Supercharge Your Digital Worker: Integrating Lexi with Your Existing Toolstack

In the modern enterprise, your workflow isn't just one application; it's a sprawling digital ecosystem. You have your CRM, your cloud storage, your communication hubs, and your project management boards. While each tool is powerful on its own, the real challenge—and opportunity—lies in making them work together seamlessly.

Enter Lexi.do, your autonomous AI digital worker. Lexi isn't just another tool to add to the pile. It's the conductor of your digital orchestra, a smart agent that integrates with your existing toolstack to execute complex tasks. Instead of creating more work, Lexi unifies your workflows, turning your collection of apps into a cohesive, automated powerhouse.

This post explores how you can supercharge Lexi by connecting it to the tools you already use and love, transforming siloed processes into end-to-end automated solutions.

Why Integration is the Key to True Autonomy

An autonomous agent is only as effective as the information and tools it can access. Without the ability to interact with your business's core systems, even the most advanced AI is operating in a vacuum. This is what sets Lexi apart from rigid, rule-based automation.

• Context is Everything: Lexi understands natural language objectives. When you delegate a task, you provide context—and that context can include pointers to your data, wherever it lives. Lexi doesn't need a custom-built connector for every app; it just needs to know where to look.
• Beyond Rigid Workflows: Traditional automation follows a strict "if this, then that" logic. Lexi operates on objectives. It can reason about the best way to achieve a goal, which might involve pulling data from Google Drive, cross-referencing it with records in Salesforce, and summarizing the findings in a Slack message.
• Business-as-Code, Realized: The principle of "Business-as-Code" is about defining your operations programmatically. Integration is what makes this a reality. Your API call to Lexi becomes the single command that triggers a cascade of intelligent actions across your entire toolstack.

Connecting the Dots: Lexi in Your Favorite Apps

The magic happens within the delegateTask API call. The objective tells Lexi what to do, and the context tells it what to use. Let's look at some practical examples.

Use Case 1: Sales & CRM Automation (Salesforce, HubSpot)

Your CRM is the lifeblood of your sales operation, but keeping it updated is a manual grind. Lexi can take on the role of a diligent sales ops assistant.

The Task: You want to enrich new leads with fresh data to help your sales team qualify them faster.

The API Call:

const task = await lexi.delegateTask({
  objective: "Enrich all new leads from the 'New Leads Q1' view in our Salesforce instance. Find current company size, industry, and recent funding announcements. Update each lead record with the new information.",
  context: "Use our company's secure Salesforce credentials. Focus on sources like LinkedIn, Crunchbase, and recent press releases.",
  deadline: "2024-03-31T23:59:59Z"
});

The Result: Lexi logs in securely, performs the research, and updates your CRM records. Your sales team gets richer, more accurate data without lifting a finger, enabling them to focus on selling.

Use Case 2: Data Analysis & Reporting (Google Drive, S3, Databases)

Hours of analyst time are spent gathering, cleaning, and visualizing data. Lexi can handle the entire data-to-document pipeline autonomously.

The Task: You need a comprehensive quarterly sales report, fast.

The API Call (from our homepage):

import { Lexi } from '@do/sdk';

const lexi = new Lexi({ apiKey: 'YOUR_API_KEY' });

const task = await lexi.delegateTask({
  objective: "Analyze Q4 sales data and generate a performance report.",
  context: "Data is in the 'sales_q4.csv' file in our shared Google Drive. Focus on regional performance and product trends. Output as a PDF and save it in the 'Q4 Reports' folder.",
  deadline: "2024-12-20T17:00:00Z"
});

console.log(`Task delegated. Track status at: ${task.statusUrl}`);

The Result: Lexi accesses the specified file, performs the analysis based on your objective, and delivers a polished, presentation-ready PDF right where your team expects to find it.

Use Case 3: Project Management & Communication (Jira, Slack, Asana)

Closing the loop on a task often means communicating the results to the right people in the right place. Lexi can manage the entire workflow, from execution to notification.

The Task: A new high-priority bug has been reported, and you need an impact analysis for the engineering team.

The API Call:

const task = await lexi.delegateTask({
  objective: "Investigate customer reports related to Jira ticket ENG-1234. Analyze our logs to determine the scope of impact (number of affected users). Summarize findings in a new comment on the Jira ticket and post a high-level summary to the #engineering-alerts Slack channel.",
  context: "Credentials for our logging system and Jira are in the secure vault. Link directly to the Jira ticket in the Slack message.",
});

The Result: Lexi acts as a junior engineer, performing the initial investigation and delivering the crucial information directly into the tools your team uses for incident management and communication. This accelerates your response time significantly.

Integration Without Compromise: Security First

Giving an AI agent access to your systems requires trust. At Lexi.do, security isn't an afterthought—it's the foundation of our platform.

• Sandboxed Environment: Lexi operates in a secure, isolated environment for every task.
• Granular Control: You have complete, granular control over what Lexi can access. By providing read-only credentials, access to specific folders, or API keys with limited scopes, you ensure the agent only interacts with the data and systems relevant to its delegated task.
• You Are in Command: Lexi does what you tell it to do. Its access and actions are scoped strictly by the objectives and context you provide in the API call.

The Future is a Connected Workforce

Lexi.do is more than an automation tool; it’s a force multiplier for your entire software stack. By integrating seamlessly with the tools you rely on every day, your autonomous digital worker transforms passive data repositories and siloed apps into active, intelligent participants in your business operations.

Stop juggling tabs and start delegating outcomes.

Ready to build a more connected and autonomous workforce? Explore Lexi.do and get your API key to delegate your first task today.