Integrations

Every connector in this demo is simulated. Nothing connects to Gmail, Slack, ClickUp, accounting or any AI service.

Google Sheets import (simulated)

Only the Administrator role can confirm mappings and change connector settings. You can view status.

ClickUp Simulatedhealthy

project management · authoritative for Projects, Milestones, Tasks, Time entries

Last successful sync: Oct 5, 2026 (today)
Records synced: 0

Permission scopes

✓ Read spaces, folders, lists
✓ Read tasks & time tracking
✗ Write tasks · Not requested: OpsInstinct is read-only

Included

Client Delivery space
Internal Ops space

Excluded

People & HR space (Excluded by administrator)

Google Workspace Gmail Simulatedhealthy

communications · authoritative for Client email threads

Last successful sync: Oct 5, 2026 (today)
Records synced: —

Permission scopes

✓ gmail.readonly (authorized mailboxes only) · Domain-wide delegation limited to listed mailboxes

Included

sofia@fieldwork.example
james@fieldwork.example
hannah@fieldwork.example
accounts@fieldwork.example

Excluded

dana@fieldwork.example (Executive mailbox not authorized for analysis)
people@fieldwork.example (HR mailbox excluded by policy)
Labels: Personal, Legal-privileged (Label exclusion)

Slack Simulateddegraded

communications · authoritative for Slack threads

Last successful sync: Oct 5, 2026 (today)
Records synced: —

Permission scopes

✓ channels:history (explicitly added channels)
✗ groups:history (private channels) · Only private channels the app is invited to
✗ Direct messages · Never requested

Included

#ext-harbor-pine
#ext-meridian
#ext-copperline
#ext-verdant
#ext-atlas
#ext-brightwater
#ext-kestrel
#delivery-harbor
#delivery-copperline
#delivery-atlas

Excluded

#leadership (Not authorized for analysis)
Direct messages (Out of scope)

Recent failures

2026-10-05: Slack Connect channel #ext-lumen: app not added by the channel owner on the client's side. No messages ingested since Aug 10. (#ext-lumen)

Accounting provider (to be selected) Simulatedstale

finance · authoritative for Invoices, Payments, Bank balance

Last successful sync: Oct 4, 2026 (1 day ago)
Records synced: —

Permission scopes

✓ Read invoices, payments, bank balance
✗ Read journals · Not required in phase one

Included

Accounts receivable
Bank feed (operating account)

Excluded

Payroll journals (Compensation sourced from restricted Sheets dataset)

Recent failures

2026-10-05: Morning sync timed out after 3 retries; using last successful sync from Oct 4, 23:00.

Google Sheets Simulatedstale

spreadsheet · authoritative for Compensation & employer costs, Billable rates, Contracts, Project budgets, Direct expenses (supplementary)

Last successful sync: Sep 1, 2026 (34 days ago)
Records synced: —

Permission scopes

✓ drive.file read-only (selected spreadsheets)

Included

Fieldwork Finance Workbook
Compensation 2026 (restricted)
Resourcing & Rates

Excluded

CRM (not selected) Simulatednot configured

crm · authoritative for Pipeline (future)

Last successful sync: Never
Records synced: —

Permission scopes

HRIS (not selected) Simulatednot configured

people · authoritative for Time off, roles (future)

Last successful sync: Never
Records synced: —

Permission scopes

Entity mapping

External names matched to clients and projects. Low-confidence matches wait for review instead of being merged silently. 3 need review.

External name	Source	Suggested match	Confidence	Status	Decision
Harbor & Pine / Website 2026 cu_fold_118	ClickUp	Harbor & Pine Hotels Exact name match, confirmed by Ryan Walsh	high	confirmed	Admin only
Meridian HP / Portal cu_fold_121	ClickUp	Meridian Health Partners Alias match (Meridian HP)	high	confirmed	Admin only
NW Cycles / North Wind discovery cu_fold_140	ClickUp	Northwind Cycles Ambiguous: 'NW' also matches an archived prospect 'Northwest Dental'	medium	needs review	Admin only
#ext-lumen C07LUMEN	Slack	Lumen Analytics

Import history

No imports yet in this demo session.

External name

Source

Suggested match

Confidence

Status

Decision

Harbor & Pine / Website 2026

cu_fold_118

ClickUp

Harbor & Pine Hotels

Exact name match, confirmed by Ryan Walsh

high

confirmed

Admin only

Meridian HP / Portal

cu_fold_121

ClickUp

Meridian Health Partners

Alias match (Meridian HP)

high

confirmed

Admin only

NW Cycles / North Wind discovery

cu_fold_140

ClickUp

Northwind Cycles

Ambiguous: 'NW' also matches an archived prospect 'Northwest Dental'

medium

needs review

Admin only

#ext-lumen

C07LUMEN

Slack

Lumen Analytics