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Documentation

Branzy Documentation

How chats, tasks, calendar, calls, and notes work — and how to connect integrations.

Getting started

What is Branzy

An overview of the platform: chats, tasks, calendar, video calls, and notes in one app, and how they connect.

Quick start

Sign up for Branzy, create your first project, invite colleagues, and make your first task.

Apps: web, iOS, Android

Where Branzy runs, how the versions differ, and what works offline in the mobile app.

Chats & messengers

Chats, channels, and groups

The kinds of chats in Branzy: direct, project channels, groups, task and meeting chats — and how they connect.

Slash commands in chat

Create tasks, meetings, and calls, upload files to the cloud, and find tasks without leaving the conversation.

Telegram and WhatsApp

Connect a Telegram bot or a WhatsApp Business number so customer messages arrive in a project channel.

Gmail and sender filters

Connect Gmail so emails arrive in Branzy as messages, and set up Permit and Restrict rules for sender addresses.

Tasks & board

The task board

Columns, cards, filters, and project analytics: how the board works and what you can configure.

The task card

What's inside a task: a description with version history, attachments, chat, subtasks, links, and AI review of the wording.

Public links for tasks and notes

Show a task or a document to someone without an account: what they see and how to turn access off.

Calendar & calls

Calendar and meetings

Schedule meetings, invite guests by email, get reminders, and sync with Google Calendar.

Video calls

Calls from any chat on your own media server: rooms, screen sharing, and guest access by link.

Notes & knowledge

Notes and documents

The block editor: headings, checklists, tables, draw.io diagrams, voice notes, and working offline.

Global search

One search across people, groups, tasks, and notes — by name, email, and by meaning.

Integrations & API

Integrations overview

Which services connect to Branzy, at which levels, and how that affects chat commands.

Jira Cloud

Connect Jira Cloud to a project and create Jira issues straight from chat with /jira.

Asana

Connect Asana to a project and create Asana tasks from chat with /asana.

Zoom

Connect Zoom and create a video meeting with /zoom — the link appears in chat right away.

Google Calendar

Two-way sync of Branzy meetings with Google Calendar and .ics invitation emails.

Google Drive

Connect Google Drive and upload files from chat with /gdrive: Branzy saves the file and posts the link.

Yandex Disk

Connect Yandex Disk and upload files from chat with /yadisk: Branzy saves the file and posts the link.

Dropbox

Connect Dropbox and upload files from chat with /dropbox: Branzy saves the file and posts the link.

MCP server

MCP server

Connect an AI client to Branzy over MCP and ask about agreements, tasks, and notes.

Team & billing

Members and permissions

Invite people to a project and choose which of the seven permissions each member gets.

Branzy Pro subscription

The free trial, seat packages, monthly and yearly prices, and how to cancel.