Where to manage integrations
Go to Integrations from the left navigation.
What you’ll see on the Integrations page
Connected integrations
At the top, you’ll see any integrations that are already connected, along with their connection status. If something breaks (e.g., permissions expire), you may see it marked as Disconnected.
Connecting a tool in the workflow
You do not need to go to Integrations to authenticate and use them:
While creating metrics and projects, you can select the Auto-track feature
Select your tool of choice
Authenticate
Follow the workflow to scope your integration to the goal
Integration categories
Integrations are grouped by what they do:
Agents
These power automated workflows inside Brev—like the Meeting Agent (calendar-based meeting context and updates).Data integrations
These keep goals and KPIs updated from your systems of record (e.g., BI tools, spreadsheets, CRMs, project management tools). This is what enables features like auto-track for metrics.Communication
Context
HRIS
Typical reasons to connect to an integration
Auto-track KPIs (metrics update automatically when the source system changes)
Sync projects and work (keep initiative progress tied to goals)
Bring context into goal updates (so Brev can generate better summaries and insights)
Stay in your flow of work (Slack/Teams for reminders, alerts, and updates)
What’s next
This article is the overview. We’ll cover each integration (one-by-one) in separate support articles with:
What it unlocks
How to connect it
How to use it (auto-track, syncing, alerts)
Troubleshooting and common issues
Success check: You can open Integrations, see what’s connected vs disconnected, and know where to go to connect new tools as you expand Brev.
More Questions?
As always, feel free to reach out to us at [email protected] with any questions or directly chat with us in the Brev app.