The Integrations hub

What the Integrations hub is

Forwarding an email or dropping a file works, but it means you are the one remembering to do it. A direct connection removes that step: once you connect a tool, its data flows in on its own, on a schedule Verinode controls, without you exporting or forwarding anything. The Integrations hub is where every one of those direct, provider-level connections lives: QuickBooks Online, Microsoft 365 mail, Gmail, calendars, and the Verinode Notetaker. Each one is read-only, and each one only reads what you explicitly point it at.

This is not a replacement for forwarding documents or the Add Data button. It is a third way in, the one with no ongoing manual step, for the tools that support it.

Where to find it

Open Connect from the sidebar (/connect). The Connect page is a card slider of channels, in this order: Email forwarding, Integrations, Upload, Photo, Voice. Click the Integrations card to open the hub described here.

The trust strip

At the top of the panel, under the "Connect your tools." headline, a row of three pill labels always appears:

• Read-only access
• You choose what we read
• Encrypted at rest

This is the through-line for every provider on the page. You are handing Verinode access to some of the most sensitive data in the business, your books, your business mail, your meetings, so every wizard on this page restates it in its own words: what gets read, what never gets touched, and how to revoke it. None of these connections can send an email, move a calendar event, delete anything, or write back to the source tool. Verinode reads, and only what you scope it to.

The provider tiles

Below the trust strip, the hub lays out a grid of tiles, one per provider:

| Tile | What it connects | What it reads | |---|---|---| | QuickBooks Online | Your accounting books | Invoices, receivables, payments | | Microsoft 365 | Outlook business mail | The folder you choose | | Gmail | Google Workspace mail | The label you choose | | Microsoft 365 Calendar | Outlook meetings | Your meeting times and titles | | Google Calendar | Google Workspace meetings | Your meeting times and titles | | Verinode Notetaker | Zoom, Google Meet, Teams, Webex | Meetings the notetaker joins |

Each tile shows the provider's logo, its name, a one-line tagline (the "what it reads" column above), and a call-to-action in the bottom corner. Tiles sort automatically: connected providers float to the top, then providers you can connect right now, then anything still coming soon.

The call-to-action tells you exactly what will happen if you click:

• Connect → (in copper) opens that provider's setup wizard so you can start the connection.
• Manage → (in green, with a green Connected badge in the tile's top corner) means the provider is already live. Clicking takes you into the same wizard, now showing its connected state and a Disconnect option, rather than a fresh setup flow.
• Coming soon (in muted gray) means the provider is not available in your environment yet. The tile still opens, showing you what the connection will look like once it ships, with the connect button disabled.

For the Verinode Notetaker, the language is slightly different because there is nothing to individually authorize. It reads Available instead of Connect/Manage, because the Notetaker is an org-level capability, not a per-user login you connect once and disconnect later. If it is switched on for your account it is on; if not, the tile reads Coming soon.

Clicking any tile opens that provider's own setup wizard in place of the grid. A ← All integrations link at the top of the wizard takes you back to the tile grid.

QuickBooks Online

Clicking the QuickBooks tile opens a short explainer ("A direct, read-only connection to your QuickBooks books. Invoices, receivables, and payments flow in automatically so your margin and cash-flow views stay current. We never write to QuickBooks, and your financials are never sold to carriers.") followed by the same connection panel used under Settings:

• Not connected: a row reading Not Connected, with the note "Connect your QuickBooks books for a direct, read-only sync of invoices, receivables, and payments. We never write to QuickBooks," and a Connect QuickBooks button. Clicking it opens QuickBooks' own sign-in in a popup window; you never leave the Connect page.
• Connected: a row reading Connected (or Reconnect Needed if the OAuth token has expired), the note "Read-only. Invoices, receivables, and payments sync automatically," and a Last Sync row showing the date and time of the most recent sync, or "Not yet" if a sync has not run. A Disconnect button is always available; a Reconnect QuickBooks button appears only when the connection needs reconnecting.
• Not available: a row reading Coming Soon, with a note pointing you back to forwarding or exporting your books to the Intelligence Inbox in the meantime.

Disconnecting asks you to confirm first: "Disconnect QuickBooks? Verinode will stop reading your books and remove the stored connection. Your existing data stays." Anything already ingested is not deleted, only the live connection stops.

Microsoft 365 and Gmail (mailbox connections)

These two tiles open a longer wizard because mail needs a scope decision before it connects.

The setup steps. The wizard walks you through creating a dedicated folder (Outlook) or label (Gmail), for example "Verinode," and a rule or filter that automatically routes carrier, TPA, and vendor mail into it. Once that exists, you point the connection at it and Verinode reads only what carries that folder or label, nothing else in the mailbox.

The scope field. A text input lets you type the exact folder or label name you created. Leaving it blank tells Verinode to read the whole mailbox, but even then it still only processes messages that carry a business attachment or come from a known carrier, TPA, or vendor, it does not ingest personal mail either way.

The consent checkbox. Before the Connect button becomes clickable, you must check a box confirming you understand what will be read, echoing back the specific folder or label you typed (or "scoped to what I choose" if you left it blank), that access is read-only, that mail is encrypted under a key scoped to you, that it is never sold to carriers, and that you can disconnect in one click at any time.

Tighter control, if you want it. The wizard also suggests connecting a dedicated mailbox, such as claims@yourcompany.com, instead of a personal inbox, so only that mailbox's folder or label is ever read.

Once connected, the wizard shows the green Connected badge, "Read-only sync is live," a Disconnect button, and a line naming what is actually being read, either the specific folder or label you scoped to, or "business mail across [your email address]" if you left the scope blank. To change the scope later, disconnect and reconnect with a different folder or label; there is no in-place scope edit.

Gmail's limited pilot. The Gmail tile carries an extra note: Google requires an annual third-party security review (CASA) of any app that reads Gmail, and until Verinode completes that review, Gmail connections stay pilot-only. Microsoft 365 has no equivalent review and connects today. Until Gmail opens up, email forwarding is the way to bring Gmail data in.

Disconnecting a mailbox asks: "Disconnect this mailbox? Verinode will stop reading it." Confirming immediately revokes access.

Microsoft 365 Calendar and Google Calendar

These two tiles are simpler than the mailbox wizards because there is no folder or label to scope, calendars connect whole. The explainer states plainly what is read: only meeting metadata (times, titles, attendee counts), never the meeting body, notes, or attachments, and Verinode never creates, moves, or changes anything on your calendar.

Not connected, available: a single Connect [Provider] button opens the OAuth popup directly, no scope field or checkbox to fill in first.

Connected: the green Connected badge, "Read-only sync is live," a Disconnect button, and a line reading "Reading meeting metadata from [your calendar email address]."

Coming soon: the connect button is disabled, with a note that the Verinode Notetaker and meeting links cover this today.

Disconnecting asks: "Disconnect this calendar? Verinode will stop reading it."

Verinode Notetaker

This tile behaves differently from the rest because it is not a personal OAuth connection, it is a capability for your whole account. There is nothing to individually sign in to and nothing to disconnect per user.

The explainer covers what it is for: for meetings you do not already record, the Notetaker can join Zoom, Google Meet, Teams, or Webex, capture the conversation, and turn it into job updates and decisions automatically. It joins under a name everyone in the meeting can see, so the room always knows it is present, and it reads only the meetings it is added to, never your wider account or a full calendar of recordings.

If you already use Otter, Fireflies, Fathom, or another notetaker, the wizard is explicit that you do not need to switch: keep using it and forward its transcript the same way you would forward any document, and it flows in identically. The Notetaker is meant for the meetings you would not otherwise capture at all, not a reason to start recording everything.

Available: a green Available pill and a line explaining that adding the Notetaker to a meeting brings its transcript in automatically.

Coming soon: the add button is disabled, with a note that forwarding a transcript from a notetaker you already use covers this today.

Consent for who is on the call, and whether your jurisdiction requires it, is yours to manage; Verinode's part is making the bot's presence visible in the meeting, never silent.

Inline connection messages

After any OAuth flow completes (in the popup, or via a redirect if the popup is blocked), the hub shows a one-line message above the tiles reflecting what happened, in green for success or red for a problem:

• Mailbox: "Mailbox connected. Your scoped mail will sync shortly." / "Connection canceled, no access was granted." / "Something went wrong connecting your mailbox. Please try again." / "Mailbox connections are not available yet." / "Please confirm you understand what Verinode will read before connecting."
• Calendar: "Calendar connected. Your meetings will sync shortly." / "Connection canceled. No access was granted." / "Something went wrong connecting your calendar. Please try again." / "Calendar connections are not available yet."

A just-connected tile flips to its Connected state in place, without leaving the page or requiring a refresh.

What this hub does not do

The Integrations hub only manages the direct, per-provider connections listed above. It is not where you set up email forwarding (that is the Email forwarding card on Connect) or upload a one-off file or photo (the Upload and Photo cards, or the + Add Data button on any section page). See connecting your data for the full picture of how data reaches Verinode.

None of these connections change what Verinode surfaces on their own. A connected mailbox or QuickBooks account simply means the same benchmarks, margin figures, and decisions you would otherwise build from forwarded email or uploaded statements now update automatically, without anyone in the business remembering to send them. See understanding your margin and the decision workspace for what happens with the data once it flows in.

Best-practice example

A restoration operator running QuickBooks Online and Outlook connects both from the Integrations hub in one sitting. QuickBooks needs one click through the popup sign-in. For Outlook, they first create a "Verinode" folder and a rule that copies carrier, TPA, and vendor mail into it, then point the connection at that exact folder name and check the consent box before connecting. Within the hour both tiles show the green Connected badge, invoices and receivables are current in Margin without anyone exporting a report, and carrier correspondence is showing up in the Feed without a single forwarded email.

Data sources