Integrations

Cuvo becomes more powerful when connected to your existing tools. All integrations use OAuth — no API keys to manage, no credentials to store. Connect once and it just works.

Connecting integrations

Each integration shows a status dot — green when connected, gray when not. Tap Connect to sign in via OAuth in your browser, and you’ll be returned to the app once authorized. To revoke access, tap Disconnect — tokens are removed from the Keychain immediately.

Google Docs and Google Calendar share a single OAuth connection listed as Google. Connecting or disconnecting affects both.

CRM

Connect your CRM and Cuvo pulls in contact details, company info, deal history, and recent notes — then uses that context to shape coaching cues in real time.

Supported: HubSpot and Pipedrive. Both can be connected simultaneously — Cuvo searches across them and merges results.

Using CRM context in a session

When you select a meeting and your CRM is connected, Cuvo automatically searches for the meeting’s attendees in your CRM. Matched contacts appear as chips with their context pre-loaded — no manual search needed.

You can also search for additional contacts via the unified search field, which queries both CRM and cloud pages. If both HubSpot and Pipedrive are connected, results from each appear together.

For each matched or selected contact, Cuvo fetches:

• Contact details — Name, email, phone, job title
• Company — Company name, industry, size, and other properties
• Deals — Open and recent deals, stages, and values
• Recent notes — The latest notes and activity on the contact record

This context is injected into the coaching prompt so cues can reference specifics — mentioning a deal by name, reminding you of a note from the last call, or suggesting a question based on the contact’s role. You won’t see raw CRM data on screen; instead, the context works behind the scenes. A coaching cue might say:

“They mentioned budget concerns — their open deal is in the Negotiation stage at $45K. Consider addressing timeline flexibility.”

CRM provider notes

HubSpot — Contact search queries the HubSpot contacts API by name. Context fetching retrieves the contact, their associated company, deals, and recent engagement notes.

Pipedrive — Contact search queries both persons and organizations by name. If you search for a company name, Cuvo finds the organization and then retrieves the people associated with it. Context fetching retrieves the person, their organization, deals, and recent notes.

CRM tips

• Keep calendar attendees up to date. Cuvo matches attendees by name and email, so accurate calendar invites lead to better CRM matching.
• Both CRMs at once. If your team uses HubSpot for marketing contacts and Pipedrive for sales pipeline, connect both. Cuvo searches across them and merges results.
• Keep CRM notes current. The richer your CRM data, the more specific and useful your coaching cues will be. Recent notes and deal updates make a real difference.

Documents

Your team’s best thinking already lives in documents. Connect Notion or Google Docs and Cuvo can reference that knowledge during any conversation — product specs, competitive briefs, onboarding guides, whatever helps you show up prepared.

Supported: Notion and Google Docs. Both can be connected at the same time — search results from each source appear together.

For Notion, you’ll authorize Cuvo through Notion’s OAuth flow and choose which pages or databases to share. For Google Docs, you connect through the shared Google integration.

Selecting pages for a session

On the setup screen, use the unified search field to find pages:

1. Type a title to search across your connected document sources (and CRM, if connected).
2. Select pages from the results — they appear as chips.
3. Start your session.

When the session begins, Cuvo fetches the content of each selected page and makes it available as reference context for coaching cues. The AI can draw on this material to suggest talking points, remind you of key details, or help you answer questions. A coaching cue might say:

“The prospect asked about enterprise pricing — your pricing guide lists the Enterprise tier at $25/seat with volume discounts above 50 seats.”

Page content limits

To keep coaching cues fast and focused, Cuvo applies content limits:

• Per page: Up to 3,000 characters
• Total budget: Up to 6,000 characters across all selected pages

If a page exceeds the per-page limit, Cuvo truncates it at a natural heading boundary so the most important content is preserved. If you select multiple pages that together exceed the total budget, earlier selections are prioritized. For longer documents, consider selecting the most relevant section or creating a summary page.

Document tips

• Be selective. A few focused pages beat a dozen long ones. The content budget means specificity wins — pick the pages most relevant to your upcoming conversation.
• Create briefing pages. For recurring meetings, maintain a single page with key talking points, recent updates, and open questions. Select that page before each session.
• Combine with file attachments. Cloud pages from Notion and Google Docs work alongside local file attachments. Use both for maximum context.

Calendar

Cuvo connects to your calendar so you can see upcoming meetings on the setup screen and attach meeting details — attendees, agenda, notes — directly to your coaching session.

Supported:

• Apple Calendar — Built-in access via EventKit on macOS and iOS. No integration setup required — just grant calendar permission when prompted.
• Google Calendar — Connects through the shared Google integration.

Both calendars can be active at the same time. Cuvo merges upcoming events from all connected sources and removes duplicates.

Permissions

Apple Calendar

Google Calendar

If you’ve already connected Google for Docs, Calendar access is included automatically.

Meeting selection

Cuvo auto-selects your nearest upcoming meeting when you open the setup screen. The meeting card at the top shows the selected event — use the dropdown to switch meetings or choose “General conversation.” When a meeting is selected, Cuvo attaches its context to your session:

• Meeting title — Provides topic context
• Attendees — Names and email addresses of participants
• Notes / agenda — Any text in the calendar event’s notes field

The richer your calendar events, the better the coaching context. Adding a few bullet points to a meeting’s notes field before the call can significantly improve the relevance of coaching cues.

Auto Mode and calendar matching

Calendar tips

• Add agendas to calendar events. Even a few bullet points in the notes field give Cuvo meaningful context to work with.
• Use both calendars. If your personal events are in Apple Calendar and work meetings are in Google Calendar, connect both. Cuvo merges them into a single list.
• Combine with CRM and documents. Calendar context stacks with CRM contacts and reference documents. For a sales call, select the meeting, add the contact, and attach a briefing doc — Cuvo uses all of it.

Coming soon

• Salesforce — Opportunities, accounts, and contact history pulled into your coaching context.
• Slack — Pick a channel and search conversation history for context during your call.

Privacy

All integration data — CRM contacts, page content, calendar events — is fetched on demand and sent alongside the transcript for coaching cue generation. Nothing is stored beyond the active session. In Private Mode, no integration data is sent to the cloud; coaching runs entirely on-device.

All communication with third-party APIs happens over HTTPS. OAuth tokens are stored in your device’s Keychain.