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Companion Apps

Companion apps extend what Companion can do by giving it access to external tools. Install them from the Marketplace to let Companion create tasks, query your CRM, send emails, and more.

How to browse the Marketplace

  1. Click Companion in the sidebar.
  2. Open the Marketplace.
  3. Switch to the Apps tab.

Apps are organized by category so you can find what you need quickly.

App categories

CRM & Sales apps connect Companion to your customer data. Currently available apps include Attio, HubSpot, and Pipedrive. Salesforce and Close are coming soon. These let Companion look up contacts, reference deal information, and log meeting activity in your CRM.

Communication & Meetings apps connect Companion to calling and messaging platforms. Available apps include Aircall, Dialpad, Gong, Intercom, and JustCall. These give Companion access to call data and communication history beyond what's recorded directly in Harmony.

Productivity apps let Companion interact with your day-to-day tools. Available apps include Asana, Atlassian, GitHub, Gmail, and Google Calendar, among others. With these installed, Companion can create issues, send follow-up emails, schedule meetings, and manage tasks on your behalf.

Installing an app

Each app card shows whether it's a Workspace app (set up by admins for the whole team) or a Personal app (set up by individual users).

To install a Companion app, start by browsing through the Marketplace until you spot the app you’d like to use. Simply click on its card to learn more. You’ll see exactly what permissions Companion will need in order to connect to this tool—take a moment to review these so you know what kind of access will be granted.

Once you’re comfortable, just follow the on-screen prompts to connect the app. Each app may have a slightly different process, but Companion will walk you through the steps, such as signing into your account or granting permissions as needed. After you’ve completed the connection, your new app will be ready for Companion to use!

Once installed, Companion can use the app's capabilities in your conversations. For example, after installing the Linear app, you can ask Companion to "Create a Linear ticket for the bug John mentioned in today's standup" and it will handle it.

Managing installed apps

Switch to the Installed tab in the Marketplace to see all apps currently connected. From there you can review permissions or disconnect an app.

By default, Companion asks for your permission before taking actions through apps. You can auto-approve specific actions in your User Preferences > Companion settings.