Connected tools give Ubik the context needed to recommend useful work. The exact tools depend on your onboarding scope and admin approval.Documentation Index
Fetch the complete documentation index at: https://docs.theubik.com/llms.txt
Use this file to discover all available pages before exploring further.
Common connected tools
| Tool type | What operators usually need from it |
|---|---|
| Buyer inquiries, supplier replies, attachments, approvals. | |
| ERP and accounting | Order state, inventory, invoice checks, SKU mapping. |
| CRM | Account owner, opportunity, terms, relationship history. |
| Documents | POs, PDFs, specs, shipment packets, shared-drive files. |
| Chat | WhatsApp, Slack, and Teams context where operational decisions happen. |
| Logistics and BI | ETA movement, dashboard variance, and downstream promise dates. |
What managers should review
Principle: Ubik reads only what is needed for the approved workflow and writes back only through reviewed actions.
Before expanding an integration, confirm:
- Which workflow needs the tool.
- Which documents, fields, or messages are required.
- Who approves access.
- Whether the tool should be read-only or allow updates.
- How failures should be surfaced to operators.