Dotdigital
Chat connectors integration
Yes. Connecting Dotdigital lets the Obsidian AI chat look up contacts, campaigns, and email marketing data.
What the Dotdigital integration does
Connecting Dotdigital to Obsidian brings email marketing into the AI chat. Ask how a campaign performed, check whether a client is on a list, or look up contact data without opening Dotdigital. Each adviser connects their own Dotdigital account via OAuth.
What advisers can do
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Read
Let the AI chat look up data through this connector.
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Actions
Let the AI chat take actions through this connector.
Example prompts
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“How many contacts are in the autumn newsletter list?”
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“What was the open rate of the last Dotdigital campaign?”
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“Is Sarah Johnson on the ISA season campaign list?”
How it works
Obsidian connects to your Dotdigital account via OAuth. Once authorised, Dotdigital tools appear in the AI chat so you can look up contacts, campaigns, and related data. Disconnect at any time from Playbook → Apps.
How to connect
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Go to Playbook → Apps in Obsidian.
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Find Dotdigital and click Connect.
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Authorise access via OAuth — no passwords are stored in Obsidian.
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Dotdigital tools then appear in the AI chat.
Works with
Availability
This integration is included with Obsidian's AI Practice Management module, so every firm can connect Dotdigital.
Frequently asked questions
FAQ
Yes. Connecting Dotdigital lets the Obsidian AI chat use Dotdigital's tools from your adviser workflow.
You can ask the AI chat about campaign performance, list membership, and contact data without leaving Obsidian.
Yes. All integrations are included with Obsidian's AI Practice Management module.
Go to Playbook → Apps in Obsidian and click Connect next to Dotdigital. You'll be redirected to authorise access via OAuth. No passwords are stored.
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