Connect with Beagle
Modern TreasuryGmail

Connect Modern Treasury
to Gmail.

Beagle watches Modern Treasury for when a record changes, then draft the reply for your nod in Gmail - and waits for your nod before anything goes out.

01

How it works.

One teammate across both tools. No zaps to build, no tabs to switch.

01

When a record changes

Beagle catches it in Modern Treasury, pulls the context that matters, and draft the reply for your nod in Gmail. You review and approve in one tap.

02

Ask across both, in plain language

"What changed in Modern Treasury this week?" Beagle answers from Modern Treasury and Gmail together, in the channel, with the receipts attached.

03

Nothing fires without you

Beagle drafts the email and holds it for your nod. Correct it once and it remembers for next time.

02

Common questions.

Can Beagle connect Modern Treasury and Gmail?

Yes. Connect both with OAuth and Beagle works across them from Slack or Microsoft Teams - reading Modern Treasury, acting in Gmail, and asking before anything goes out.

Do I need Zapier or a separate automation tool?

No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining a workflow.

Is the Modern Treasury and Gmail connection secure?

Every read is scoped to the teammate who asked - Beagle only sees what that person can already see. Nothing is sent until you approve it.

Does it work in Microsoft Teams as well as Slack?

Yes. Beagle lives in both Slack and Microsoft Teams, so the Modern Treasury-to-Gmail flow works wherever your team talks.

03

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Modern Treasury and Gmail,
one teammate.

Connect Modern Treasury to Gmail with Beagle