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    Docs
    • 1. Getting started
      • Sign in or create an account
      • Reset a forgotten password
      • Accept an invitation
      • Find your way around
      • Create an organization
      • Switch between organizations
      • Change the language and theme
      • Install OKiDO as an app
      • Get help from support
    • 2. Dashboard, Inbox and Search
      • Customize your dashboard
      • Work through your inbox
      • Turn on push notifications
      • Find anything with Ctrl+K
      • Save a search
    • 3. Projects
      • Create a project
      • Control who can see a project
      • Switch between List, Board, Calendar and Gantt
      • Filter, sort and group tasks
      • Set up board columns
      • Add rules to a column
      • Import tasks from Asana, Trello, Jira, Monday or ClickUp
      • Reuse a project as a template
      • Archive or delete a project
      • Give new tasks default labels
    • 4. Tasks
      • Create a task
      • Break a task into subtasks
      • Comment, mention people and check activity
      • Follow, share or print a task
      • Attach files and record a briefing
      • Add Smart Labels to a task
      • Make a task wait for another
      • Request an approval
      • Make a task repeat
      • Track time on a task
      • Move a task to another project or organization
      • Hand a task to an AI agent
    • 5. Approvals and request forms
      • Follow up on an approval you asked for
      • Create a request form
      • Share a request form with people outside your organization
      • Send a request through a form
      • Handle incoming requests
    • 6. Planning: milestones, sprints, reports
      • Create a milestone
      • Track milestones and spot risk
      • Plan a sprint
      • Follow and close a sprint
      • Run a sprint meeting
      • Run a time report
      • Export a report to CSV
    • 7. Teams and Smart Labels
      • Create a team
      • Add people to a team
      • Create a Smart Label
      • Add custom fields to a label
      • Organize labels into categories
      • See all tasks with a label
    • 8. Playbook
      • Organize the Playbook with folders and processes
      • Give teams access to a folder
      • Write a document
      • Review and publish a document
      • Compare and restore document versions
      • Record your screen
    • 9. SOPs and runs
      • Create an SOP template
      • Add checklists, files and variables to steps
      • Add an approval gate to a step
      • Assign steps to teams and AI agents
      • Start a run
      • Complete the steps of a run
      • Approve a step in a run
      • Track and manage runs
      • Schedule a recurring run
      • Share a run with a customer
    • 10. Systems and decision trees
      • Build a system
      • Run a system
      • Build a decision tree
      • Run a decision tree
      • Answer a decision tree for a running system
    • 11. AI
      • Chat with AI
      • Create an AI agent
      • See your agents and their org chart
      • Configure an agent
      • Set what an agent may do
      • Set agent budgets and watch AI spending
      • Make an agent start on its own
      • Approve or reject agent actions
      • Review agent activity, artifacts and network logs
      • Put an agent to work on a project
      • Connect an MCP server
      • Import skills for agents
      • Have @copilot build a capability
      • Manage what agents remember
      • Give agents credentials for other apps
    • 12. Integrations
      • Connect Claude or ChatGPT
      • Ask your AI assistant to work in OKiDO
      • What your AI assistant can do in OKiDO
      • Create an organization API token
      • Create a personal access token
      • Send events to other apps with webhooks
      • Export your organization's data
      • Sync your tasks to Google Tasks
    • 13. Organization administration
      • Edit your organization's profile
      • Invite people to your organization
      • Change a member's role or Advanced AI access
      • Change your plan and billing
      • Buy extra storage or AI tokens
      • Choose AI models
      • Set the sprint cadence
      • Import data into your organization
      • Review the audit log
    • 14. Your account
      • Update your profile and working hours
      • Choose how you get notified
      • Change your password and sign out other devices
      • Refer someone to OKiDO
    • Appendix
      • Plans and what each includes
      • Glossary
      • Keyboard shortcuts
      • Frequently asked questions
    1. Docs
    2. Integrations

    Chapter 12 · 8 articles

    Integrations

    Connect Claude, ChatGPT or another AI assistant, create API tokens, send events with webhooks, export your data and sync your tasks to Google Tasks.

    • Connect Claude or ChatGPTConnect Claude, ChatGPT or another AI assistant to OKiDO, so it can read and update your work for you.
    • Ask your AI assistant to work in OKiDORequests to try in Claude, ChatGPT or another AI assistant connected to OKiDO, from a status update to new tasks, runs and SOPs.
    • What your AI assistant can do in OKiDOEvery tool an AI assistant connected to OKiDO can use, from tasks and projects to SOP runs, documents and AI agents, and the access each one needs.
    • Create an organization API tokenCreate a token with only the access it needs, so scripts and other tools can work with your organization.
    • Create a personal access tokenCreate a token that acts as you in all your organizations, for scripts, integrations and AI assistants.
    • Send events to other apps with webhooksLet OKiDO tell another app right away when tasks, runs, approvals or documents change, and check every delivery.
    • Export your organization's dataDownload your organization's Playbook, with its documents and SOP templates, as a JSON file.
    • Sync your tasks to Google TasksSee the OKiDO tasks assigned to you in Google Tasks and Google Calendar, in one list or in a list per project.
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