The Modern Executive's Dilemma
Last decade of rapid IT development fragmented all your knowledge. The more tools you implement, the more your most critical information gets scattered.
We experienced this first hand:
Key client details are in your CRM, important decisions are buried in email threads, follow-up actions are mentioned in Linkedin chat messages, and your calendar dictates your day.
Managing these disconnected sources is a constant, time-consuming challenge.
Many professionals hesitate to adopt new software because they fear it means replacing the tools they already know and trust.
Klipy was built to solve this problem from the beginning, not by replacing your stack, but by unifying it.
The AI Executive Secretary Philosophy
Think of Klipy as your AI Executive Secretary.
Like a world-class assistant, Klipy works quietly in the background to serve you. It securely connects to your existing applications - your email, calendar, CRM, and communication tools - to gather intelligence, prepare you for meetings, and develop a deep understanding of your client relationships.
The result is a clear, proactive dashboard that gives you a daily game plan, just like this:
This is achieved by sitting "on top" of your current tools. You are always in command.
Klipy provides you with comprehensive briefings and, based on rules you set, can update your other systems with your permission. It automates the busywork so you can focus on the high-value relationships that drive your business.
And for professionals who are building their toolkit from the ground up, Klipy also comes equipped with a simple, powerful sales CRM, task manager, and knowledge management system, providing a complete solution right out of the box.
Connecting Your Secretary to Your Key Information
Giving your AI Executive Secretary access to your tools is like providing a new team member with the information they need to be effective.
Each connection you add makes Klipy more powerful and its insights more precise. Below are the key systems you can connect to Klipy, with dedicated guides to walk you through each step.
Core Workspace (Email & Calendar): Start here. This is the foundation of your productivity. Connecting your secretary to your primary communication lines allows it to understand your schedule, relationships, and conversations.
Meetings & Communications: Allow your secretary to monitor your calls and messages on platforms like Zoom, Microsoft Teams, and Slack. It will extract key action items, decisions, and sentiment, turning conversations into actionable intelligence.
CRM & Sales Platforms: Sync Klipy with your client database (e.g., Salesforce, HubSpot, Pipedrive, Attio). This allows Klipy to automatically enrich your CRM records with valuable context from your emails and meetings, eliminating manual data entry.
Workflow Automation (Zapier, Make, n8n): Teach your secretary to perform simple, automated tasks between Klipy and thousands of other applications. Think of these as digital instructions, like creating a follow-up task in your project manager after a sales call is logged in Klipy.
Developer Tools (API): For advanced users or organizations with unique needs, this provides a secure channel for your technical team to build custom connections to any in-house software, ensuring Klipy fits perfectly into your specific environment.
Your First Step to a Unified Workflow
The power of Klipy grows with each connection you make. The best way to experience this is to start with the most fundamental step: connecting your primary email and calendar.
This single action takes only a few minutes and will immediately begin to show you the power of a truly connected workflow.
What's Next in This Module
This module is your guide to connecting Klipy to every part of your professional life. In the articles that follow, we will explore each integration category in detail:
R5.2: Core Workspace Integrations
R5.3: Meeting & Communication Integrations
R5.4: CRM & Sales Integrations
R5.5: Workflow Automation (Zapier, Make, n8n)
R5.6: For Developers
R5.7: How to Disconnect an Integration or Troubleshoot Syncing Issues
Next Steps:
» Dive into Core Workspace Integrations (R5.2)