Integrations

Needl.ai connects to your email, files, chat, CRM and data warehouses, and reads filings, regulators and the web alongside them. The Needl.ai API puts the same cited answers inside the applications you build.

Connected to the systems you already use

Each connector syncs continuously and carries the source system's permissions with it, so people only find what they could already open.

Email and files

  • GmailEmails and attachments
  • OutlookEmails and attachments
  • SharePointSites and document libraries
  • OneDriveFiles and folders
  • Google DriveFiles and folders
  • BoxFiles and folders
  • DropboxFiles and folders
  • Azure Blob StorageDocuments in storage containers

Messages, notes and posts

  • SlackChannels and messages
  • Microsoft TeamsChats and channels
  • TelegramChannels and groups
  • OneNoteNotebooks and pages
  • EvernoteNotebooks and notes
  • XAccounts and posts

CRM, data and uploads

  • HubSpotCompanies, contacts and deals
  • SnowflakeTables for analysis and reports
  • PostgreSQLTables for analysis and reports
  • Direct uploadFiles added straight to Needl.ai

Markets and public data

  • SEC EDGAR10-K, 10-Q, 8-K and other filings
  • BSEFilings, annual reports and disclosures
  • NZXCompany announcements and filings
  • CRISILCredit ratings and rationales
  • Seeking AlphaArticles and analysis
  • News and RSSFeeds you choose, read as they publish
  • Regulators and governmentNotices, gazettes and press releases
  • WebsitesSites you choose, even behind a login

Need a source that is not listed? Our team builds connections to the sites and portals you rely on, and any document can be uploaded directly.

Needl.ai in your own applications

The Needl.ai API builds search, cited answers and document reading into your client portals, internal tools and workflows.

Needl.ai's search and cited answers built into a company's own client portal through the API
  • Answers inside your tools

    Put Needl.ai's search and cited answers in the portals and applications your teams and clients already use.

  • Documents from any system

    Send documents from your own systems into Needl.ai, where they are read and ready to search.

  • Reports where you work

    Pull finished reports and exports into the systems your team works in.

Your controls come with every connection

Permissions from the source

Needl.ai records who can open each item in the source system, and every search and answer follows it.

Encrypted connections

The details used to connect your systems are encrypted and never shown again once saved.

Always current

After the first sync, each connector follows changes at the source, so answers reflect the latest version.

How Needl.ai protects your data

Frequently asked questions

What teams ask before connecting their systems.

Which systems can Needl.ai connect to?

Email in Gmail and Outlook; files in SharePoint, OneDrive, Google Drive, Box, Dropbox and Azure Blob Storage; messages in Slack, Microsoft Teams and Telegram; notes in OneNote and Evernote; HubSpot; Snowflake and PostgreSQL; and X. Needl.ai also reads SEC EDGAR, BSE and NZX filings, CRISIL ratings, news feeds, regulator sites and the websites you choose.

Does Needl.ai keep our existing permissions?

Yes. Each connector records who can open every item in the source system, and every search and answer is filtered by that record.

How do we get access to the API?

Contact us. We set up access for your organisation and help your team get started.

Can you connect a source that is not listed?

Yes. Our team builds connections to specific sites and portals, including ones behind a login, and documents from any other system can be uploaded directly.

How current is the data?

After the first sync, connectors keep following changes at the source, and news feeds are read as they publish.

See Needl.ai on your own sources

We walk through the connectors and the API for the way your team works.