Beagle for Codat.
Beagle puts Codat to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
Codat's business data APIs connect banks and fintechs to all of the financial systems their customers use.
See it work.
One thread: ask about your Codat 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 Codat?
- Read this week's records in Codat
- 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 Codat, 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 Codat connected, from day one.
Reads your Codat
Ask in plain language and Beagle answers from Codat - "what changed this week?" - in the channel, with sources attached.
Keeps Codat 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 Codat to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with Codat?
Yes. Connect Codat 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 Codat?
Beagle watches Codat 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 Codat connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Codat - 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 Codat workflows by hand.
More integrations.
Notion
Google Sheets
Google Drive
Google Calendar
Schedule
Supabase
MySQL
PostgreSQL