An app starts without access to workspace Knowledge or Connectors. Grant only the sources and services it needs from Settings.
Knowledge gives an app reference material
Knowledge sources are documents uploaded to the workspace. Assigning one lets the app use relevant material from it.
-
Open Knowledge
Open the app, choose Settings, then Knowledge.
-
Choose sources
Turn on only the sources this app needs, then save.
-
Test the app
Ask a question that can be answered from the assigned source.
Only sources that finished processing appear in the list.
Knowledge is the right choice when the app needs to interpret written material: a policy that governs whether a request is approved, a product catalog it should answer questions from, a playbook it should follow. It is the wrong choice for structured records the app filters and updates, which belong in Data, and for files the app simply stores and serves, which belong in Storage.
Connectors give an app external reach
A connector is an authorized connection to an outside service such as Google Sheets, Google Calendar, Google Drive, Slack, or Airtable. Authorization happens once at the workspace level; assigning the connector to an app is what lets that app’s functions use it.
-
Open Connectors
Open the app, choose Settings, then Connectors.
-
Choose connectors
Enable only the Connectors this app needs.
-
Test safely
Test with a non-critical record, private channel, or scratch file.
Two properties of connectors matter more than the mechanics:
A connector carries the permissions of the account you authorized. If you connected Google with an account that cannot see a particular Drive folder, neither can the app. When an app reports that a resource does not exist, the usual cause is that the authorized account cannot reach it, not that the app is broken.
Assignment and authorization are separate. A connector authorized for the workspace does nothing for an app until it is enabled on that app. If a function that should be writing to a sheet is doing nothing, check the Connectors tab before rebuilding anything.
Assign before requesting the integration
Grant access first, describe the behavior in chat, then test with a harmless record.
What copies carry
Remixing an app does not bring its Knowledge assignments or connector assignments across. A remixed app starts with none, so a copy that worked in the original workspace will need both granted again before it behaves the same way.