Connectors

Surfboard integrates with your existing tools and platforms through secure connectors that bring your data into one unified workspace.

All Connectors

Don't see what you need? Request a new connector.

Security & Privacy

You're in charge. Surfboard only reads when you ask, only acts with your approval, and logs everything it does.

No password sharing – You sign in directly with each service
You choose what's connected – Pick exactly which tools Surfboard can see
Surfboard reads only when you ask – It looks at your data when you ask, not before
Writes always need your approval – Before sending an email, creating a file, or posting a message, Surfboard shows you what it's about to do and waits for your okay
Spam & Trash Protection – Surfboard requires explicit approval before searching junk, spam, or deleted email folders
Full activity history – Every action Surfboard takes is recorded, so you can see exactly what happened and when
Disconnect anytime – Remove any connector through Settings

Surfboard's use and transfer of raw or derived user data received from Google Workspace APIs adheres to the Google API Services User Data Policy, including the Limited Use requirements. This includes but is not limited to Gmail, Google Calendar, Google Drive, and Google Meet.

Airtable

Access bases, tables, records, and views from Airtable. Useful for pulling structured data into briefs, building dashboards from ops or CRM data stored in Airtable, or cross-referencing records with your other sources.

Try these prompts:

"Show me all open items in the Content Calendar base"
"Pull the latest records from the Leads table"

AppFolio

Access property management data including properties, units, tenants, leases, work orders, financial records, vendor bills, and HOA data from AppFolio. Used by property managers and operations teams to pull rent rolls, GL detail, and maintenance status directly in Surfboard.

How to configure:

Log in to AppFolio as a System Administrator
Go to Settings → Administration → API Access
Create an API client and copy your Developer ID, Client ID, and Client Secret
In Surfboard, go to Settings → Connections → AppFolio
Enter your Developer ID, Client ID, and Client Secret, then click Connect

Each AppFolio connection maps to a single database (one property management portfolio).

What you can do:

Check tenant and lease status across properties
Pull rent rolls, delinquent charges, and tenant ledger history
Review work order status and maintenance activity
Query GL transactions by property and date range (date_from, date_to, and property_id are all required for GL queries)
Access HOA data including homeowner ledgers, violations, and board roster

Try these prompts:

"Which tenants are past due on rent this month?"
"Show me open work orders for the Maple Street property"
"Pull GL transactions for property 123 between Jan 1 and Mar 31"
"What are the delinquent charges across all properties?"

Asana

Access your tasks, projects, sections, and Work Graph data from Asana. Useful for building sprint dashboards, pulling task assignments, and surfacing blockers alongside your other sources.

Try these prompts:

"What tasks are assigned to me this week?"
"Show me all overdue items in the Q2 Launch project"

Dropbox

Access files, folders, and shared content from Dropbox. Works alongside Google Drive and OneDrive to give Surfboard visibility into files regardless of where your team stores them.

Try these prompts:

"Find the signed contract for the Acme deal in Dropbox"
"What files were shared with me this week?"

Fathom

Access meeting recordings, transcripts, summaries, and action items from Fathom. Works alongside Granola and Fireflies to give Surfboard visibility into recorded meetings regardless of which tool your team uses.

Try these prompts:

"What were the key decisions from my Fathom call with Acme yesterday?"
"Show me action items from this week's recorded meetings"

Fireflies

Access meeting transcripts, summaries, and action items from Fireflies. Surfboard pulls recorded meetings into project briefs, customer summaries, and post-call follow-ups.

Try these prompts:

"What were the key takeaways from yesterday's Acme call?"
"Show me action items assigned to me from this week's meetings"

Gmail

Access email labels, messages, threads, drafts, and attachments. Connect multiple Gmail accounts.

Key features:

Multiple accounts – Connect work + personal
Advanced search – Find by sender, subject, labels, date
Conversation threads – View entire email threads
Attachments – Access and download attachments
Label filtering – Filter or exclude specific labels in Settings to control which emails Surfboard can access

Try these prompts:

"Show me unread emails"
"Emails from my manager about the project"

GitHub

Access pull requests, issues, commits, code reviews, and repository activity. Connect multiple repositories across your organization to get a unified view of engineering work.

What you can do:

Connect multiple repositories from the same or different organizations
View pull requests, issues, and their status across repos
See commit history and author information
Read code reviews and comments
Search by author, date, labels, or status
Aggregate activity across teams for sprint boards

Try these prompts:

"Show me open pull requests across all connected repos"
"What did the platform team ship last week?"
"List unresolved issues labeled 'bug' in the API repo"

Google Calendar & Tasks

Access your calendar events, availability, task lists, and tasks.

What you can do:

Ask about upcoming events and meetings
Check your availability
View and search your tasks
Find events by keyword or time range

Try these prompts:

"Show me my meetings for next week"
"Am I free on Friday afternoon?"
"What tasks are due this week?"

Google Drive

Access files, folders, documents, spreadsheets, slides, comments, and permissions.

What you can do:

Search files across My Drive and Shared Drives
Read Google Docs, Sheets, and Slides content
View file metadata and permissions
Track file changes and collaboration

Try these prompts:

"Find files containing 'quarterly report'"
"Who has access to this file?"

Google Meet

Access conference records, participant information, and meeting transcripts.

Important requirements

Google Workspace required – Business Standard or higher
30-day retention – Transcripts available for 30 days
Transcription must be enabled – Host must enable

Try these prompts:

"Get the transcript from yesterday's meeting"
"Who attended the project sync?"

Granola

Access meeting notes and transcripts from Granola. Surfboard incorporates Granola's structured meeting summaries into project boards and customer briefs.

Try these prompts:

"What action items came out of yesterday's customer call?"
"Summarize all meetings with the Acme team this month"

HubSpot

Access contacts, deals, companies, and engagement data from HubSpot. Surfboard pulls CRM context into account health boards, QBR boards, and pipeline dashboards.

Try these prompts:

"Show me deal activity for Acme Corp this quarter"
"Which contacts haven't had engagement in the last 30 days?"

Linear

Access issues, projects, cycles, and team workloads from Linear. Pairs well with GitHub for unified sprint boards that track both issue progress and PR activity.

Try these prompts:

"What's the current sprint progress for the Platform team?"
"Show me all high-priority bugs assigned this cycle"

Logfire

Access traces, logs, and observability data from Logfire. Particularly useful for incident post-mortems — Surfboard can stitch Logfire traces with GitHub issues and Slack conversations to auto-generate incident timelines.

Try these prompts:

"Show me error traces from the payments service in the last 24 hours"
"What happened during the 2am incident on Tuesday?"

Microsoft OneDrive & SharePoint

Access files from OneDrive along with SharePoint sites and document libraries. Works alongside Google Drive and Dropbox to give Surfboard visibility into files no matter where your team stores them.

What you can do:

Search and read files stored in OneDrive
Access shared folders and team files
Search across SharePoint sites and document libraries
View file metadata and recent activity

Try these prompts:

"Find the Q3 budget spreadsheet in OneDrive"
"Show me files shared in the Marketing SharePoint site"

Microsoft Teams

Access channels, chats, and messages from Microsoft Teams. Works alongside Outlook, OneDrive, and SharePoint for full Microsoft 365 coverage — useful for surfacing decisions buried in channel threads or summarizing activity across team conversations.

Try these prompts:

"What was discussed in the #eng channel yesterday?"
"Find messages from John about the Q3 roadmap"

Notion

Access pages, databases, and workspace content from Notion. Useful for pulling in product specs, team wikis, meeting notes, and planning content.

Try these prompts:

"Summarize our product roadmap from Notion"
"What decisions were captured in last week's team meeting notes?"

Outlook (Email & Calendar)

Access mail folders, messages, attachments, and calendar events through your Outlook account. Connect multiple accounts for work and personal use.

Email:

Multiple accounts – Connect work + personal
Advanced filtering – Find by folder, sender, subject, date
Full-text search – Search subject, body, sender
Attachments – Access and download attachments

Calendar:

Check availability and upcoming meetings
Search events by keyword or time range
View event details and participants

Try these prompts:

"Show me unread work emails"
"Emails with attachments from this week"
"What meetings do I have tomorrow?"

PostHog

Access product analytics, feature flag status, and event data from PostHog. Useful for pulling usage metrics into campaign boards or customer health boards.

Try these prompts:

"What's the adoption rate for the new onboarding flow?"
"Show me weekly active users over the last month"

Shopify

Access orders, products, customers, and inventory from your Shopify store, plus run ad-hoc queries against the Admin GraphQL API. Useful for surfacing fulfillment status alongside support conversations, building revenue dashboards, or pulling product catalogs into customer briefs.

Try these prompts:

"Show me orders from this week with delivery delays"
"Which products had the most refunds last month?"
"Pull SKU and inventory levels for the holiday catalog"

Slack

Access workspace channels, messages, direct messages, user information, and files.

Key features:

Real-time data – Always shows current messages
DM access – Direct messages and group DMs
Advanced search – Find by user, channel, date, keyword
File access – Download shared files

Try these prompts:

"What did I say in #general yesterday?"
"Messages from Ben about the launch"

Sling

Access and manage employee schedules, shifts, timesheets, payroll summaries, and labor cost data from Sling. Useful for operations teams who need to check staffing, create shifts, manage leave, and post announcements - all without leaving Surfboard.

What you can do:

Check shift schedules across the organization
Pull timesheet and payroll data for a date range
Identify leave requests and schedule gaps
Summarize labor cost by team or location
Create and update shifts (requires your approval before saving)
Submit and approve leave requests (requires your approval)
Post org-wide announcements (requires your approval before posting)

Write actions require your approval

Creating shifts, updating schedules, approving leave, and posting announcements all require your explicit confirmation before Surfboard sends anything to Sling.

Try these prompts:

"Who is working the early shift tomorrow?"
"Show me the schedule for the Seattle location this week"
"Summarize payroll hours for the last two weeks"
"Schedule Alex for a close shift on Friday from 6pm to 10pm"
"Approve the leave request from Maria for next Monday"
"Post an announcement to all staff about the Friday schedule change"

Stripe

Access customer, subscription, invoice, and payment data from Stripe. Useful for enriching account health boards with billing context and tracking revenue signals alongside CRM data.

Try these prompts:

"What's the current MRR for enterprise accounts?"
"Show me failed payments in the last week"

Wix

Access your website content and business data from Wix. Useful for tracking page activity, form submissions, and other site signals alongside your other sources.

Try these prompts:

"What pages are published on my Wix site?"
"Show me recent form submissions from my site"

Zapier

Connect Surfboard to 9,000+ apps through Zapier's MCP integration. If your tool isn't natively connected to Surfboard, Zapier can bridge the gap — letting Surfboard read data from or trigger actions in almost any application.

How to connect:

Go to Settings → Connections → Zapier
Follow the MCP setup flow at /connect-mcp
Authenticate with your Zapier account
Enable the integrations you want Surfboard to access

Try these prompts:

"Pull the latest records from my Zapier-connected CRM"
"Trigger a Zapier automation when my weekly report board updates"

Zoom

Access past meetings, cloud recordings, transcripts, summaries, and participant data.

Important limitations

Host-only access – Only meetings you hosted are available
Processing time – Recordings take 5-30 minutes to appear after meeting ends
Cloud recordings only – Local recordings cannot be accessed

Try these prompts:

"Get the transcript from yesterday's team meeting"
"Who attended the project kickoff?"

Check that you're still signed in (Settings → Connections)
Try reconnecting the connector
Make sure you have necessary permissions

"No results found"

Verify you have access to that data in the original service
Check your search terms and date filters
For Gmail, check if label restrictions are blocking results

Managing Your Connectors

Disconnect: Go to Settings → Connections and click "Disconnect"
View permissions: Click on a connector to see what Surfboard can access
Add accounts: For Gmail and Outlook, click "Add Account" to connect additional accounts

Airtable

AppFolio

Asana

Dropbox

Fathom

Fireflies

Gmail

GitHub

Google Calendar & Tasks

Google Drive

Google Meet

Granola

HubSpot

Linear

Logfire

Microsoft OneDrive & SharePoint

Microsoft Teams

Notion

Outlook

PostHog

Shopify

Slack

Sling

Stripe

Wix

Zapier

Zoom

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