Simply AskingDocs

Integrations

Connect tools from Add → Sync from an app. Sync documents from Google Drive, Notion, Dropbox, Trello, Slack, and HubSpot CRM, or push content via custom webhooks from Zapier, n8n, and more.

Connected sources live on the Add page under the Sync from an app chip. Pick an app from the directory on the left, then connect and manage it in the workbench on the right. Check sync progress from the Syncs tab in the activity tray on Add — synced files are grouped under their sync run there rather than listed individually on the Uploads tab.

Looking for what was done on your behalf?: The record of emails drafted and calls made for you now lives on the Tasks page. Click "Acted on my behalf" at the top right of that page to see it. Manage your Gmail connection from Add → Sync from an app → Email.
Automatic syncNew and updated files are added automatically
Choose what to syncSelect specific folders, boards, or channels
Stays currentChanges in connected apps appear in Simply Asking

Each team member connects their own integrations. Connecting Google Drive links your personal Drive account. Your teammates each link theirs. This way the people closest to the work pick which folders matter, instead of one admin trying to curate everything.

Managers and above can connect by default. Members cannot, unless the Owner opts them in.

RoleConnect own integrationSee Team Integrations sectionDisable a member's connectionView audit logFlip the "Allow members" toggle
OwnerYesYesYesYesYes (Owner only)
AdminYesYesYesYesNo
ManagerYesNoNoNoNo
MemberOnly if the Owner has turned on the "Allow members" toggleNoNoNoNo
Owners only: the members toggle: On Add → Sync from an app, the Team Integrations section has a toggle labeled "Allow members to connect their own integrations." Off by default. Only the Owner can flip it. Admins cannot. Flip it on if you want every team member (not just Managers and above) to be able to connect their own integrations.
Why server-enforced, not just UI: These rules are enforced on the server in every relevant endpoint (the connect, disable, list, and audit-log routes), not just hidden in the UI. A user without the right role gets rejected at the API layer even if they reach the endpoint directly.
1

Open Sync from an app

Go to Add and choose Sync from an app.

2

Choose an App

Pick an app from the directory on the left, then click Connect in the workbench.

3

Authorize

Follow the authorization flow. You will leave Simply Asking to approve access, then return here to finish setup. This grants Simply Asking read access to your content.

4

Select Content

Open the Scope tab to choose what to sync (folders, boards, or CRM objects), then click Sync Now. Synced library items appear on Overview. Slack does not import messages. It lets you ask with /sa.

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