Integrations
Nobody is switching tools mid-deal. Atlantic M&A picks the work up from the meetings, calendars and trackers your team is already living in, so the plan stays current without anyone retyping it.
For each one: what it does for you, and whether anything ever changes on the other side. Where something is only available on certain plans or project types, the card says so.
Zoom · Microsoft Teams · Google Meet
A notetaker joins the meetings you choose. The plan is then brought up to date from what was actually said, and you see every change before it counts — so nobody sits down afterwards and types the actions into a tracker.
Google Calendar · Microsoft 365
Connect a calendar and the governance schedule knows which meetings are real and where to send a notetaker. We can see your meetings and nothing else — we cannot add, move or cancel anything.
Jira Cloud
Your delivery team carries on in Jira and the program record stays right, because each piece of information belongs to one side only. Nothing gets overwritten, and there is never an argument about which tool to believe.
Google Workspace · Microsoft 365
Connect a mailbox and deal correspondence reaches the project record instead of sitting in one person's inbox. You only see what relates to the work — mail is matched to your live deals, projects and workstreams, and newsletters and marketing are left out — so the inbox is the program, not everything that arrived.
Claude, Cursor and other AI assistants
Point the AI assistant you already use at your own deal data — projects, risks, work plan, documents and meetings — and ask it questions directly. It only ever sees your account. Your assistant, your AI, your subscription; we are not in the middle of it.
Transcripts · Smartsheet · documents
No connection needed, and never restricted by plan. Drop in a transcript from any platform, a Smartsheet export or a set of documents, and it joins the same record as everything else.
Most "two-way sync" means two systems quietly overwriting each other until somebody gives up and keeps a spreadsheet. This is narrower on purpose. Each piece of information has one owner, so the same thing is never changed in two places at once.
What the task is, and when it is due
Yours to set in Atlantic M&A. The program decides the work and the deadline, and Jira follows.
Whether it is done
Your delivery team's call, in Jira. They mark it complete where they already work, and the program picks it up.
Available on cloud migration projects, on the Pro plan and above.
The questions your IT and security people will ask, answered before you have to go and find out.
The calendar connection lets us see your meetings and nothing more — it cannot change them, and it is kept separate from mail. We never keep the key that opens your calendar: it goes straight to the notetaking service and is held only for the few seconds it takes to finish connecting.
UK and European customers are served by a European notetaking service, entirely separate from the US one. Access to one is refused by the other, so where your data lives is settled by how the systems are built, not by a promise in a policy.
If you connect your own AI assistant, your data goes to the AI you already chose and already have a contract with. We do not pass it through an AI of ours — so there is no extra supplier for your team to check.
Tell us what you run on. If something you need isn't here yet, it is far more useful to know that before you buy than after.
