Beagle for Aero Workflow.
Beagle puts Aero Workflow to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
Aero is workflow & practice management built specifically with the modern cloud-based accounting firm in mind.
See it work.
One thread: ask about your Aero Workflow in plain language, and Beagle steps in on its own when something moves. The same conversation in Slack, Microsoft Teams, or Gmail.
@beagle what's the latest from Aero Workflow?
- Read this week's records in Aero Workflow
- Flagged the two that changed since Monday
- Drafted the next step, held for your nod
Two records need you today - both linked below with what changed. The next step is drafted, one nod from going out.
A record changes - Beagle catches it in Aero Workflow, pulls what matters, and is ready to update it and post the recap. It goes out when you nod, not before.
What Beagle does.
With Aero Workflow connected, from day one.
Reads your Aero Workflow
Ask in plain language and Beagle answers from Aero Workflow - "what changed this week?" - in the channel, with sources attached.
Keeps Aero Workflow current
When a record changes, Beagle can update it and post the recap, waiting for your nod before it writes anything back.
Watches while you work
No prompt needed. Beagle notices the records that matter and brings them to Slack or Microsoft Teams.
Connect Aero Workflow to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with Aero Workflow?
Yes. Connect Aero Workflow with OAuth and Beagle works with it from Slack and Microsoft Teams - reading what it needs, drafting the work, and asking before anything goes out.
What can Beagle do with Aero Workflow?
Beagle watches Aero Workflow for when a record changes and is ready to update it and post the recap. You can also just ask it questions about your records in plain language.
Is the Aero Workflow connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Aero Workflow - and nothing is sent or saved until you approve it.
Do I need a separate automation tool?
No. Beagle is the teammate in the middle. You talk to it in plain language instead of building and maintaining Aero Workflow workflows by hand.
More integrations.
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Google Drive
Google Calendar
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Supabase
MySQL
PostgreSQL