Platform Integrations
Connected Services
Manage your connected integrations — send email alerts via Gmail and export portfolio data directly to Airtable.
Gmail
collinghamcoltd@gmail.com
Active
Airtable
Shared workspace
Active
Slack
strattonoakmo-cbd1985
Active
Gmail — Email Alerts
Sending from: collinghamcoltd@gmail.com
Connected
Quick Templates
Airtable — Data Export
Export portfolio data to your Airtable workspace
Connected
Select Export Type
Setup Required
Create a table named "Portfolio Holdings" in your Airtable base before exporting. The table should have columns matching your data fields.
Slack — Channel Notifications
Post alerts to your Stratton Oakmont workspace
Connected
Quick Templates
Loading channels...
Google Sheets, Slack, and Notion integrations can be added. Contact support to enable additional connectors.
