nineAdd Nine to Slack

Google Docs and Salesforce.
A more connected handoff.

Give Nine access to Google Docs and Salesforce and delegate work across the connected tools. You choose the accounts and actions it can use.

Google DocsSalesforce
Add Nine to Slack Explore the work

What can Nine do here?

Explore the available capabilities. Actions depend on your connected accounts and the access you grant.

Google Docs

Work from existing material

  • Find and read documents

    Search documents and retrieve their text and structure to gather context or prepare an update.

  • Start from a useful template

    Copy an existing document and replace the text that needs to change for the next task.

Produce the next draft

  • Create and edit documents

    Build documents from text or Markdown and update sections or existing content.

  • Make the result easy to read

    Add tables, images, lists, headers, footers, and document styling for a clear deliverable.

  • Export a shareable version

    Export the finished document as a PDF for the next reviewer or customer handoff.

Salesforce

Read the customer picture

  • Find records and their relationships

    Search accounts, contacts, leads, opportunities, and other accessible objects for a customer or pipeline brief.

  • Pull reporting context

    Run supported CRM queries and retrieve reports, dashboards, list views, and record counts.

Keep CRM work moving

  • Maintain records and next steps

    Create or update customer and opportunity records, add notes or tasks, and maintain campaign membership.

  • Handle larger record updates

    Use supported batch, composite, and bulk-data actions for an agreed import or CRM maintenance task.

  • Work with your custom CRM structure

    Inspect or maintain custom objects, fields, and validation rules for the way your organisation works.

Connect the context. Agree the handoff.

Google Docs

Connect your Google account during onboarding and choose the document and file actions Nine can use.

Salesforce

Connect your Salesforce organisation during onboarding and choose the record, reporting, and operational actions Nine can use.

Keep access scoped.

Connecting tools does not give everyone access to everything. Nine works within the context and actions authorised for the person or team it is working with.

What would you like Nine to do across Google Docs and Salesforce?

Start with one useful task. Connect the context Nine needs, and bring the result back to your team.

Add Nine to Slack Talk to the founder

Your first
useful handoff.

Join the early-access list. Tell us what you’d like Nine to do and which tools it needs.

No purchase commitment. This joins the list; it doesn’t create an account or book a call.