporting, and forecasting, all connected in one seamless flow.

Sales & CRM

From first contact to closed-won, your CRM holds a lot of moving parts. Dot keeps everything in sync, so your sales team can focus on closing, not copy-pasting.

Dot can integrate with :

• HubSpot CRM
• Zoho CRM
• Pipedrive
• Apollo.io
• Shopify
• Wix

Use Case: Say you’re managing leads across multiple systems. A sales agent in Dot automatically collects new leads from Apollo, updates their status in Pipedrive, and sends personalized follow-up emails through Gmail, all while logging every touchpoint in HubSpot. Your team focuses on selling, not updating spreadsheets.

Human Resources

Whether you’re onboarding a new hire or checking engagement across teams, HR data is everywhere and it’s usually scattered. Dot pulls it all together, automates the repetitive, and keeps things running behind the scenes.

Dot can integrate with :

• BambooHR
• Workday
• Gusto
• ADP

Use Case: When a new hire joins, an HR agent inside Dot reviews their onboarding documents from Gusto, cross-checks contract status in BambooHR, and kicks off a personalized welcome message via Slack. All HR workflows are connected, streamlined, and managed from a single place without email back-and-forth.

Marketing & CMS

Campaigns, content calendars, SEO audits, product updates, there’s always something to publish, promote, or analyze. Dot connects with your CMS and marketing stack to reduce the grunt work and increase content velocity.

Dot can integrate with :

• Google Ads
• WordPress
• Semrush
• Hootsuite
• Contentful
• Shopify

Use Case: Launching a product update? A content agent in Dot drafts fresh product descriptions directly in WordPress, pulls the latest inventory from Shopify, and uses Semrush to analyze SEO performance. It sends a detailed content report straight to your marketing team's Slack channel, keeping your campaigns sharp and on track.

Operations

Dot isn’t just for big data or external outputs, it’s also for the little things that keep your team organized. Calendar syncs. Meeting notes. Ticket resolution. It connects with your tools to keep your team moving forward.

Dot can integrate with :

• Trello
• Asana
• Jira
• Notion
• Google Calendar
• Google Drive
• Monday.com
• Slack
• Microsoft Teams
• Gmail
• Outlook
• Dropbox

Use Case: Managing support tickets across email and project management tools can get messy. With Dot, a support agent monitors incoming tickets from Gmail, categorizes and prioritizes them in Notion, and auto-creates follow-up tasks in Jira. No missed tickets. No manual sorting. Just smooth operational flow.

Supply Chain & Procurement

Sourcing, vendor performance, and order tracking involve more than spreadsheets. With Dot, you can automate the flow of procurement data and get instant updates across platforms.

Dot can integrate with :

• SAP SCM
• Oracle SCM Cloud
• Blue Yonder
• Kinaxis RapidResponse

Use Case: Procurement teams need to stay ahead of vendor issues. In Dot, a procurement agent syncs vendor statuses from Oracle SCM Cloud, monitors for delays via Kinaxis, and instantly triggers alerts when something looks off. Instead of chasing updates, your team gets proactive notifications before problems escalate.

Cloud Platforms & Infrastructure

Running AI workflows across disconnected systems slows teams down. Dot integrates directly with the world’s leading cloud platforms so your agents work where your data already is,no extra steps, no switching tools.

Supported platforms:

• Amazon Web Services (AWS)
• Google Cloud Platform (GCP)
• Microsoft Azure
• IBM Cloud

Use Case: Picture this: a data ops agent pulls real-time structured data from your AWS environment, processes it through an LLM model, and automatically generates a summarized insight report, which is dropped straight into your team’s shared Azure folder. All without switching between platforms, downloading files, or manually compiling data.

Wrapping It All Together

Dot isn’t just helping your tools talk to each other,it’s helping your business think smarter.

By integrating with the platforms your teams already use, Dot removes the busywork, keeps everything connected, and lets AI do what it does best: make your workflows faster, simpler, and more powerful.

Whether it’s syncing data across systems, generating content, or running entire operations in the background, Dot gives every team a more intelligent way to work.

Ready to bring it all together?

Create your free Dot account today and start connecting your tools, your workflows, and your team around one powerful AI platform.

Frequently Asked Questions

Can I use Dot with the tools my team already relies on?
Absolutely. Dot is built to integrate seamlessly with the platforms you already use whether it's Salesforce, Notion, Google Drive, Shopify, or Slack. It fits into your workflows without disrupting them.

Do I need technical help to set up integrations in Dot?
Not at all. Dot’s integrations are designed to be no-code and ready to go. Just connect your accounts, and Dot can start pulling or pushing data as part of your AI workflows, no developer needed.

What types of tasks can I automate using integrations?
You can automate everything from generating reports and syncing CRM updates to summarizing documents and managing support tickets. With Dot, your AI agents handle the repetitive tasks, so your team can focus on the meaningful ones.

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