Files & storage

Sources — where your knowledge comes from

A source is a place your knowledge lives. The built-in “Uploaded documents” source holds files you upload here; you can also connect a Google Drive, a OneDrive/SharePoint library (including Microsoft Teams files), Dropbox, a Nextcloud/ownCloud/WebDAV folder, Notion pages and databases, email (a dedicated forwarding mailbox, or a full mailbox read automatically), your meeting transcripts (Teams, Zoom, Fireflies, Granola), an Amazon S3 bucket, a SQL database or Airtable base, a CRM or ERP, your accounting (Xero, QuickBooks), signed agreements (DocuSign, PandaDoc), your issue tracker or help desk, HR records, or your website. Everything from all sources feeds one knowledge base.

Common places, and how they map to sources

• Microsoft Teams — files shared in Teams channels live in the team's SharePoint library: add a OneDrive / SharePoint / Teams source — whole-organisation mode covers every team by itself, or use Choose library to sync one team's library.
• Meetings (Teams transcripts, Zoom, Fireflies, Granola) — every transcribed meeting becomes dated minutes: the AI summary where the platform makes one, plus the full who-said-what, tied to the people on the call. Read-only.
• Office file server or NAS (shared network drive) — connected by your provider as a folder source; documents on the share then sync like any other source. Ask your provider to set it up.
• Website, help centre or knowledge base (Zendesk, Freshdesk, WordPress…) — add a Website / Help centre source with the page URLs or the site's sitemap.xml.
• Nextcloud, ownCloud or any WebDAV server — add a Nextcloud / WebDAV source with the server address and an app password.
• Notion — add a Notion source; whatever pages and databases you connect the integration to become searchable.
• A database, CRM or ERP (PostgreSQL / Supabase, MySQL / MariaDB, or Microsoft SQL Server — the engines most on-prem ERPs run on) — add a SQL database source with a read-only connection: it reads the schema and turns your customers, invoices, contracts and so on into records it can reason over, with figures totalled exactly.
• HubSpot (CRM) — companies, contacts, deals and tickets become records the assistant reasons over, with logged notes, emails, calls and meetings as dated activity. Read-only.
• Salesforce (CRM) — accounts, contacts, opportunities, cases and leads become records, with the tasks, events and files logged against them. Read-only.
• Pipedrive (CRM) — organizations, people and deals become records, with their notes, activities and files. Read-only.
• Zoho CRM — accounts, contacts, deals and leads become records, with their tasks, calls, events and notes. Read-only.
• Microsoft Dynamics 365 — accounts, contacts, opportunities, cases and leads become records, with the activity logged against them. Read-only.
• GitHub / GitLab / Bitbucket — issues, pull/merge requests and their comment threads become searchable documents. Read-only.
• Jira / Linear / Asana / ClickUp / Trello / monday.com — issues, tasks, cards and items, with their comments, become documents tied to project, board and assignee. Read-only.
• Basecamp — each project's message-board posts, to-dos and written documents, with their comment threads. Read-only.
• Zendesk / ServiceNow — support tickets and incidents, with the full conversation, become documents tied to the customer. Read-only.
• An ERP (Odoo) — customers, sales orders, invoices, leads and products become records, with order and invoice totals per customer, and attachments brought in. Read-only.
• Accounting (Xero, QuickBooks Online) — contacts, invoices, bills, payments and the chart of accounts become records with exact totals: who owes what, since when. Read-only.
• Signed agreements (DocuSign, PandaDoc) — each envelope, proposal or contract arrives as its PDF with its signing state and parties: the executed paper itself, findable and citable. Read-only.
• Airtable — every base's tables and records become findable facts, with linked records resolved to real names and figures totalled exactly. Read-only.
• HR (Personio, BambooHR) — the employee directory becomes records — who works here, in what role, which team — plus BambooHR's who's-out calendar. Read-only; pick the access groups accordingly.
• Email, forwarded — set up a Dedicated mailbox (forwards) source and forward anything worth keeping: the message and its attachments are ingested automatically.
• Shared mailbox (info@, support@…) or a whole account — add it as a Full mailbox (auto-read) source: every message is read as it arrives, with newsletters, spam and auto-replies filtered out.
• Paper documents — scan them (your scanner's PDF output is fine, scans are OCR'd automatically) and upload them, or have the scanner save into the connected file server folder.
• Google Docs, Sheets and Slides — imported automatically when their Drive folder is connected.

Don't see the tool you use in the catalog?

You can usually still connect it. Most business software — ERPs, accounting packages, booking systems, industry tools, custom in-house software — keeps its data in an ordinary database underneath, usually PostgreSQL, MySQL/MariaDB or Microsoft SQL Server. Ask whoever runs that tool (your IT person, or the tool's vendor or support) for read-only access to its database, then add it here as a SQL database source: the assistant reads the records and answers from them exactly as it does for any other source.

And if that route isn't possible — or you'd simply rather we handled it — open a support ticket (Help → Open a support ticket) telling us which system you use. We review every request and can often add a connector for it; asking costs nothing and helps us decide what to build next.

Syncing keeps it current, automatically

Each source is synced on a schedule and whenever you press Sync. A sync is incremental: it checks the source for new, changed and removed documents and updates the knowledge base to match — so when a file changes in the Drive, the next sync picks up exactly that change without re-processing everything. Recent syncs are listed under Settings → Background activity.

Adding a source

1. Open Documents → choose the type from the catalog.
2. Fill in its details. Help is built into the window: the ? next to the description opens that type's step-by-step setup guide, and every field has its own ? explaining what the field is and where to find the value.
3. Scoping knobs (folders, exclude patterns) sit under the collapsed “Advanced — what to include” fold — the default is simply connect everything.
4. Choose which groups may read this source's documents.
5. Press Test to confirm the connection, then Sync to bring the documents in.

Sources whose platform knows your team (a CRM, an ERP, an issue tracker) can also create the team's accounts for you — see “Import your team from a connected system”.

Last updated 29 Aug 2026