Module 8 · Lesson 4 of 6 · with Nova

Use Plugins and Connected Apps to Take Action

Objective

Understand how AI plugins, connectors and connected apps can find information, create documents and perform authorised actions in other services.

You ask an assistant to write an email. It produces a draft, and you copy it into your inbox. Useful. Now imagine asking it to create the draft directly in Gmail, pull the relevant figures from a spreadsheet and prepare a presentation. That's a much bigger change.

Plugins and connected apps extend an AI assistant beyond the chat window. Depending on the provider, they can let it read authorised information, create a document, update a spreadsheet, draft a message or carry out another supported action. ChatGPT calls many of these plugins or apps; Claude uses connectors; other services have their own integrations.

Imagine organising a voluntary group's monthly meeting. Instead of manually finding the previous notes, copying the outstanding actions and writing the reminder, you might ask a connected assistant to find the notes, prepare an agenda in a document and draft an email to the group. You're directing the work through conversation while the connected services do the underlying jobs.

The interesting part is what changes when the assistant can *create* rather than merely suggest. A slide outline is helpful; an editable presentation in the right folder is an artefact you can use. A suggested reply is helpful; an email draft in your account removes another step. Sending that email is a further action and should be treated differently from drafting it.

Not every AI product supports the same services or actions. A connection may be read-only, and access depends on the account and permissions you've granted. Start by exploring what's available for a task you already do. The opportunity is to spend less time moving information between apps and more time deciding what you want done.

Let's develop the voluntary-group meeting example. The committee stores last month's minutes in a connected drive, tracks actions in a spreadsheet and communicates by email. A suitably authorised assistant could retrieve the minutes, identify unfinished actions and prepare an agenda draft. That removes several tedious steps between knowing what needs doing and having a useful document ready.

Now imagine asking it to create the draft agenda directly in the document service. This is different from producing text for you to copy. The application is using a connection that grants it a particular capability. Some connections allow searching or reading; others allow creating, editing or sending. You should know which operation you're authorising.

Permissions matter in a practical way. If you're comfortable letting the assistant locate a file, that doesn't necessarily mean you want it sharing the file with everyone on the committee. Creating a draft email is not the same as sending one. A useful workflow can keep the preparation steps automatic while asking you to approve the consequential action.

There's another benefit: the assistant can work across types of material. It might extract dates from a message, add them to a proposed calendar entry and include the relevant figures in an agenda. Instead of opening five applications and transferring information manually, you're describing the outcome. The connected tools perform the underlying operations where supported.

But integrations aren't all interchangeable. One provider may allow an assistant to search its documents but not modify them. Another may expose an action for drafting an email but restrict sending. Product capabilities and permission requirements change. Don't assume that because an app is connected, every action in that app is available or authorised.

Consider what happens when a tool fails. Perhaps the drive search returns no document, or the calendar reports that an event couldn't be created. A well-designed assistant should distinguish an attempted action from a completed one. You want a clear account of what happened, not a cheerful statement that everything is finished when only the draft exists.

A sensible way to experiment is to begin with low-risk work: search for a non-sensitive document, create a draft in a test folder or prepare an email without sending it. Once you understand the steps and feedback, you can decide which repeated tasks deserve more integration.

The opportunity is considerable. You're moving from asking AI what you should do to having software help perform parts of the job. That makes permissions, verification and confirmation important — not as reasons to avoid connected tools, but as the practical foundations of using them confidently.