Connecting an integration in Ex.Brain is a simple, secure process that brings your external platform data into Ex.Brain as usable Blocks.
This page covers:
- Where to access integrations
- How to complete the connection process step by step
- What happens after connection
Step 1 – Open the Integration Center #
- Go to Block Management from the left sidebar
- Make sure you’re on the Blocks tab
- Scroll to the Integrations section
You’ll see a grid of cards for platforms like QuickBooks, Google Drive, TOAST, Resy, and more.
Step 2 – Choose an Integration to Connect #
Active integrations are shown in a lighter background and have a Connect button.
Click the card for your desired service. A setup window will appear.
Step 3 – Complete the Setup Form #
Depending on the provider, you’ll see one of the following connection methods:
OAuth Login #
- Most common and secure method
- Log in to your third-party account directly from the Ex.Brain popup
API Key or Token #
- Copy your API key from the source app
- Paste into the Ex.Brain form
Additional Fields: #
Field | Description | Required? |
Block Category | Choose which Block Category the data should belong to | ✅ |
Workspace(s) | Assign the Block to one or more locations or teams | ✅ |
Block Description | Optional summary to help Ex.Brain contextualize the data | Optional |
Step 4 – Confirm & Sync #
After completing the setup:
- Click Connect
- You’ll see a confirmation message and loading spinner
- The system will begin pulling data into Ex.Brain and create one or more Integration Blocks
You can view these Blocks in the Block Inventory and use Ex.Brain to ask questions about the imported content.
Security & Permissions #
- Ex.Brain does not store your third-party login credentials
- Tokens and OAuth authorizations are securely stored and encrypted
- You can revoke access at any time from the Integration Settings panel (coming soon)
What Happens Next #
- Your data is now visible in Block Inventory
- The Blocks are automatically categorized and linked to the selected Workspaces
- Ex.Brain can now respond to questions using this data
Example: “Summarize the last 30 invoices from QuickBooks” or “What meetings are scheduled in my Google Calendar today?”