Working Session: Understanding Connectors and Automation

​Linking your AI platform to email, calendar, and files, safely

​Connectors and automation are where AI starts to move from a chat window into your actual work: drafting replies from your inbox, finding a document in your drive, checking your calendar, or running a recurring task on its own. They're also where the most important questions about access and privacy come up. This working session explains what connectors are, how they work in Claude, Copilot, ChatGPT, and Gemini, and how to decide what to connect and what to leave alone.

​What we'll cover

• ​What connectors and integrations actually do, using the same terms you'll see in your platform's settings

• ​Setting up a connection to email, calendar, or files, step by step

• ​Permissions, scopes, and what the AI can and can't see once connected

• ​Simple automations worth trying, and what not to connect

​With: Will Mendoza-Torrico, Technology and Integration Lead, Complēre

​Part of Start Where You Are, a free Complēre Studio series of conversations, working sessions, and walkthroughs for philanthropy and nonprofit leaders. Sessions are recorded and shared; peer sharing portions are not recorded.