Connecting Caelo to the tools your team already lives in

The temptation on day one is to connect everything. Resist it. An assistant wired into twelve systems it does not understand is just a faster way to be wrong.

Connect in this order

Your tracker first. Whatever holds the work — issues, tickets, cards. It is the spine everything else hangs off.

Then chat. This is where handoffs actually happen, and where people will notice time coming back.

Then your docs. Context, not actions. Caelo reads; it does not rewrite your wiki.

Then calendar. Useful, but only once the first three are behaving.

Leave your CRM until last. Not because it is hard, but because it is the one where a bad automation is expensive and visible.

A note on permissions

Give Caelo the narrowest scope that makes the workflow work, then widen it when you have a reason to. Teams who start wide spend their second month taking permissions away.