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Which Connectors to Set Up First

Where connectors live in MorningAI, what each one unlocks, and a sensible order to set them up: social and Google first, then your store, your inbox, and the tools your team works in.

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MorningAI does its best work when it can see the tools you already use. Connectors are how that happens: your store feeds Product DNA, your social accounts become publishing channels, your analytics show up in Channels, and the Agent can read your inbox, your files and your team's conversations. This guide shows where connectors live, what each one unlocks, and a sensible order to set them up.

Where to connect

Each tool you connect gives the Agent your real catalog, numbers and conversations to work from, and a place to send finished work, such as a scheduled post or an email draft.

Connect them from DNA → Connectors or from the Agents composer, under + → Connectors.

What each connector unlocks

ConnectorWhat it doesGuide
Facebook, Instagram, LinkedInPublish and schedule posts from the Calendar; post performance in ChannelsFacebook, Instagram, LinkedIn
Shopify, WooCommerceSync your catalog into Product DNA; ask about sales and inventory (Shopify)Shopify, WooCommerce
GoogleSearch Console and Google Analytics in chat and in Channels → WebSearch Console, Google Analytics
KlaviyoBuild and report on email campaigns; Channels → EmailKlaviyo
Microsoft 365Outlook mail and calendar, OneDrive and SharePointMicrosoft 365
Gmail, Google Drive, Google CalendarYour inbox, files and schedule in chatGmail, Google Drive, Google Calendar
NotionRead and update pages and databasesNotion
SlackCatch up on channels; send or schedule messagesSlack
SalesforceAsk about accounts, contacts, opportunities and casesSalesforce
HubSpotLook up and update contacts, deals and lists, report on campaigns, and save marketing email draftsHubSpot
ApolloFind and enrich prospects, build lists, and load email sequencesApollo
GitHubLets the Website Agent change your siteGitHub
SanityDraft, schedule and publish CMS content from chatSanity

A sensible order

  1. Social and Google first. Facebook, Instagram, LinkedIn, Search Console and Google Analytics take a minute each and immediately fill the Calendar and Channels with real data.
  2. Your store. Shopify or WooCommerce syncs your products into Product DNA, so everything the Agent writes references real names and prices.
  3. Your own inbox and files. Gmail, Drive and Calendar, or Microsoft 365, depending on what your company runs on. Each teammate does this for themselves.
  4. The tools your team works in. Klaviyo if you send email, Slack if decisions happen there, Notion if that is where briefs live, Salesforce or HubSpot for your CRM, and Apollo if you prospect.
  5. GitHub and Sanity when you are ready to let the Agent change your website or publish to your CMS.

Bringing a connector into a request

Once connected, you rarely need to mention a connector by name. Ask the Agent a question and it uses what is connected. To point it somewhere specific, type @ in the composer and pick the connector, or open + → Connectors to see what is available.

Next Steps

Start with the channel you post to most: connect Facebook, Instagram or LinkedIn. Questions about permissions, disconnecting or admin approval are answered in Connectors: Common Questions.

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