Connecting External Apps to SoterAI
SoterAI can connect directly to your cloud storage, email, and work tools — so you can ask it questions about your own files and documents without uploading anything manually.
What you can connect
| App | Provider |
|---|---|
 Gmail | |
 Google Calendar | |
 Outlook | Microsoft |
 Microsoft Teams | Microsoft |
 SafetyCulture | SafetyCulture |
 SharePoint | Microsoft |
 OneDrive | Microsoft |
 Google Drive | |
 Slack | Slack |
 Jira | Atlassian |
 Confluence | Atlassian |
 Salesforce | Salesforce |
 GitHub | GitHub |
 Pipedrive | Pipedrive Inc |
 Monday.com | Monday.com |
Note: All connections are read-only. SoterAI can read and search your files and data, but cannot create, edit, or delete anything.
How to connect an app
There are two ways to connect an external app:
Using the Connectors icon (recommended)
Click the puzzle piece icon in the chat input bar — it sits next to the + upload button. This opens the Connectors panel.
Use the Search connectors bar at the top to quickly find a specific app, or scroll through the list. Find the app you want to connect and click Connect. SoterAI will provide an authorisation link — click it, sign in to your account in the browser window that opens, and grant access. Once done, come back to the chat — you're connected.
Using the chat
You can also connect directly by asking SoterAI in General Chat:
"Connect to Google Drive"
SoterAI will reply with an authorisation link. The flow is the same from there.
Your connection is persistent. You don't need to reconnect every time you start a new conversation.
Use the SafetyCulture connection guide if you experience difficulties
How the Connectors panel is organized
The panel is designed to surface the most relevant integrations at a glance:
- Connected apps always appear at the top, marked with a green Connected badge. From there you can click Disconnect to remove access at any time.
- Unconnected apps follow below in a fixed priority order, so the most commonly used integrations are visible without scrolling.
- Use the Search connectors bar to filter the list in real time — it works across app names and is case-insensitive.
- Use the Hide connected toggle (top right) to temporarily hide your connected apps and focus on what's available to add. This resets each time you close and reopen the panel.
App-specific guides
Select an app below for detailed setup instructions, example queries, and use cases:
Using a connected app
Once connected, just ask naturally — SoterAI will fetch what you need:
| What you want | Example |
|---|---|
| Search files | "Find all safety audit files in my Google Drive" |
| Read an email | "Show me important emails from today" |
| Browse folders | "What's in my OneDrive root folder?" |
| Check your calendar | "What meetings do I have this week?" |
| Read a specific file | "Read the Q1 report from my SharePoint" |
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