Training topics: Integrations
How Glide connects to the other tools your practice uses, from Companies House and Xero to AI assistants and your own automations.
This is part of our suggested training topics: an outline of what to cover when training your staff on Glide. Topics are grouped by role, so you can run separate sessions or pick the parts that suit each person.
Who each part is for
- All staff: day-to-day work such as progressing jobs, recording time and communicating with clients.
- Managers: oversight of the team's work, reporting, billing and resourcing.
- Practice administrators: setup and configuration tasks that matter but don't come up often.
All staff
- Companies House: company details and job dates pulled into the client record, and recently filed information
- AI assistants (Glide MCP server): asking AI tools such as Claude and ChatGPT questions about your Glide data, within your own permissions
- Any other tools the practice has connected, and where their information appears in Glide
Managers
- Xero: sending clients and invoices to Xero
- Using AI assistants through the MCP server for reporting and quick insight across clients and jobs
- What other integrations can do for the practice, at a high level
Practice administrators
- Glide API: what it allows, creating and managing API keys, IP restrictions and API documentation
- Webhooks: sending real-time events from Glide to other systems, managing endpoints and what happens when an endpoint keeps failing
- Glide app for Make: no-code automations connecting Glide to hundreds of other apps without development work
- MCP server setup: connecting AI clients, SSO and permissions
- Xero: connecting the accounts and the initial set-up process
- Companies House: Reviewing and resolving flagged issues