INTEGRATIONS
Connect to 600+ platforms, right out of the box.
Use Charli AI with the tools and software you’re already using in your business.
Charli AI has a vast array of 600+ integrations available for use right out of the box. Align Charli with the software, tools, and products you use every day so you can get more done, in less time, than ever before. Below is a list of key integrations pre-configured inside of Charli, with literally hundreds more ready for use with minimal configuration.
Snowflake
Supports integration with Databricks to query and pull data from the cloud as well as update data in the cloud.
Cherre
Supports integration with Cherre for access to real estate information in the United States.
Factset
Integration with FactSet Research to query and pull data, news, and documents. This integration supports both the Formula and Document APIs of FactSet.
Databricks
Supports integration with Databricks to query and pull data from the cloud as well as update data in the cloud.
Astrella Vault
Supports integration with Astrella Vault for uploading files.
Arc GIS Open Data
Supports integration with Open Data systems and ArcGIS to get location details based on an address.
Salesforce
Provides ability to create and access customer data and specific deal information
Oracle
Connect to Oracle ERP and access company records and information
MS Teams
Supports integration with MS Teams to get video conference event recordings and transcripts
Monday
Allows to access project management data in Monday.com such as tasks, notes and files
MS SharePoint
Supports integration with MS Sharepoint for uploading files.
SEC EDGAR
Supports integration with SEC EDGAR for looking up company details, querying form filings and generating PDF files.
Tableau
Supports integration with tableau to connect data visualizations with research & analysis reports.
Google Search
Integrates with Google Search to perform searches on content that can be added to Charli and analyzed
Google Scholar
Integrates with Google Scholar to perform searches on content that can be added to Charli and analyzed
Bing
Integrates with Bing to perform searches on content that can be added to Charli and analyzed
Google Address Validation
Supports Google Address Validation for verifying address locations and normalizing addresses.
MS Outlook Calendar
Provides access to appointments and conference call parameters which allows call transcripts to be processed
DuckDuckGo
Integrates with DuckDuckGo to perform searches on content that can be added to Charli and analyzed
Expensify
Supports integration with Expensify to store expense details such as receipts and invoices.
Webex
Supports integration with Webex to get video conference event recordings and transcripts
NewsAPI
Integrates with NewsAPI to perform searches on news content that can be added to Charli and analyzed
Google Calendar
Provides access to appointments and conference call parameters which allows call transcripts to be processed
ClickUp
Allows to access project management data in Click-Up such as tasks, notes and files
Jira
Supports integration with Jira to create new tickets, search tickets, get tickets and attach files to tickets
HubSpot
Provides ability to create and access customer data and specific deal information
Slack
Supports integration with Slack for publishing messages and sharing content on Slack channels.
Zoho
Provides ability to create and access customer data and specific deal information
Google Drive
Supports integration with Cherre for access to real estate information in the United States.Supports integration with Google Drive for uploading, moving and searching files.
MS OneDrive
Supports integration with MS OneDrive corporate accounts for storing and moving files. This implementation is for Microsoft business accounts and does not work with personal OneDrive accounts.
Box
Supports integration with Box for uploading files.
Dropbox
Supports integration with Dropbox for storing and moving files.
MS Excel Spreadsheet Generator
Supports integration with MS Office for creating spreadsheets based on templates.
Docmosis
Supports integration with Docmosis to generate reports in MS Word and PDF.
LTSA BC
Integrates with LTSA to perform land title searches in British Columbia as well as order and get land title information.
