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Documentation Index

Fetch the complete documentation index at: https://docs.cf0.ai/llms.txt

Use this file to discover all available pages before exploring further.

Integrations let your firm’s existing tooling feed cf0’s brain. Once connected, the brain reads from these sources continuously — so when an analyst asks about a customer in Lab, the answer can pull from the Slack thread last week, the Notion deal page, the Gmail introduction from the founder, alongside the SEC filings. This is layer 01 (Inputs) of the stack, expanded beyond filings.

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Available integrations

cf0 ships with five connector groups. Set them up under Settings → Integrations (org admin only).

Microsoft 365

Outlook, OneDrive, SharePoint. Firm email and shared documents become searchable by the brain.

Google Workspace

Gmail and Google Drive. Customer comms and shared docs flow into the brain.

Slack

Channels you opt in to. Decisions, deal threads, and customer signal become structured context.

Notion

Internal wikis, CRM pages, deal memos. The brain reads page content and tracks updates.

Granola

Meeting transcripts. Calls with prospects, customers, and your team become queryable.

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Connect an integration

1

Open Settings → Integrations

Org admin role required. Non-admins see the catalogue but cannot connect new sources.
2

Click Connect on a toolkit

Each connector opens its OAuth flow in a new window. Sign in with the relevant account and grant cf0 the requested scopes.
3

Choose scope

For tools with granular access (Slack channels, Notion workspaces, Google Drive folders), pick exactly what cf0 should read. Default to “least privilege” — start narrow, expand once you trust the surface.
4

Verify ingestion

Once connected, cf0 begins reading the source within minutes. Watch the Inputs activity indicator at the bottom of the Integrations panel for first-pass progress.

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What the brain does with integration data

Connector data is structured and added to the brain alongside SEC filings, transcripts, and uploaded documents. From an analyst’s perspective in Lab, there is no separation — a question like “What did the founder of $TICKER say about Q4 guidance, and how does it compare to the public 10-Q?” can pull from a Granola meeting transcript, a Slack thread, and the actual filing in a single answer. The brain tracks provenance for every fact: which integration it came from, when it was last updated, and the conversation or document it originated in.

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Scope and privacy

  • Org-scoped: connections live at the organisation level. Every member of the org sees data from connected sources in Lab (subject to your firm’s own access policies in the underlying tool).
  • No training: cf0 never uses your connected data to train any model.
  • Revocable: disconnect any integration at any time from the same panel. The brain stops reading from that source immediately; previously ingested data is purged on the next sync cycle.

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Documents path (for content not in a connector)

If you have material that doesn’t live in one of the supported tools — a pitch deck, a one-off PDF, a CSV from your data vendor — upload it directly via Documents. It joins the same brain context as connector data.