Skip to main content

Connecting to a SaaS provider

The Squid platform allows you to connect your application to the SaaS applications your business already uses. By integrating with these services, you can automate workflows, streamline processes, and enhance productivity with AI-driven automation.​

Why Connect SaaS applications?​

Many businesses rely on multiple SaaS tools for communication, project management, CRM, support, and more. Manually managing these services can be time-consuming and inefficient. By connecting Squid to your SaaS applications, you can:

  • Automate repetitive tasks, such as data entry, notifications, and reporting

  • Allow AI agents to pull relevant data from integrated services in real-time

  • Trigger workflows based on specific events or user interactions

  • Reduce manual intervention and improve operational efficiency

How it works​

Authorize Connections – Setup a SaaS connector by providing standard connection credentials, such as a domain name and an API key. Each connector has its own setup process. For more information locate the specific connector you are looking for in the documentation, or reach out to us for more support.

Add the SaaS connector to your AI agent's abilities – Allow the AI agent to interact with the SaaS connectors, enabling it to perform tasks like querying data, creating tickets, or sending notifications. For more information on abilities, check out our AI Agent Studio documentation.

Use AI-Driven Automation – By interacting with the AI agent, it will automatically trigger the appropriate SaaS connector to perform the requested action.

Conclusion​

By integrating Squid with your existing SaaS tools, you can unlock powerful automation capabilities, allowing your AI agents to streamline operations and improve efficiency across your business. Whether it's handling customer inquiries, managing sales data, or tracking projects, AI-powered automation can free your team from repetitive tasks and let them focus on more strategic work.