> ## Documentation Index
> Fetch the complete documentation index at: https://docs.helloleo.dev/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Integrations

> Learn how to use integrations effectively

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

## 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.

## Using Integrations in Prompts

### 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.
```

### 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.
```

### 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.
```

### 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.
```

## Common Patterns

### Display Lists

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

### Create Forms

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

### Update Records

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

### Search and Filter

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

## Best Practices

### 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

### Use Integration Names

Always mention which integration you're using:

* ✅ "Show products from Odoo"
* ❌ "Show products" (Leo doesn't know where)

### Describe the Outcome

Focus on what you want to achieve:

* ✅ "Save form data to Airtable Contacts table"
* ❌ "Use the API to POST data"

## Example Prompts

### 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.
```

### 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.
```

### 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.
```

## Troubleshooting

### 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

### 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

### 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

<CardGroup cols={2}>
  <Card title="Integration Guides" icon="book" href="/integrations/odoo">
    See integration-specific guides
  </Card>

  <Card title="Network Monitor" icon="activity" href="/features/network-monitor">
    Debug integration API calls
  </Card>
</CardGroup>
