Lesson 9 · Pro

Connectors: bring in HubSpot, Notion, Gmail and more

Connect tools like HubSpot, Notion, Gmail and Jira to Copilot, use them for client prep, approve write actions safely and know what needs IT.

Last checked 8 Nov 2026

Pro lesson

Tool plan needed: Licence · IT must enable

By the end: By the end: you know which connectors your organisation offers, you've run a read-only test and a client brief, and you have an email ready if you need IT to enable one.

20 min

Works on: work_free, m365_copilot

Steps in this lesson

1. See and connect your available connectors
2. Run a read-only test
3. Prepare for a client call
4. Approve write actions safely
5. Create a CRM task with approval
6. Ask IT to enable a connector

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