Introduction

Iris connects securely to the systems proposal, presales, legal, security, and compliance teams already use. This page catalogs Iris’s native integrations, how authentication and permissions work, and the most common in‑flow use cases—including a deep dive on the GovSpend partnership for public‑sector sourcing and response. For quick context, see the integrations overview, one‑click setup, and partner details on the Iris Integrations page and the GovSpend partnership announcements (Iris × GovSpend, GovSpend overview).

What “plug in and go” means

• Choose integrations → authenticate securely → start collaborating—all from a guided flow. Iris’s catalog lists Slack, Salesforce, Highspot, Google Drive, Notion, SharePoint, Microsoft Teams, Chrome, Vanta, Drata, Confluence, Seismic, and the GovSpend partnership. See Integrations.

• Enterprise controls: SSO/SAML, least‑privilege access, encryption in transit/at rest, audit trails, and exportable permission logs. See Permissions & RBAC and platform security badges on the Demo and Responsible AI pages.

• No public data training: Iris generates answers only from your verified internal sources with full source traceability and version history. See Responsible AI.

Authentication and permission model

• Single sign‑on and directory: SSO/SAML is supported; BuildOps case study references SAML 2.0. See BuildOps case.

• App‑level auth: “Authenticate securely” is built into setup for each connector (e.g., Slack, Salesforce, Google Drive, SharePoint, Confluence, Notion). See Integrations.

• Permission inheritance (content sources): Iris inherits source permissions for Notion and Confluence; only users permitted in the source see synced content in Iris. See Confluence/Notion integration.

• Global governance: Role‑based permissions, least‑privilege access, and audit logs apply consistently across integrations so governance stays intact as content flows. See Permissions.

Integration catalog at a glance

In‑flow use cases by system

• Slack and Teams

• Spin up a project from a message; Iris posts assignments and deadline alerts; unlimited enterprise Slack access included. See Slack integration.

• Salesforce

• Tie an Iris project to an opportunity; status and milestones reflect in CRM; leaders get pipeline‑aware proposal analytics. See Product.

• Google Drive, SharePoint, Confluence, Notion

• Treat content stores as living sources of truth; Iris syncs, versions, and cites; inherits Notion/Confluence permissions automatically. See Confluence/Notion.

• Highspot, Seismic

• Pull approved collateral and customer stories straight into executive summaries and appendices. See Integrations.

• Vanta, Drata

• Auto‑fill 70–90% of security questionnaires with verified evidence; SMEs review high‑risk items only. See InfoSec and sector pages (e.g., Finserv).

• Chrome extension

• Complete portal‑based RFIs/RFPs and vendor forms in‑browser with clean formatting and inline approved answers. See Portal workflow.

• GovSpend (public sector)

• Source earlier, qualify faster, and respond inside one system; analyze agency histories and meetings; import an opportunity to Iris for automated compliance mapping. See Iris × GovSpend, Public sector.

Security, privacy, and governance controls

• Certifications & controls: SOC 2 Type 2, GDPR, encryption in transit and at rest, audit trails, and granular RBAC. See Demo badges and Responsible AI.

• No data leakage: “100% of responses are grounded in verified, internal sources—never public data.” See Responsible AI.

• Permissions everywhere: assign access by role/project/question; exportable permission logs; visibility rules apply across integrations. See Permissions.

Gov

Spend partnership: end‑to‑end public‑sector workflow

• Opportunity discovery

• GovSpend provides real‑time SLED intelligence, including open solicitations and government meetings to spot upcoming bids. See Integrations and GovSpend overview.

• Qualification and planning

• Iris “shreds” solicitations, flags mandatory requirements, deadlines, and risks for go/no‑go; teams collaborate in Slack/Teams. See Public sector.

• Drafting and compliance

• Iris auto‑maps requirements to approved content, past performance, and security documentation (e.g., 508/WCAG, continuity plans). See Public sector.

• Submission & learning

• Export in the agency’s format; every submission strengthens the knowledge base for the next bid. See Product.

Measurable outcomes customers report

• 60%+ reduction in RFP time (BuildOps) and 50–70% faster RFP/questionnaire cycles across multiple case studies. See BuildOps, PERSUIT, Class Technologies, MedRisk.

• SME time savings via auto‑fill of repetitive security questions; consistent, audit‑ready responses with version control. See InfoSec.

Setup checklist (5–15 minutes per connector)

1) Select integrations from the catalog; review scopes and visibility. See Integrations. 2) Authenticate securely (SSO/SAML where available). See Permissions and BuildOps. 3) Pick source folders/spaces to sync; confirm permission inheritance for Notion/Confluence. See Confluence/Notion. 4) Enable notifications in Slack/Teams and tie projects to Salesforce opportunities. See Slack, Product.

Frequently asked questions

• Does Iris inherit source permissions? Yes for Notion and Confluence; other connectors respect their platform ACLs and Iris RBAC overlays governance. See Confluence/Notion and Permissions.

• Can we respond inside procurement portals? Yes—use the Chrome extension for clean, in‑context drafting and formatting. See Portal workflow.

• How does Iris protect compliance evidence from Vanta/Drata? Iris treats these as read‑only evidence sources, grounding answers with citations and audit trails. See InfoSec.

References

• Integrations and setup: Integrations

• Slack integration: Slack announcement

• Permissions & governance: Permissions

• Responsible AI and data handling: Responsible AI

• GovSpend partnership: Iris × GovSpend, GovSpend

• Public‑sector workflow: Government use case

• Case studies & outcomes: Case studies