Who this is for: self-serve plans (Free, Starter, Pro, Enterprise). On the AppSumo lifetime deal, these apps come with agents on Tiers 7 to 9. See the AppSumo documentation. Support agent: confirm whether the user is self-serve or AppSumo before giving plan-specific advice.
TL;DR: On Integrations, the Workspace section holds each member’s own Google Sheets, Google Docs, Google Calendar and Airtable; the Knowledge section holds one Fireflies, Fathom, Gong and Notion connection each for the whole organization, synced into Knowledge every 30 minutes. Click a card’s + to connect. 6sense for Clu sits under Sales intelligence. Google only reaches files you pick or CluGTM creates. Pro and Enterprise (and the Pro trial). No credits to connect, export or sync.
Google Workspace, Airtable, Notion and Fathom
These apps let Clu and your agents work with the documents, spreadsheets, calendars and meeting notes your team already has. Connect them from Integrations in the sidebar.
Two kinds of connection
| Section on Integrations | Apps | Whose connection | What it’s for |
|---|---|---|---|
| Workspace | Google Sheets, Google Docs, Google Calendar, Airtable | Each member connects their own account | Import and export lists, save write-ups, read meetings, agent steps |
| Knowledge | Fireflies, Fathom, Gong, Notion | One connection for the whole organization | Sync pages and meeting notes into Knowledge for Clu and your agents to search |
Google Calendar needs agents on your plan; without them its card shows a Pro pill. Once set up, a card moves to Active connections at the top of the page. 6sense for Clu (each member’s own 6sense, read by Clu) is under Sales intelligence; see 6sense.
Connect an app
Open Integrations
Click Integrations in the sidebar and scroll to Workspace or Knowledge.
Click +
Click the + on the app’s card and approve access on the vendor’s consent screen. For Notion, choose the pages CluGTM may read. For Google, tick the requested access on Google’s screen. For Gong, pick OAuth or API key first (see Fireflies and Gong).
Confirm
You return to Integrations with a confirmation, for example “Airtable connected. Clu can now export lists to it.” or “Fathom connected. Your meetings are syncing into Knowledge.” The card moves to Active connections with a green Connected pill and reads “Connected as” followed by your account.
Card states:
- Connected: a Connected pill, “Connected as” your account and a ⋯ menu with Disconnect. Knowledge connectors add “managed by a teammate” when someone else connected them; then the menu reads Managed by a teammate, and only that person or an org admin can disconnect.
- Reconnect needed: the app stopped accepting the connection. Click Reconnect and approve access again.
- +: not connected yet.
Google Sheets
“Export lists to Sheets, import a sheet into a list, and let plays add rows.”
- Import a sheet into a list: Lead Lists → open a list → Actions (⌘A) → Import → Import from CSV → Import from Google Sheets. Pick the spreadsheet in Google’s file picker; its first tab is imported and goes through the same column mapping as a CSV file. See Import a CSV or Google Sheet.
- Paste a link into Clu: paste a Google Sheets link in a Clu chat and Clu shows an import card. CluGTM can’t read a sheet from its link alone, so the card has you open that one file in Google’s picker first.
- Export a list with Clu: ask Clu to put a lead list in a Google Sheet. After you approve the card, Clu creates a new Sheet in your Drive with the contact columns and any saved research and qualification results, and replies with a link. Up to 25,000 leads per export; for bigger lists use Export CSV.
- Agents: the play step Export to Google Sheets (“Add or update rows in a Google Sheet”) and the trigger Rows are added to a Google Sheet (“New rows in a tab you pick”).
Google Docs
“Let Clu save briefs and write-ups as Google Docs.”
- Save from Clu: ask Clu to save a brief, summary or notes as a Google Doc. After you approve the card, the Doc is created in your Drive and Clu replies with a link.
- Agents: the play step Create a Google Doc (“Create a doc for each record”) and the trigger A picked Google Doc is updated (“Edits to Google Docs you pick”).
- Knowledge: an org admin with their own Google Docs connection can add Docs as knowledge sources from Agents → Knowledge → Add source → Add Google Docs. See Knowledge.
Google Sheets and Google Docs are separate cards. If you connect both with the same Google account they share one Google grant, which is revoked only when you disconnect the second one.
Google Calendar
“Read calendar events for meeting briefs and follow-ups in this workspace.”
Calendar access is read only: “Your events stay in Google Calendar. CluGTM cannot change them.” Agents use it through:
- the play step Find meetings (“Next and last Google Calendar meeting with each record”)
- the triggers A Google Calendar meeting is booked, A Google Calendar meeting is starting and A Google Calendar meeting has no notes
Airtable
“Let Clu export lists to new tables in the Airtable bases you choose.”
When you connect, you choose which Airtable bases CluGTM can use. Then ask Clu to export a lead list to Airtable: Clu lists your bases, asks which one if you have several, and after you approve the card creates a new table in that base and fills it in the background. Up to 25,000 leads per export. There is no Airtable import or agent step.
Notion
“Sync the Notion pages you choose into Knowledge, so Clu and your agents can use them.”
- Only the pages you share on Notion’s consent screen are synced.
- New, edited and unshared pages are picked up every 30 minutes. A page you stop sharing is removed from Knowledge.
- Agents: the play steps Add a page to a Notion database and Update a Notion page, and the triggers A page is added to a Notion database and A page in a Notion database is updated.
Fathom
“Sync your Fathom meeting summaries and action items into Knowledge, so Clu can answer what was discussed with an account.”
- CluGTM syncs the meetings the connecting member can see in Fathom: their own and those shared with them.
- The first sync reads the last 30 days. After that, meetings sync every 30 minutes, and a summary written after a meeting is still picked up.
- For each meeting CluGTM keeps the title, date and time, duration, host, attendees, Fathom’s summary, action items, topics, keywords and a link back to Fathom. Transcripts are not stored.
- Agents: the play step Get Fathom call notes (“Read the latest Fathom call: summary and action items”) and the trigger A Fathom call is recorded.
To make the whole team’s meetings searchable, connect Fathom with an account that can see those meetings in Fathom.
Fireflies and Gong
Fireflies and Gong also sit under Knowledge, one connection each for the organization. Their meeting and call notes sync into Knowledge.
- Fireflies: “Sync your team’s meeting summaries into Knowledge, so Clu can answer what was discussed with an account.” Click + and approve access in Fireflies.
- Gong: syncs your team’s call briefs, key points and next steps. Click +, then choose OAuth (Connect with Gong; if you aren’t a Gong technical admin, Gong asks one to approve) or API key (an access key, its secret and the base URL, created in Gong → Company settings → API).
- Agents: the triggers A Fireflies call is recorded and A Gong call is recorded, and a call-notes step. See Play steps and the Integrations overview.
Use them in agents
Agent plays can read from and write to these apps. Each step that uses Google names one member’s connection, and only files that member picked or CluGTM created are reachable. If that connection is disconnected or stops working, the play stops starting runs; after three failed checks in a row the play is turned off and its owner is notified. See Plays and triggers and Play steps.
Clu’s Google and Airtable tools are available in Clu on the web app. They are not offered in Slack or in an agent’s workspace chat.
Disconnect
Open the card’s ⋯ menu, choose Disconnect and confirm. What happens:
| App | After you disconnect |
|---|---|
| Google Sheets | Exports to Google Sheets stop until you reconnect. Files already created stay in your Drive. |
| Google Docs | Clu can’t create Google Docs for you until you reconnect. Files already created stay in your Drive. |
| Google Calendar | Plays stop reading your calendar until you reconnect. |
| Airtable | Clu can’t export to Airtable until you reconnect. Tables already exported stay in Airtable. |
| Notion | Synced pages are removed from Knowledge and stop syncing. Your pages stay in Notion. |
| Fathom | Synced meetings are removed from Knowledge and new ones stop syncing. Recordings and notes stay in Fathom. To fully revoke access, also remove CluGTM from your Fathom settings. |
| Fireflies | Synced meetings are removed from Knowledge and new ones stop syncing. Recordings and notes stay in Fireflies. |
| Gong | Synced calls are removed from Knowledge and new ones stop syncing. Recordings and notes stay in Gong. To fully revoke access, a Gong admin also removes CluGTM from Gong’s integrations or deletes the access key in Gong’s API settings. |
Plans and costs
- Plans: Pro and Enterprise, and the Pro trial. On AppSumo, Tiers 7 to 9.
- Credits: connecting, syncing Notion, Fathom, Gong and Fireflies into Knowledge, and Clu’s Sheets, Docs and Airtable exports cost no credits. Clu’s normal message metering applies to the chat itself.
Privacy
- Google Sheets and Docs use Google’s narrowest file access: CluGTM reaches only files you pick or files it creates. Google Calendar is read only.
- Airtable reaches only the bases you choose.
- Notion reaches only the pages you share.
- Connection tokens are stored encrypted, and disconnecting a knowledge connector (Notion, Fathom, Gong or Fireflies) deletes what was synced from Knowledge.