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.
See it work.
One thread: ask about your Truss 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 Truss?
- Read this week's files in Truss
- Flagged the two that changed since Monday
- Drafted the next step, held for your nod
Two files need you today - both linked below with what changed. The next step is drafted, one nod from going out.
A file lands or is shared - Beagle catches it in Truss, pulls what matters, and is ready to file it and draft the summary. It goes out when you nod, not before.
What Beagle does.
With Truss connected, from day one.
Reads your Truss
Ask in plain language and Beagle answers from Truss - "what changed this week?" - in the channel, with sources attached.
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 and is ready to 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