Stop Switching Between Tools & Make Them Talk to Each Other

Integrate your tech stack seamlessly and set up automations that save you 5-10 hours every week while you focus on what matters most.

Your tools should work for you, not the other way around

Tired of copying and pasting between platforms? Switching tabs endlessly? Your tech stack should flow seamlessly… and now it can.

In this session, you'll integrate Suits with your existing tools so your agents can access real-time data automatically. Then you'll set up automations that run in the background, handling repetitive tasks while you focus on strategy.

This is where you reclaim hours every single week.

Vix Retaino
Suits Academy Host and Agency 6B Founder

What You'll Discover in This Session

Seamless Integrations

Connect 50+ tools including Google Drive, SharePoint, CRM, project management, and more—so data flows automatically without manual work.

Seamless Integrations

Connect 50+ tools including Google Drive, SharePoint, CRM, project management, and more—so data flows automatically without manual work.

Seamless Integrations

Connect 50+ tools including Google Drive, SharePoint, CRM, project management, and more—so data flows automatically without manual work.

Intelligent Automation

Set up workflow triggers, scheduling, and notifications that handle repetitive tasks in the background while you sleep.

Intelligent Automation

Set up workflow triggers, scheduling, and notifications that handle repetitive tasks in the background while you sleep.

Intelligent Automation

Set up workflow triggers, scheduling, and notifications that handle repetitive tasks in the background while you sleep.

Real-World Examples

See exactly how agencies like yours are using automations to save time, eliminate errors, and scale without adding headcount.

Real-World Examples

See exactly how agencies like yours are using automations to save time, eliminate errors, and scale without adding headcount.

Real-World Examples

See exactly how agencies like yours are using automations to save time, eliminate errors, and scale without adding headcount.

What You'll Walk Away With

Connected tools that talk to each other automatically eliminating copy-paste busywork

Automations tailored to your process that save 5-10 hours per week on manual tasks

Workflow triggers that run on schedule so nothing falls through the cracks

Data security and privacy controls that keep all your client information safe and separate

Confidence that your systems work reliably even when you're not watching them

Who Should Watch This Session

This session is perfect for:

Agency owners taking their first steps with AI

Teams who want to start together on solid ground

Anyone who's felt overwhelmed by AI and needs a clear starting point

Consultants ready to organize their expertise into scalable systems

What You'll Need

Before the session:

List of tools you currently use (CRM, project management, storage, etc.)

Admin access or login credentials for key platforms

Notes on repetitive tasks you'd love to automate

Examples of workflows that currently require manual steps

During the session:

Your laptop with Suits.ai access

Access to the tools you want to connect

Session workbook for mapping automations

After the session:

1 hour to complete your key integrations

Time to test automations with real scenarios

Team walkthrough of new automated workflows

Before the session:

List of tools you currently use (CRM, project management, storage, etc.)

Admin access or login credentials for key platforms

Notes on repetitive tasks you'd love to automate

Examples of workflows that currently require manual steps

During the session:

Your laptop with Suits.ai access

Access to the tools you want to connect

Session workbook for mapping automations

After the session:

1 hour to complete your key integrations

Time to test automations with real scenarios

Team walkthrough of new automated workflows

Before the session:

List of tools you currently use (CRM, project management, storage, etc.)

Admin access or login credentials for key platforms

Notes on repetitive tasks you'd love to automate

Examples of workflows that currently require manual steps

During the session:

Your laptop with Suits.ai access

Access to the tools you want to connect

Session workbook for mapping automations

After the session:

1 hour to complete your key integrations

Time to test automations with real scenarios

Team walkthrough of new automated workflows

Common Questions About This Session

Which integrations should I set up first?

Start with your most-used tools—typically Google Drive or SharePoint for document storage, your CRM for client data, and your project management tool. These create the biggest immediate impact. You can always add more integrations later as you see what's possible.

Is my data secure when I connect these tools?

Absolutely. Suits uses enterprise-grade security with full encryption and is SOC 2 Type 2 certified. Your client data never trains external models, and each firm's data remains completely separate. We'll walk through all security controls in the session so you feel completely confident.

What if the tool I use isn't in the integration library?

Suits integrates with 50+ popular tools, but if yours isn't listed, there are often workarounds using Zapier or API connections. We'll show you options during the session, and you can always bring specific questions to office hours.

Can I turn off automations if I need to?

Yes! Every automation can be paused, edited, or deleted anytime. You have complete control. Many agencies start with automations in "test mode" to make sure they work perfectly before fully deploying them.

What happens if an automation fails or encounters an error?

You'll receive notifications if something doesn't work as expected, and you can set up backup workflows or manual review steps. We'll show you how to build in safeguards so you're never caught off guard.