Connecting your other tools

How do I connect or disconnect Xero, Fergus, Gmail, Outlook, Asana, or other business tools to Green Weka?

What it does

Green Weka brings your business tools together, so you can see and use your emails, jobs, tasks, notes and calendar events in one place. Once connected, your assistant can answer questions about your work, money, tasks and schedule, saving you time and helping you stay organised.

You can connect these tools:

• Xero: See invoices, payments and quotes. For more, see the Xero help topic.
• Fergus: Pull in jobs, quotes, site visits, notes and tasks. See the Fergus help topic.
• Simpro: Manage jobs, leads and tasks. You'll need your Simpro build address to connect. See the Simpro help topic.
• HubSpot: Capture calls and emails to contacts, deals and tasks, and export action items. See the HubSpot help topic.
• Asana: Export action items and dictations as tasks. See the Asana help topic.
• Todoist: Export action items and dictations into your projects. See the Todoist help topic.
• Microsoft To Do: Export and manage tasks and reminders. See the Microsoft To Do help topic.
• Microsoft Planner: Needs a work or school Microsoft account. Export tasks and manage buckets. See the Microsoft Planner help topic.
• Microsoft OneNote: Save transcripts, recaps and notes into your chosen notebook and section. See the OneNote help topic.
• Outlook Calendar: Connect your calendar separately from Outlook mail. Add and check events. See the Outlook Calendar help topic.
• Google Calendar: Connect your calendar to add and check events. See the Google Calendar help topic.
• Gmail: Pull in emails and action items, send and reply using the assistant. See the Gmail help topic.
• Hotmail and Outlook: Connect your inbox, send and receive emails through the assistant. See the Outlook help topic.
• Claude: Connect Claude to your Green Weka data. The Claude card has a "Connect in Claude" button that opens the connector directory. See the Claude help topic.

Each tool has its own help topic with more details. If you need help with a specific tool, search for its name in the help centre.

How to set it up

On your dashboard, find the Active Connections card. Here you can see what’s already connected, the sync status, and the last time each tool synced. To add a new tool, tap the + Add button. Choose the tool you want, then follow the prompts to sign in and give permission. For Simpro, enter your build address when asked. Once connected, the tool will show up on your Active Connections card.

To disconnect a tool, open the menu next to it on the Active Connections card and choose Disconnect. You can reconnect it later if you need to.

Sync status

Each connected tool shows a status and the last time it synced. If something isn’t syncing, you’ll see a warning. Most of the time, syncing is automatic and quick. If you notice a tool hasn’t updated, try disconnecting and reconnecting it.

Tips

• Only connect the tools you use. There’s no need to connect everything.
• Outlook Calendar is a separate connection from Outlook mail. Connect both if you want email and calendar features.
• Microsoft Planner needs a work or school account, not a personal one.
• You can connect both Gmail and Outlook if you use both.
• Disconnecting stops new data coming in, but doesn’t remove what’s already there.
• Check sync status now and then, especially if you’re waiting for new info.

For step-by-step help with a specific tool, check its help topic or search by name.