Connect your first tool

Dash gets more useful with every tool you connect. The first one takes about thirty seconds, and you only need to do it once per tool.

How connections work

Dash uses OAuth, the same standard log-in flow that lets you sign into apps with Google or Microsoft. You authorize Dash inside the tool itself. Dash never sees a password or an API key, and you can revoke access at any time from inside that tool’s settings.

Connect a tool

1. In Slack or Teams, message Dash and say what you want to connect. Examples:
   • connect HubSpot
   • connect Stripe
   • connect Google Sheets
2. Dash will reply with a one-click authorization link. Click it.
3. The tool’s normal “do you want to allow Dash to access your account?” page will appear. Read the scopes, then click Allow.
4. Dash will confirm in Slack or Teams when the connection is live, usually within a few seconds.

Tools Dash supports out of the box

Some of the most common ones, with a one-line note on what teams use them for:

• HubSpot for pipeline, contacts, deals and tickets, lists, and workflow enrollment.
• Stripe for MRR, churn, customer revenue, and invoice status.
• Google Sheets for any spreadsheet you already use as a source of truth.
• Google Calendar for “what does my week look like” and “schedule a follow-up”.
• Gmail for drafting and sending emails. Sends always require your approval.
• Notion for reading and writing pages, including weekly updates.
• Linear for issues, projects, and roadmap snapshots.

Dash supports more than 3,000 tools. If you do not see your tool above, just ask Dash. If it can connect, it will. If it cannot, it will tell you which alternative will work.

What Dash does NOT see

• Passwords. Ever. Dash uses OAuth, which is a different mechanism.
• API keys you have stored elsewhere. Dash never asks for them.
• Tools you have not connected. Dash cannot read a tool you did not authorize.
• Data inside your tools that your own user account would not see. Dash inherits your permissions, not more.

Disconnect a tool

Fully disconnecting is two steps. The first stops Dash immediately; the second removes the standing authorization in the tool.

1. Remove the connection in Dash. Message Dash and say disconnect HubSpot (or whichever tool), or remove it from the Tools page. Dash immediately stops reading from or acting on that tool.
2. Revoke the authorization in the tool. Removing the connection in Dash does not, on its own, remove Dash from the tool’s list of authorized apps. To fully sever access, revoke Dash from the tool’s own settings (for example, HubSpot’s Connected Apps page).

For HubSpot specifically, Connect HubSpot has the exact uninstall path.

What’s next

• How approvals work so you know what Dash will do before asking, and what it always asks about first.
• Back to Add Dash to Slack or add Dash to Teams if you have not finished installing yet.