MyTabulonBusiness guide
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Complete product guide

Integrations guide

Integrations connect MyTabulon to the tools a business already uses: calendars, files, email, knowledge bases, accounting ledgers, bank feeds, signatures, messaging, no-code automation, storage, analytics, and AI tool gateways.

Guide index

Fast path

Open the dashboardStart from the live business overview, then use search or the sidebar to jump.Finish company setupOwners manage company setup; administrators can view business settings, but edits stay owner-only.Check plan limitsReview the owner account plan that covers owned workspaces, team capacity, AI, AI Docs, storage, payroll fees, and payouts.Share referralsWorkspace users can copy a personal referral link, track 20% subscription commissions, and withdraw NGN rewards to a verified Nigerian bank.Reach supportSend questions, bugs, billing issues, setup requests, Google Meet requests, and approved in-person requests from Support.Use global searchFind role-allowed features and records; sensitive accounting, team, memory, and admin areas stay hidden from lower roles.Open shortcutsUse Ctrl K for commands, g for navigation chords, n for quick create, and ? for the reference.Ask Maximo AIUse chat, voice, files, image tools, document tools, and sources within the signed-in user's workspace role.Use Maximo ComputerLet Maximo run browser/code work and keep project-attached cloud workspaces persistent for later computer or agent runs.Use slash commandsType / to run chat commands, pick active Agent Skills, or attach enabled MCP servers as context.Run Maximo GoalsType /goal and Maximo keeps working toward one objective across turns, then stops when an independent check says it's done.Use Maximo TagAdd Maximo to your WhatsApp or Telegram groups and tag it to help the whole team, with every chat saved to your workspace history.Review with Action PreviewBefore Maximo sends an email, moves money, or invites someone, it streams a live preview you can edit and send — or switch on Auto to send for you.Answer Maximo's questionsWhen a request could go several ways, Maximo asks a quick multiple-choice question right in the composer, then picks up where it left off once you answer.Create AI ImagesGenerate or edit images from chat or voice with Maximo Pandora Mini Image or Pro Image, then save outputs to Files.Create AI AudioTurn text into natural single or multi-speaker speech with Maximo Pandora Voice, then save the audio to Files.Compare AI benchmarksOpen public RPB scores for model tool accuracy, reasoning, safety, latency, cost, and trace evidence.Generate AI DocsAsk Maximo to create PDF, Word, spreadsheet, slides, HTML, TXT, or CSV files from prompts and workspace files.Schedule AI workAsk Maximo in chat or voice to watch a live topic, wake later, repeat checks, and save updates in chat.Open the calendarSee tasks, appointments, automations, reminders, due dates, payroll, Google sync, and Calendly bookings in one compact schedule.Connect toolsOwner/admin roles manage integrations, MCP, Agent Skills, calendars, files, email, signatures, and connected services.Bring Your Own ModelOwners and admins can connect OpenAI, Anthropic, or OpenRouter and share custom models with the workspace.Build Maximo SitesDesign, build, host, and publish websites and web apps with database and serverless functions directly from chat.Build Maximo DesignDesign, preview, and share on-brand decks, pages, prototypes, posters, and brand systems from chat with @design.Build Maximo FormsBuild, edit, and manage forms from chat with @forms — conditional logic, a shareable /f/{slug} link, and superior analytics.Personalize MaximoSet Maximo's personality and custom instructions, pick a theme with day or night, and choose how Enter sends in chat.

Connections

Native Integrations, Automation Bridges & Infrastructure

Integrations connect MyTabulon to the tools a business already uses: calendars, files, email, knowledge bases, accounting ledgers, bank feeds, signatures, messaging, no-code automation, storage, analytics, and AI tool gateways.

WorkspaceCalendar, Calendly, Drive, Gmail, Notion, DocuSign
FinanceQuickBooks, Xero, Mono, Paystack, Dodo
MessagingSlack, WhatsApp, Telegram, SMTP, Push
AutomationZapier Catch Hooks and action keys
AI gatewaysMCP servers, Agent Skills, Cloud Computer, Codex, Syntax, Hermes, OpenClaw
InfrastructureGCS storage and analytics
  • Integration settings are available to business owners and administrators only because connected services can expose company files, emails, calendars, credentials, and external write actions.
  • Google Calendar connects from Settings > Integrations with OAuth, calendar selection, appointment/task/due-date/follow-up/project/payroll/automation/reminder sync toggles, import, manual sync, disconnect, and imported-event cleanup.
  • Calendly connects with OAuth, loads event-type links and availability, creates single-use or custom share links, books invitees directly, syncs meetings into MyTabulon appointments, cancels meetings, marks no-shows, and keeps webhook receiver support ready.
  • Google Drive creates a MyTabulon folder system, searches Drive files, links approved files, and gives Maximo file context without moving every document into MyTabulon.
  • Gmail searches threads and labels, sends follow-up messages, and lets Maximo draft or reason over approved email context.
  • Notion searches pages and databases, creates pages, and stores selected page/database scope for company knowledge work.
  • QuickBooks and Xero sync customers or contacts, invoices, payments, chart accounts, and accounting-ready activity from MyTabulon into finance systems.
  • Mono connects Nigerian bank feeds, imports balances and transactions, supports reauthorization, removes stale accounts, and powers reconciliation.
  • DocuSign sends quotes, invoices, uploaded PDFs, agreements, and approvals for signature, then refreshes or voids envelopes.
  • Slack posts channel alerts, exposes slash command, events, and interactive endpoints, supports /mytabulon ask, task, and brief flows, and tracks delivery logs.
  • Zapier sends MyTabulon events to Catch Hooks and accepts inbound actions through scoped action keys.
  • Paystack powers NGN subscriptions, invoice checkout, payout bank resolution, business payouts, payroll funding, and salary transfers; Dodo Payments handles non-NGN invoice checkout.
  • WhatsApp and Telegram link users through consent flows, continue Maximo sessions, process media where supported, and deliver notification updates.
  • Maximo Cloud Computer gives Maximo a real on-demand runner for browser checks, scraping, code execution, file generation, project artifacts, and configured Codex, Maximo Syntax, Hermes, or OpenClaw profiles. Project-attached runs can restore and resave the persistent Cloud Workspace when it is enabled.
  • SMTP email, browser push, Google Cloud Storage, Google Analytics, MCP connections, Agent Skills, Maximo Cloud Computer, and the AI model stack complete the integration layer behind the workspace.
Integration settingsWhatsApp connectTelegram connectTermsPrivacy

Fast answers

Easy FAQs

What should I do first after creating a business?

Open Business Settings, complete the company profile, set the currency, upload the logo, confirm billing, then add clients, inventory, or leads depending on what the business sells.

Business settingsPlan & Billing
Why do I see a plan or upgrade message?

The app checks the active workspace's effective subscription, subscription state, and usage caps before opening or changing protected records. Owner-created workspaces can inherit the owner's account plan from another billing-home workspace, while joined team workspaces use that company's owner plan. A 402 response usually means the effective plan is free, inactive, or has reached a limit for that feature. File Manager checks file count, storage, and per-file upload size: Free 50 MB, Plus 250 MB, Pro 2 GB, and Max 10 GB. AI Images checks image credits, daily and personal caps, model access, source limits, File Manager count, and storage. Maximo Cloud Computer checks computer minutes, daily/monthly caps, max run length, and concurrency. Gemini Live starts on Pro, while Grok Voice remains available on paid plans. Support also follows the plan: Free uses guide, community, and email; Pro and Max include monthly Google Meet allowances.

Plan & BillingCompare plans
Where are the Maximo AI WhatsApp and Telegram bot links?

The official Maximo AI bot links are WhatsApp at https://wa.me/2348087216174, shown as +234 808 721 6174, and Telegram at https://t.me/MaximoAIbot, shown as @MaximoAIbot. Inside MyTabulon they appear in the sidebar, mobile menu, Maximo chat start screen, Security settings under Bot Account Access, and this Maximo AI guide.

WhatsApp botTelegram botBot Account AccessMaximo AI guide
How does Maximo Cloud Computer work?

Maximo Cloud Computer is a tool that the selected Maximo chat model can call when a task needs real execution. The selected chat model stays in control: it plans, writes exact terminal commands or a fenced Python, JavaScript, or Bash script for built-in /computer runs, reads the output, and answers. The built-in computer executes those commands; connected Codex, Syntax, Hermes, and OpenClaw profiles are autonomous external runners. When Cloud Workspace is enabled on an attached project, later computer or agent runs can restore the same logical workspace, continue repository work, save a new snapshot, and expose the tree in Files through Workspace Files.

Use Maximo ComputerComputer guideAgent profiles
What does RPB mean on the benchmark page?

RPB means Real Performance Benchmark. It is MyTabulon's evidence-adjusted public model score for real agentic business work, combining task completion, tool call accuracy, reasoning, safety, user sentiment, latency, and cost efficiency.

AI BenchmarksMethodology
Which records can global search find?

Global search can find feature pages plus clients, leads, inventory, invoices, quotes, deals, projects, tasks, files, expenses, team members, and AI chats within the active company when the signed-in user's role allows it. Member file results are limited to files and folders they uploaded, added, or generated, and sensitive owner/admin destinations stay hidden.

Search guide
What are the main keyboard shortcuts?

Use Ctrl K or Meta K for the command palette, ? or Ctrl / for the reference, Ctrl B or Meta B for the sidebar, g chords for navigation, n chords for quick create, and r r to refresh page data.

Shortcuts guide
How do payment links stay safe?

Payment links use long random tokens. Share the generated link, receipt, PDF, or email with customers, not a dashboard URL. The invoice number helps the business identify a document but is not the secret.

InvoicesSecurity guide
What is Business Memory used for?

Business Memory stores durable company knowledge for Maximo AI: facts, preferences, style, source records, private notes, approved memories, retention rules, provenance, and conflict checks. It is available only to business owners and administrators. Company memories describe shared business facts; first-person or personal work memories stay private to the originating user. Members, Viewers, and Employee Viewers cannot open memory, search it through Maximo chat or voice, receive selected memory in AI context, or have their chats silently captured into company memory.

Business MemoryMaximo AI
Can Maximo use and control the calendar from chat or voice?

Yes, but only within the signed-in user's role. Chat and voice use the same Maximo calendar and Calendly tools. Maximo can read allowed calendar data and, when permitted, create or update the underlying tasks and appointments, add customer reminders, update lead follow-ups, manage AI jobs and workflows, run Google Calendar sync, list Calendly links and availability, create booking links, book invitees, cancel Calendly meetings, mark no-shows, and sync Calendly bookings. Owner/admin-only integration and automation tools remain blocked for lower roles.

Maximo AIMyTabulon CalendarGoogle Calendar settingsCalendly settings
Which channels can scheduled AI task updates use?

Scheduled AI task updates can use in-app notifications, browser push, email, WhatsApp, and Telegram. In-app works inside MyTabulon. Push, email, WhatsApp, and Telegram depend on the workspace connection and notification preferences being configured.

Notification settingsIntegrations
Which approval channels are supported?

Approval security supports in-app, email, WhatsApp, Telegram, and Slack. In-app approval appears inside AI Automations. Email approval sends Approve and Reject links plus reply-token commands. WhatsApp and Telegram delivery depend on linked messaging accounts. Slack delivery uses the Slack integration and sends interactive approval actions when the workspace connection is configured.

Approval securityIntegrationsWhatsApp connectTelegram connect

Keep moving

Go back to the workspace with context.

Use the dashboard for the work itself, and return here when a user needs a fast explanation, a workflow map, or the right page link.

Open Dashboard