Integrations

Open the workspace switcher in the sidebar, choose Manage workspace, then select Integrations to connect third-party services to the current workspace.

Integrations are workspace-level. Workspace members can view this page, connect providers, toggle connected providers on or off, and reconnect providers when permissions need to be refreshed.

Supported Providers#

Perspective currently lists these integration providers:

• Slack - used for Slack invitations and Slack automation delivery.
• HubSpot - used by automation workflows that write to HubSpot.
• Gmail - used by automation workflows that send email through a connected Gmail account.
• Google Docs - used to export analysis highlights, pages, charts, and tables to a Google Doc.
• Notion - used to export analysis highlights, pages, charts, and tables to a Notion page.
• Confluence - used to export analysis highlights, pages, charts, and tables to a Confluence page.

The provider list is driven by the workspace integration registry, so the visible cards match what the app can connect.

Connect an Integration#

Click Connect on a provider card. Perspective opens the provider authorization flow in a popup. If the browser blocks popups, allow popups for Perspective and try again.

After a successful connection, the card shows:

• Connected status
• Connected account email when available
• Who connected it
• Connection time
• A Reconnect action
• An enabled or disabled switch

Providers That Need Extra Details#

A few providers ask for connection details before the authorization step. When you click Connect, Perspective opens a short Connect {Provider} dialog to collect them, then starts the provider authorization.

• Confluence asks for your Confluence site subdomain - the part before .atlassian.net (for example, acme for acme.atlassian.net/wiki). You can paste the full site URL and Perspective keeps just the subdomain. Perspective remembers it for future reconnects.

When the analysis assistant connects one of these providers for you during an export, it asks for the same details in the conversation instead of a dialog.

Enable, Disable, and Reconnect#

Use the switch on a connected card to enable or disable that integration for the workspace. Disabling an integration stops Perspective from using it, but it is not the same as revoking every external authorization.

Use Reconnect when:

• The connected account changed.
• The provider token expired.
• Perspective shows missing permissions.
• A provider added required scopes after you originally connected it.

For Slack and Gmail, Perspective checks required scopes. If scopes are missing, the card shows which permissions need to be granted and offers a reconnect action.

After reconnecting Slack, return to the Slack picker and click Retry. Channel search checks the full Slack workspace, so use search when the channel is deep in a large workspace instead of scrolling through every page of results.

How Integrations Are Used#

Integrations are the provider connections used by product workflows such as:

• Sending Slack interview invitations from the Invite Participants flow.
• Delivering automation notifications or records from Automations.
• Exporting analysis highlights, pages, charts, and tables to Google Docs, Notion, or Confluence from an Analysis Session. You can connect an export target the first time you export, or ahead of time from this page.
• Letting MCP integration tools discover connected providers when configuring automations.

Integrations vs Connected Apps#

Settings has two different external-access pages:

• Integrations are workspace-level provider connections Perspective can use for automations and notifications.
• Connected Apps are OAuth apps you personally authorized to access your Perspective account. Revoke those from Connected Apps.