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 |
 Databricks | Databricks |
 Snowflake Basic | Snowflake |
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:
Adding a custom connectorComing soon
If the app you need isn't in the list, you can connect it yourself using a custom API connector. This lets SoterAI talk to any external system that offers an API — no bespoke build required.
Open the Connectors panel (the puzzle piece icon in the chat input bar), scroll to the bottom of the list, and click + Add custom API.
Enter the connector details
Fill in the form that appears:
- Name — a label for the connector (for example, Acme API). This is how it will appear in your connectors list.
- Base URL — the root address of the API you're connecting to (for example, https://api.example.com).
- API docs & when to use it — paste the relevant endpoints, methods, and parameters, along with a short note on when SoterAI should use this connector. The more detail you give here, the better SoterAI can work out how to call the API on your behalf.
Choose how to authenticate
Custom connectors support two authentication methods. Pick the one your API uses:
| Method | Use it when | What you provide |
|---|---|---|
| API key / secrets | Your API authenticates with one or more static keys or tokens. | One or more secrets, each with a name and a value. Reference a secret elsewhere in your request as ${NAME}. Click Add secret to store more than one. |
| OAuth2 (client credentials) | Your API mints a short-lived token from a client ID and secret. | Token URL, Audience (optional), Client ID, and Client secret. SoterAI obtains and refreshes the token for you server-side. |
When everything is filled in, click Save. Your custom connector now appears in the connectors list alongside the built-in apps, ready to use in chat.
❗ Keep your credentials safe. Secrets, client IDs, and client secrets are sensitive. Only add a custom connector for an API you trust, and use credentials scoped to the minimum access you need.
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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