Roam in the conversation.
Roam HQ provides APIs for secure messaging, chat, file sharing, and collaboration with enterprise-grade security and compliance features. Connect it once and your copilot works in it directly without leaving the thread — and your workflows can act on it while the customer is still typing.
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Ask for it in plain language. It does the Roam part.
Copilot rides inside the inbox. With Roam connected it works there from the same panel as the conversation — no second tab, no copying an order number across.
- List Users
- Create Group
- Get user info
- Patch a group
- Get token info
- Get SCIM schema
What a specific connection exposes is decided by Roam, not by us: Settings → Apps lists the real tools your connection carries, each with its own switch.
Read Roam from inside a workflow.
Roam is a place a workflow looks things up rather than one that starts it. Trigger on a conversation, a schedule or another app's event, then use an AI Agent step to work in Roam and hand the answer to the steps that follow — a message, a CRM update, an escalation.
If Roam does publish events to your workspace, they appear in the trigger picker the moment the connection is made.
One step that decides which Roam tools to call.
A workflow's AI Agent step runs a bounded tool-calling loop over the apps you have connected and returns an object whose fields you declared. So "find the record, check the status, and give me status and owner" is one step rather than four — and the fields it returns are available to every step after it.
You declare the output
The rows you name become the variables downstream steps read, so a branch can test what Roam said.
You cap the effort
A step budget and a model tier per node — the loop stops where you told it to.
Only what you switched on
The loop can call the Roam tools you left enabled and nothing else.
Connect Roam in about a minute.
- 1
Open Settings → Apps
It is open to everyone in your organization, not just admins — which apps your copilot can reach is part of doing the job.
- 2
Find Roam in Browse
The catalogue runs to hundreds of apps and is searchable. Connect Roam from its card.
- 3
Authorize with your own Roam account
You sign in on Roam's own screen and approve the access. The connection carries that account's permissions — no API keys are pasted into Cloodot.
- 4
Choose the tools it may call
Open the connection and switch off anything you would rather it never touched. A tool you switch off is out of reach from the next question onward.
Roam questions.
How do I connect Roam to Cloodot?
What can Cloodot do in Roam?
Can I limit which Roam tools Cloodot may use?
Can a workflow use Roam without a trigger from it?
Who in my team can connect Roam?
Rarely just one app.
GmailThe mailbox most business email still starts and ends in.
SlackWhere the team already talks — and where escalations tend to get decided.
Microsoft OutlookMicrosoft's mail and calendar client, and the default in most corporate environments.
Microsoft TeamsThe internal chat and meeting hub for organizations standardized on Microsoft 365.
DiscordWhere a lot of consumer and developer communities actually live.
WhatsAppThe messaging app most of the world already has open, and for many businesses the only channel customers actually use.Try the whole thing, today.
Start free. Connect a channel, train an agent on your own content, and you'll have a working deployment in your inbox the same afternoon.