Integration Hub

The Integration Hub is the central place to connect IntuitivePM with the tools your team already uses. Use it to configure messaging channels, Jira, Confluence, SharePoint, developer access, outbound webhooks, mail delivery, AI providers, and authentication-related integrations.

Open it from System → Integrations → Integration Hub.

What You Can Configure

Integration	Use it for
Slack Bot	Send richer Virtual Colleague notifications to selected Slack channels after installing the IntuitivePM Slack app.
Slack Incoming Webhook	Post notifications to a Slack channel with a webhook URL.
Microsoft Teams	Post notifications to Teams channels with an incoming webhook or workflow URL.
Email Channel	Send Virtual Colleague reports and alerts by email.
Jira Cloud	Connect Jira issues to tasks, Knowledge Sources, agent workflows, and approved write-back proposals.
Confluence	Connect selected Confluence spaces and pages as Knowledge Sources for agent workflows.
SharePoint	Connect selected SharePoint sites, document libraries, and folders as Knowledge Sources for agent workflows.
API Keys	Create tokens for scripts, automation, and external systems.
Outbound Webhooks	Send IntuitivePM events to external automation tools.
Integration Templates	Follow setup examples for common tools and workflows.
API Cookbook	Copy ready-made API examples for common automation tasks.
Mail Server	Configure company-level SMTP delivery.
AI Providers	Connect approved AI model providers for workspace features.
Auth Servers	Configure authentication integrations such as SSO-related services.

Create a Messaging Channel

Messaging channels are reusable. Create the channel once, test it, and then assign it wherever IntuitivePM asks for a notification channel.

Go to System → Integrations → Integration Hub.
Search for Slack, Teams, or Email.
Open the integration card.
Select Create channel.
Enter a clear name, such as Engineering Slack or Leadership Teams.
Add the required connection details:
- Slack webhook URL for Slack incoming webhooks.
- Teams webhook or workflow URL for Microsoft Teams.
- Email recipients and delivery settings for email channels.
Save the channel.
Use Test to confirm IntuitivePM can deliver a message.

Install the Slack Bot

Slack Bot channels use the IntuitivePM Slack app instead of a manually copied webhook URL.

Go to System → Integrations → Integration Hub.
Open Slack Bot.
Select Add to Slack.
Approve the requested workspace permissions.
Return to IntuitivePM and create a Slack Bot channel.
Choose the Slack channel that should receive messages.
Send a test message.

Use Slack Bot channels when you want workspace-level Slack installation and channel selection from IntuitivePM. Use Slack incoming webhooks when you prefer Slack-managed webhook URLs per channel.

Use Channels with Virtual Colleagues

After creating a messaging channel:

Open a project.
Go to Virtual Colleagues.
Open the colleague you want to configure.
Go to the colleague’s messaging or channel settings.
Select one or more notification channels.
Save the colleague.

Virtual Colleagues can reuse the same channel across multiple colleagues, or each colleague can have its own channel. For example, a Scrum Master can post to #sprint-updates while a QA colleague posts to #qa-alerts.

Use Channels in Automation

Notification channels are also available to automation features that support reusable delivery destinations. When a workflow asks for a channel, select one of the channels created in the Integration Hub instead of re-entering webhook details.

This keeps credentials in one place and makes later changes safer. If a Slack or Teams webhook rotates, update the channel once and every assignment that references it uses the new configuration.

Connect Jira Cloud

Jira Cloud lets IntuitivePM work with existing Jira issues instead of forcing teams to move their system of record.

Go to System -> Integrations -> Integration Hub.
Open Jira Cloud.
Select Connect Jira.
Complete the Atlassian OAuth flow.
Sync projects.
Enable the Jira projects that should be available in IntuitivePM.

After setup, users can link Jira issues to IntuitivePM tasks and admins can use Jira issues as Knowledge Sources for agent workflows. Agents read Jira through IntuitivePM, and any Jira write-back is handled as a human-approved proposal.

The Jira connection details also include admin diagnostics for connection health, project access, source-read traceability, and write proposal audit events.

See Jira Integration for the full setup and usage guide.

Connect Confluence

Confluence lets IntuitivePM use approved spaces and pages as agent workflow context without giving agents Atlassian credentials.

Go to System -> Integrations -> Integration Hub.
Open Confluence.
Select Connect Confluence.
Complete the Atlassian OAuth flow.
Sync spaces.
Enable only the spaces that should be available in IntuitivePM.
Search and preview pages before using them as Knowledge Sources.

After setup, admins can create Confluence Knowledge Sources for workflow nodes. Agents read selected pages through IntuitivePM and receive sanitized Markdown, citations, content hashes, and attachment metadata.

The Confluence connection details include connection health, token expiry, enabled spaces, page preview, operational history, and source-read audit filters.

See Confluence Integration for the full setup and usage guide.

Connect SharePoint

SharePoint lets IntuitivePM use approved document libraries and folders as agent workflow context without giving agents Microsoft credentials.

Go to System -> Integrations -> Integration Hub.
Open SharePoint.
Review the tenant consent checklist.
Select Connect SharePoint.
Complete the Microsoft OAuth flow.
Sync sites.
Enable the sites, document libraries, and folders that should be available in IntuitivePM.

After setup, admins can create SharePoint Knowledge Sources for workflow nodes. Agents read selected files through IntuitivePM and receive citations, content hashes, and extracted text when the file type is supported.

The SharePoint connection details include connection health, token expiry, enabled scopes, file preview, operational history, and source-read audit filters.

See SharePoint Integration for the full setup and usage guide.

Troubleshooting

Issue	What to check
Test message fails	Verify the webhook URL, Slack app installation, or email configuration.
Channel does not appear in a colleague	Confirm the channel is active and belongs to the same workspace/company context.
Slack Bot setup is unavailable	Install the Slack app from the Slack Bot card first.
Teams card does not render correctly	Confirm the Teams URL is an incoming webhook or supported workflow URL.
Email does not arrive	Check recipient addresses, SMTP settings, and spam filtering.
Jira connection needs attention	Open the Jira card, refresh diagnostics, and re-authenticate if IntuitivePM reports missing permissions or expired access.
Confluence connection needs attention	Open the Confluence card, refresh diagnostics, and re-authenticate if IntuitivePM reports missing Atlassian permissions or expired access.
SharePoint connection needs attention	Open the SharePoint card, refresh diagnostics, and re-authenticate if IntuitivePM reports missing Microsoft permissions or expired access.