Once you’ve connected an integration and assigned it to a category and workspace, Ex.Brain turns the imported data into Blocks. These Integration Blocks behave just like any manually uploaded file—except they’re live, structured, and automatically updated.
Ex.Brain uses these Blocks to give you fast, contextual answers to operational, financial, and team-related questions.
This guide shows you how to:
- Query integration data with Ex.Brain
- Understand how permissions affect results
- Build AI workflows using your connected platforms
How Ex.Brain Uses Integration Blocks #
When you ask a question in the xBrain chat interface, Ex.Brain:
- Checks your access level and assigned workspace
- Searches your Block Inventory (including integration-generated Blocks)
- Interprets the data using context from Block metadata
- Returns a clear, conversational answer
Example: If you're in the Finance Department for the NY workspace, Ex.Brain will only reference QuickBooks data tagged to NY and accessible by your role.
Example Queries You Can Ask #
QuickBooks:
- “What were total expenses last quarter?”
- “How much do we owe vendors this month?”
TOAST (POS):
- “What was the top-selling menu item last weekend?”
- “Show me sales trends by hour for Branch 103.”
Google Calendar:
- “What meetings are on the schedule for the Ops Team this week?”
- “When is my next one-on-one with Lisa?”
Google Drive / Dropbox:
- “Search recent invoices from our shared folder.”
Access Control in Responses #
Ex.Brain’s responses are filtered based on:
- Your assigned Workspace(s)
- Your Access Level permissions
- The Block Categories you’re allowed to view
If you try to ask about data outside of your scope, Ex.Brain will respond with a message like:
“This information isn’t available to your role or location.”
Access Control in Responses #
Ex.Brain’s responses are filtered based on:
- Your assigned Workspace(s)
- Your Access Level permissions
- The Block Categories you’re allowed to view
If you try to ask about data outside of your scope, Ex.Brain will respond with a message like:
“This information isn’t available to your role or location.”
Real-Time & Scheduled Updates #
- Some integrations sync data live (e.g., Google Calendar)
- Others update on a daily or hourly basis (e.g., QuickBooks)
You can ask Ex.Brain about the latest data at any time—no need to re-upload anything.
Pro Tips for AI Success #
- Phrase questions naturally: “How are we doing on sales?” works better than “Pull Q2 POS aggregate JSON.”
- Ask follow-up questions to refine results
- Add context (workspace, product line, timeframe) to get precise answers