# Satuit AI agent for Slack & Microsoft Teams Viktor is an AI employee that connects to Satuit and helps you track deals and customer relationships through a sales pipeline, running 3 Satuit actions for you like Create Dealflow, Create Business, and Find Contact By Email. Ask in plain English in Slack or Microsoft Teams; Viktor does the work in Satuit and reports back. Viktor connects in one click via OAuth. - Tool: Satuit - Category: Sales & CRM - Connection: One-click OAuth - Actions available: 3 - Works from: Slack and Microsoft Teams - Page: https://viktor.com/integrations/satuit ## What can you ask Viktor to do in Satuit? - "Update the Satuit deal I closed today and move it to won." - "Pull this week's pipeline from Satuit and post a summary to #sales every Friday." - "Find contacts in Satuit we haven't touched in 30 days and draft follow-ups." - "Cross-check Satuit against our billing records and flag deals that don't match." ## What can Viktor do in Satuit? (3 actions) - **Find Contact By Email** - Searches for a specific contact within the Satuit platform using an email address as the key identifier. - **Create Dealflow** - Creates a new dealflow within the Satuit platform, setting up a new series of business interactions. - **Create Business** - Creates a new business within the Satuit platform. ## How does Viktor work with Satuit? 1. Add Viktor to Slack or Microsoft Teams. 2. Connect Satuit with one-click OAuth - Viktor handles authentication. 3. Ask in plain English. Viktor runs the Satuit actions, chains them with your other tools when needed, and reports back. Sensitive actions wait for your approval. ## What is a Satuit AI agent? A Satuit AI agent is an AI that connects to your Satuit account and completes work in it - it doesn't just answer questions about Satuit, it takes the actions. Viktor is that agent: an AI employee that works in Satuit on your behalf and delivers the finished result in Slack or Microsoft Teams. Unlike workflow builders such as Zapier or Make, there is nothing to configure - no triggers to map, no workflows to maintain. You describe the outcome in plain English, and Viktor picks the right Satuit actions, chains them with the other 3,200+ tools it connects to, and asks for approval before anything sensitive runs. ### About Satuit SatuitCRM is the industry-leading asset management CRM software for buy-side investment professionals including Institutional Asset Managers, Private Equity, Wealth Managers, Hedge Funds, and Alternative Investments. ## Security and permissions - One-click OAuth - Viktor never sees your password, and you can revoke access at any time. - Review-first approvals: sensitive Satuit actions wait for your sign-off before they run. - Isolated compute per team, encrypted in transit and at rest - and your data is never used to train models. - SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ## FAQ ### Does Viktor integrate with Satuit? Yes. Satuit is one of the 3,200+ tools Viktor connects to, via a managed connector. Once connected, anyone on your team can put Viktor to work in Satuit from Slack or Microsoft Teams - no workflow builder, no code. ### How do I connect Satuit to Viktor? Ask Viktor in Slack or Microsoft Teams to connect Satuit, then approve the one-click OAuth prompt. Viktor never sees your password, handles authentication itself, and starts working right away. Setup takes about two minutes, and you can revoke access at any time. ### What can Viktor do in Satuit? Viktor can run 3 Satuit actions, including Create Dealflow, Create Business, and Find Contact By Email - and chain them with other tools in a single request. In practice that means Viktor helps you track deals and customer relationships through a sales pipeline. If a task spans several actions, Viktor plans the sequence itself and reports back when the work is done. ### Do I need to build workflows to automate Satuit? No. Viktor isn't a workflow builder - there are no triggers to map and no workflows to maintain. You ask for the outcome in plain English in Slack or Microsoft Teams, and Viktor decides which Satuit actions to take, runs them, and reports back. ### Is my Satuit data secure with Viktor? Yes. Viktor connects to Satuit in one click via OAuth, runs in an isolated environment per team, and never trains models on your data. Sensitive actions wait for your approval, and you can revoke access at any time. Viktor is SOC 2 Type 1 compliant, with Type 2 and ISO 27001 in progress. ### How much does the Satuit integration cost? Nothing extra - every integration, including Satuit, is available on every plan. You can start free with up to $100 in credits, no credit card required; paid plans start at $50/month. ### Can Viktor use Satuit together with my other tools? Yes - that's the point. Viktor connects to 3,200+ tools and works across them in a single run: it can pull data from Satuit, cross-reference it with another tool - for example Slack or Gmail, and deliver the finished result in Slack or Microsoft Teams. ## Viktor uses Satuit together with - [Slack](https://viktor.com/integrations/slack) - [Gmail](https://viktor.com/integrations/gmail) - [Google Sheets](https://viktor.com/integrations/google-sheets) - [Notion](https://viktor.com/integrations/notion) - [Salesforce](https://viktor.com/integrations/salesforce) - [Stripe](https://viktor.com/integrations/stripe) ## More Sales & CRM integrations - [HubSpot](https://viktor.com/integrations/hubspot) - [Upsales](https://viktor.com/integrations/upsales) - [Keap (Infusionsoft)](https://viktor.com/integrations/keap-infusionsoft) - [Apollo.io (API Key)](https://viktor.com/integrations/apollo-io-api-key) - [Teamgate](https://viktor.com/integrations/teamgate) - [Pipedrive](https://viktor.com/integrations/pipedrive) - [Enrich Layer](https://viktor.com/integrations/enrich-layer) - [Zoom](https://viktor.com/integrations/zoom) ## Get started Viktor is free to start - up to $100 in credits, no credit card required. All 3,200+ integrations are included on every plan. Sign up at https://viktor.com or browse all integrations at https://viktor.com/integrations.