Once you’ve connected an integration, here’s how to use it effectively in your prompts.

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How HelloLeo Middleware Works

HelloLeo uses secure middleware (Integration Proxy) that:
  • Safely stores your API keys - Encrypted and never exposed
  • Connects your frontend directly - No CORS issues
  • Handles authentication - Manages API calls automatically
  • Works seamlessly - You just reference the integration in prompts
You don’t need to worry about the technical details - just connect your integration and start using it.

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Using Integrations in Prompts

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Displaying Data

Ask Leo to show data from your integrations: 
Show all products from my Odoo inventory. Display name, 
price, and quantity available.

Create a dashboard showing customers from Airtable with 
their contact information and order history.

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Creating Records

Ask Leo to save data to your integrations: 
When the contact form is submitted, save the data to 
Airtable in the "Contacts" table.

Create a form that adds new products to Odoo when submitted.

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Updating Data

Ask Leo to modify existing records: 
Add an "Edit" button to each customer that opens a form 
to update their information in Odoo.

Allow users to update product prices directly from the 
product list page.

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Searching and Filtering

Ask Leo to search your integration data: 
Add a search bar that finds customers in Airtable by 
name or email.

Filter products by category from Odoo. Show only products 
in the selected category.

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Common Patterns

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Display Lists

Show all [items] from [integration]. Display [fields] 
in a [layout type].

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Create Forms

Create a form that saves [data] to [integration] in 
the [table/model] when submitted.

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Update Records

Add the ability to edit [items] from [integration]. 
Save changes when the form is submitted.

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Search and Filter

Add a search bar that filters [items] from [integration] 
by [criteria].

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Best Practices

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Be Specific About Data

  • Name the integration - “from Odoo” or “to Airtable”
  • Specify fields - Which data to show or save
  • Describe layout - How to display the data

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Use Integration Names

Always mention which integration you’re using:
  • ✅ “Show products from Odoo”
  • ❌ “Show products” (Leo doesn’t know where)

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Describe the Outcome

Focus on what you want to achieve:
  • ✅ “Save form data to Airtable Contacts table”
  • ❌ “Use the API to POST data”

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Example Prompts

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Odoo Examples

Display all products from Odoo in a grid. Show product 
image, name, price, and stock quantity.

Create an order form that saves orders to Odoo when 
submitted. Include customer selection and product selection.

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Airtable Examples

Show all customers from Airtable in a table. Display 
name, email, phone, and company. Add a search function.

Create a contact form that saves submissions to Airtable 
in the "Leads" table with fields: Name, Email, Message.

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Notion Examples

Display pages from my Notion database. Show title, 
last edited date, and a link to view each page.

Create a page that shows the content from a specific 
Notion page formatted nicely.

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Troubleshooting

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Integration Not Working

  • Check credentials - Verify API keys are correct
  • Test connection - Use the test button in settings
  • Check permissions - Ensure API keys have correct access
  • Review errors - Check Network Monitor for API errors

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Data Not Showing

  • Verify integration - Make sure it’s connected and enabled
  • Check data exists - Ensure there’s data in your integration
  • Review prompts - Be specific about what data to show

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Can’t Save Data

  • Check permissions - API keys need write access
  • Verify table/model - Ensure it exists in your integration
  • Review field names - Match field names exactly

Integration Guides

See integration-specific guides

Network Monitor

Debug integration API calls