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Connections

Your tools, in one workflow.

Work can start in an email, pass through your CRM and finish in your management system. Agentfy connects the information and actions needed for those steps to work together.

Request a demoExplore this workflow
YOUR ECOSYSTEM. ONE CONNECTED WORKFLOW.

Work flows between the tools you use.

Email, CRM, documents and your company’s systems. Beyond familiar tools, your workflow can include spreadsheets, local ERPs and custom systems.

This list is a sample. We start with the tools your operation uses — including Excel, CSV files, local ERPs and custom systems.

Connection possibilityImplementation example
Gmail

Gmail
within your workflow.

An order arrives by email and brings its sources into the workflow.

Scope and permissions defined with your team.
Discuss this workflow

The tools above illustrate possible uses. Each connection is designed around the work your team needs to perform.

BEYOND THE CATALOG

Your system does not need to be on the list.

The catalog is a sample. A connection can start with a file, a system’s capabilities or the steps your team performs through its interface.

Excel, CSV and exported reports.

Spreadsheets and files

An inventory spreadsheet or an order list can also be part of the workflow.

Files and spreadsheets
Regional ERP, internal finance tools, production systems.

Local ERPs and custom systems

A regional ERP or a system built for your company can exchange information with other workflow steps.

API, webhook or export
Supplier portals, older administrative applications.

Legacy systems and tools without APIs

The interface can be a way to consult information or perform steps when an API is not available.

System interface

The approach depends on the system’s capabilities, authorized access and the actions your workflow requires. Feasibility is confirmed with your team.

Tell us which system you use
01 / Connections

A laptop order, from email to your system.

Estúdio Ponto orders 12 Pro 14 laptops for its new team. Norte Tecnologia checks stock, reviews an earlier quote for 10 units and records the order. Follow this simulated example.

Simulated demonstration · fictional data

agentfyNorte Tecnologia
ConnectionsPV-1048Simulation
NORTE TECNOLOGIA / PV-1048Email → ERP order
InputOrderQuerySubmissionReceipt
01

09:12 · The order arrives by email.

Marina Costa · Estúdio Ponto

“We need 12 laptops for the new team. The previous quote is attached.”

orcamento-ponto.pdf
Reading and writing have separate permissions.
GmailOmie

Illustrative tools. Connections and access are assessed during implementation.

About this scenario

Norte Tecnologia, its customers and the people in this walkthrough are fictional. The data describes a specific operation to explain the platform; interactions take place on this page without accessing or changing external systems.

02 / Connections

Connect the tools your team already uses.

The catalog is a sample. Excel spreadsheets, CSV files, regional ERPs and systems built for your company can also take part in the workflow. During implementation, we define what comes in, what needs updating and how to confirm the result.

We assess the available approach: APIs or webhooks, files and spreadsheets or, where feasible, the system’s interface with authorized access. Each connection considers the capabilities, permissions and actions required for your case.

THE NEXT STEP

See how Agentfy can work in your operation.

Request a demo and tell us which workflow you want to connect.

Request a demoAvailable platform. Guided implementation.