Reads your Truss
Ask in plain language and Beagle answers from Truss - "what changed this week?" - in the channel, with sources attached.
System of record
Beagle for Truss.
Beagle puts Truss to work from Slack and Microsoft Teams - reading what it needs, drafting the work, and waiting for your nod.
Shockingly simple client requests. Truss is the easiest way for CPAs, EAs and Accountants to securely request and organize client documents.
What Beagle does.
With Truss connected, from day one.
Keeps Truss current
When a file lands or is shared, Beagle can file it and draft the summary, waiting for your nod before it writes anything back.
Watches while you work
No prompt needed. Beagle notices the files that matter and brings them to Slack or Microsoft Teams.
Connect Truss to.
One teammate across both tools. No zap to build.
Common questions.
Does Beagle integrate with Truss?
Yes. Connect Truss 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 Truss?
Beagle watches Truss for when a file lands or is shared, then file it and draft the summary. You can also just ask it questions about your files in plain language.
Is the Truss connection secure?
Every read is scoped to the teammate who asked - Beagle only sees what that person can already see in Truss - 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 Truss workflows by hand.
More integrations.
Notion
Google Sheets
Google Drive
Google Calendar
Schedule
Supabase
MySQL
PostgreSQL