> ## 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.

# Connected tools

> Decide which systems Ubik can read from or update for approved trade workflows.

Connected tools give Ubik the evidence needed to recommend useful work. The exact tools depend on onboarding scope, admin approval, and which workflows are allowed to read or write.

## Common connected tools

| Tool type          | What operators usually need from it                                                |
| ------------------ | ---------------------------------------------------------------------------------- |
| Email              | Buyer inquiries, supplier replies, attachments, approvals, and promise changes.    |
| ERP and accounting | Order state, inventory, invoice checks, SKU mapping, and writeback readiness.      |
| CRM                | Account owner, opportunity, terms, relationship history, and customer commitments. |
| 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

<div className="ubik-panel">
  <strong>Principle:</strong> Ubik reads only what is needed for the approved workflow and writes back only through reviewed actions.
</div>

Before expanding an integration, confirm:

* Which workflow needs the tool.
* Which documents, fields, messages, or records are required.
* Who approves access and who owns renewal or revocation.
* Whether the tool should be read-only or allow reviewed updates.
* How stale data, auth failure, or provider downtime should surface to operators.

## If a connected tool is stale

Look for expired OAuth consent, changed permissions, renamed folders, moved fields, or provider downtime. Reconnect only after confirming the admin owner and the workflow that needs the connection.