Plugin and Connectors

Interactive stack designer

Build around the job.
Not the logo.

Choose what needs to work, set your boundaries and leave with a practical connection order you can save or share.

01

Choose the job

What needs to move?

02

Set the boundaries

How should this stack behave?

Platform preference
Privacy posture
Effort tolerance
03

Recommended stack

Prepare and deliver a client proposal

Move from scoped source material to a client-ready proposal, delivery workspace and deliberately controlled payment step.

01Proposal drafting
M3

Microsoft 365

Turns approved scope and evidence into a reviewable document.

Both
High setupChecked 2026-08-02

Permission reality: Tenant data can span mail, files and people. Admin consent, data boundaries and least privilege are essential.

Compare ChatGPT and Grok

ChatGPT limited

Microsoft services are split across Outlook and SharePoint/OneDrive apps rather than one Microsoft 365 connection.

ChatGPT app permission settings control when approval is requested; Important actions is the documented default.

Grok limited

Microsoft access is split across Outlook, OneDrive and SharePoint connectors.

Review the OAuth grant and each proposed write action in Grok before allowing it.
02Delivery tracking
CU

ClickUp

Keeps owners, milestones and decisions visible.

Not verified
Medium setupChecked 2026-08-02

Permission reality: Tasks may include client or employee data. Scope spaces and lists to the active engagement.

Compare ChatGPT and Grok

ChatGPT not verified

Check the platform's live app or connector directory before planning access.

Not verified.

Grok not verified

Check the platform's live app or connector directory before planning access.

Not verified.
03Client files
DB

Dropbox

Creates a clear boundary for approved deliverables.

Not verified
Low setupChecked 2026-08-02

Permission reality: Folder access can reveal broad client histories. Prefer project-specific folders and review shared links.

Compare ChatGPT and Grok

ChatGPT not verified

Check the platform's live app or connector directory before planning access.

Not verified.

Grok not verified

Check the platform's live app or connector directory before planning access.

Not verified.
04Payment context
ST

Stripe

Connects delivery to commercial follow-through without automating financial decisions.

Not verified
High setupChecked 2026-08-02

Permission reality: Payment and customer data is highly sensitive. Start read-only and exclude unnecessary personal fields.

Compare ChatGPT and Grok

ChatGPT not verified

Check the platform's live app or connector directory before planning access.

Not verified.

Grok not verified

Check the platform's live app or connector directory before planning access.

Not verified.
04

Reality check

Useful only with guardrails.

What this does in practice

Move from scoped source material to a client-ready proposal, delivery workspace and deliberately controlled payment step.

Get help mapping this for your business →

Keep these decisions human

  • Never accept scope or pricing changes without human approval.
  • Use a client-specific delivery folder.
  • Keep payment actions read-only until the final commercial review.

Prompts to start with

  • “Draft a proposal from the approved scope and mark every assumption for review.”
  • “Prepare a client update that separates completed work, decisions and risks.”