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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

Section titled “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

Section titled “Connect a tool”
  1. In Slack, DM 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 when the connection is live, usually within a few seconds.

Tools Dash supports out of the box

Section titled “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, and deal stages.
  • 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 1,000 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

Section titled “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

Section titled “Disconnect a tool”

To disconnect a tool, you have two options:

  • DM Dash and say disconnect HubSpot (or whichever tool). Dash will revoke its own access and confirm in Slack.
  • Go to the tool itself (for example, HubSpot’s connected apps settings) and revoke Dash there. Same result.

What’s next

Section titled “What’s next”