Work
View as MarkdownConnecting a tool
Press Add Connection, pick the app, choose who may use it, and sign in or paste a key.
- On Connections, press Add Connection.
- Pick the app. Search the catalog of more than 1,500 apps, or browse by category. Under the results, two other ways in: A tool server by URL, or An API key for another app by its base URL. See Custom tools.
- Access. Choose who may use it. The narrowest option is the default. See Placement.
- Name it, and add a Description in your own words. Workers read the description to decide when to use it.
- How to connect. Sign in opens the app's own sign-in in a new tab; every worker placed here then acts as the account you sign in with. Use a key takes a key, checks it once, and keeps it out of every worker's reach. No sign-in is for tools that need none.
- Press Connect and finish in the other tab. The person who signs in does not need an Ergoly account.
From Slack
A worker can ask for a connection within its own reach, posting a sign-in link that lasts a few minutes or taking a key pasted in the thread. A workspace admin can also DM a worker connect <app>, such as connect hubspot, and get a link. Your AI Admin can connect an app for any worker and place it anywhere. See Connections, under Workers.
Later
A connection's status is Active, Waiting for sign-in, Expired, Failed or Revoked. Reconnect on the card offers Finish sign-in, Sign in again, or Replace key as the status calls for. Send reconnect links at the top DMs each person who owns a pending sign-in with their links. Remove confirms on the card.
