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AI, Extensions & Integrations

1. What It Is​

SynergyOS extends its core platform with powerful AI, customizable apps, and third-party integrations — enabling smarter workflows, tailored data structures, and deep automation.

  • AI tools help generate content, summarize data, and assist users in real time
  • Collections allow you to define custom folder and item types with structured metadata
  • Workflow Automation lets you create rule-based or code-defined workflows across all apps
  • Third-party integrations bring tools like Microsoft Office, Collabora, and OpenAI into SynergyOS

Together, these extensions turn SynergyOS into a flexible, intelligent platform that adapts to your processes.

2. Why It Matters​

Every organization has unique needs — and SynergyOS is designed to grow and adapt with them.

  • ✅ Automate complex work – Use AI and workflows to reduce manual steps
  • ✅ Customize your structure – Define folder and item types that reflect your business
  • ✅ Integrate what you already use – Seamlessly work with Office, OpenAI, and more
  • ✅ Make metadata meaningful – Power advanced search, tagging, and automation
  • ✅ Enable smart agents – Build assistants that understand your content and context

3. How to Use It​

🤖 AI Integrations​

SynergyOS integrates with OpenAI to enhance how users interact with data.

Capabilities include:

  • AI-Powered Summaries & Drafts
    Generate meeting notes, document outlines, or email drafts.

  • Intelligent Search & Insights
    Ask natural language questions or surface relevant data using AI context.

  • Virtual Assistants (In Beta)
    Automate scheduling, task follow-up, or document classification with agents embedded in your workspace.

Use Case Examples:

  • Auto-draft customer emails
  • Summarize multi-page documents
  • Ask “What changed in this contract since last version?”

📌 Admins can configure access and permissions for AI use per workspace.

🧩 Custom Data with Collections​

Use the Collections app to define structured folder and item types tailored to your business.

Folder & Item Types​

  • Create new folder types like Assets, Support Tickets, or Projects
  • Define item types like Contract, Invoice, or Service Record
  • Add metadata fields: dropdowns, dates, owners, values, etc.

Pipelines & Views​

  • Apply pipelines to track stages (e.g. draft → review → signed)
  • Filter and group by tags, status, or priority
  • Inherit metadata from parent folders

📌 Used for asset management, contract tracking, internal ticketing, and more.

⚙️ Workflow Automation​

Define custom workflows across any app in SynergyOS.

Triggers & Actions​

  • Triggers: File uploaded, task updated, email received, etc.
  • Actions: Notify a user, update metadata, move a file, assign a task
  • Conditions: Only trigger if criteria are met (e.g. status = “Draft”)

Example Use Cases​

  • Send auto-reminders for tasks due soon
  • Route files uploaded to /Pending Approval/ to a manager
  • Update CRM records when contact info changes

Configuration​

  • Currently code-based (JavaScript, Python, etc.)
  • GUI-based builder is in development for visual workflows

🔗 Third-Party Integrations​

SynergyOS supports external tools directly inside the platform:

Microsoft Office & SharePoint​

  • Real-time co-authoring in Word, Excel, PowerPoint
  • Use Office Online or SharePoint-connected desktop apps
  • Shared locks, version control, and audit logs built in

Collabora Online​

  • LibreOffice-based co-authoring for open-source environments
  • Supports ODF format, integrated with Drive

OpenAI API​

  • Use OpenAI functions directly from SynergyOS
  • Configure prompts, run automations, or power assistants
  • Useful for insights, summaries, and data enrichment

4. FAQ​

Q: Do I need coding skills to create workflows or custom types?
A: For now, yes — workflows require code. Collections use a visual config.

Q: Can AI access all data?
A: AI assistants only access data you have permission to view. Admins can limit what data is available to AI features.

Q: Can I use both Office and Collabora?
A: Yes. Workspaces can support both editors — choose based on user preference or licensing.

Q: Are custom types searchable?
A: Yes. You can search and filter by any custom metadata field from Collections.

Q: Can AI help fill in metadata?
A: Yes — AI can assist in tagging and metadata suggestions.