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
Most apps you connect yourself in a couple of clicks. Some enterprise systems need our team to complete the setup with you — those are marked Assisted setup and are covered in Connectors requiring assisted setup below.
Need SoterAI to work on a website that isn't listed here? Browser Use lets the agent work through the website in a browser instead — see Using Browser Use in SoterAI.
| App | Provider | How you connect it |
|---|---|---|
 Gmail | Self-serve | |
 Google Calendar | Self-serve | |
 Outlook | Microsoft | Self-serve |
 Microsoft Teams | Microsoft | Self-serve |
 Mitti (SafetyCulture) | SafetyCulture | Self-serve |
 SharePoint | Microsoft | Self-serve |
 OneDrive | Microsoft | Self-serve |
 Google Drive | Self-serve | |
 Slack | Slack | Self-serve |
 Jira | Atlassian | Self-serve |
 Confluence | Atlassian | Self-serve |
 Salesforce | Salesforce | Self-serve — requires a one-time approval by your Salesforce admin |
 GitHub | GitHub | Self-serve |
 Pipedrive | Pipedrive Inc | Self-serve |
 Active Campaign | ActiveCampaign | Self-serve |
 Box | Box | Self-serve |
 Dropbox | Dropbox | Self-serve |
 Monday.com | monday.com | Self-serve — requires the SoterAI app in your monday.com account first (use the Install app link on the Monday card) |
 Databricks | Databricks | Self-serve |
 Google Analytics | Self-serve | |
 Snowflake Basic | Snowflake | Self-serve |
 Origami Risk | Origami Risk | Self-serve |
 Applied Epic | Applied Systems | Assisted setup |
 Vertafore ImageRight | Vertafore | Assisted setup |
 Vertafore Sagitta | Vertafore | Assisted setup |
 Duck Creek | Duck Creek Technologies | Assisted setup |
 ZoomInfo | ZoomInfo | Assisted setup |
 M-Files | M-Files | Assisted setup |
 LexisNexis | LexisNexis | Assisted setup |
 Cority | Cority | Assisted setup |
 Samsara | Samsara | Assisted setup |
 Sedgwick | Sedgwick | Assisted setup |
 Tableau | Tableau | Assisted setup |
 UKG | UKG | Assisted setup |
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)
- 1Click the puzzle piece icon in the chat input bar — it sits next to the + upload button. This opens the Connectors panel.
- 2Open the Available tab, use the Search integrations bar at the top to find the app you want, and click Connect.
- 3SoterAI provides an authorisation link. Click it, sign in to your account in the browser window that opens, and grant access.
- 4Come back to the chat — you’re connected.
Using the chat
You can also connect directly by asking SoterAI in General Chat:
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 Mitti (SafetyCulture) connection guide if you experience difficulties
How the Connectors panel is organized
The panel is split into three tabs, each showing a live count of what it contains.
| Tab | What it shows | What you can do there |
|---|---|---|
| Connected | Every connector currently active in your workspace, including app connections and your own custom APIs. Each row carries a green Connected badge. | Disconnect to remove access. |
| Available | Everything you have not connected yet, grouped into labeled categories. | Connect to start the authorisation flow, or Request setup on an assisted connector. |
| Custom | Your own custom API connectors. | + Add custom connector, or edit and delete the ones you have already built. |
Categories in the Available tab
Available connectors are grouped so you can scan by the kind of work you want SoterAI to do, rather than reading one long list. The groups appear in a fixed order:
- Email & calendar
- Communication
- Files & documents
- Risk & safety
- CRM & sales
- Data & analytics
- HR & workforce
- Project management
- Developer
- Other
A group only appears if it has at least one connector you have not yet connected.
Searching
Type in the Search integrations bar to filter the tab you are currently on. While a search is active, each tab label shows how many matches it holds — so if the app you are looking for is already connected, or is one of your custom APIs, you can see that at a glance and switch tabs instead of assuming it isn't there.
The Hide connected toggle has been removed. It is no longer needed: the Connected and Available tabs now keep the two lists apart by default.
Connectors requiring assisted setup
Some enterprise systems cannot be connected with a single sign-in — they need credentials that only your organization can issue, and in some cases a change on your side before the connection will work at all. These connectors are still listed in the Available tab so you can see the capability exists, but their button is Request setup rather than Connect.
Clicking Request setup opens a prefilled email to our support team with the connector and your workspace already filled in. Send it, and we will get in touch to complete the setup with you. If your email app does not open, write to help@soteranalytics.com instead.
What to prepare
Each connector's card in the Available tab shows a short summary of what we'll need, and the prefilled email includes the same checklist. Some of these connectors also need you to allow SoterAI's outbound traffic through your firewall — they're marked in the table below. If yours is one of them, ask our support team for Soter's egress IP address in your setup request so you can add it to your allowlist.
| Connector | Category | What we will ask you for | Firewall allowlist |
|---|---|---|---|
| Applied Epic | Risk & safety | Your tenant URL, an OAuth client ID and secret, and the API scopes you have enabled. | Yes |
| Vertafore ImageRight | Risk & safety | The ImageRight server URL, API credentials, and your product version. | Yes |
| Vertafore Sagitta | Risk & safety | Your Sagitta version and environment URL, whether REST or SOAP access is available to you, and credentials. | Yes |
| Duck Creek | Risk & safety | The product modules and version you run, your tenant API URL, credentials, and the API documentation for your instance. | Yes |
| ZoomInfo | CRM & sales | Confirmation that your ZoomInfo subscription is API-enabled, an OAuth app client ID and secret, and the enrichment use case you have approved. | No |
| M-Files | Files & documents | Your vault URL and GUID, your identity provider with OAuth sign-in set up, and your M-Files admin’s agreement to add SoterAI to the vault’s OAuth configuration. On-premises vaults also need the REST API reachable over HTTPS. | On-premises only |
| LexisNexis | Risk & safety | Confirmation of an active Lexis API subscription with third-party processor access, your API credentials, and the products in scope (for example Protégé API, CourtLink or Lex Machina). | No |
| Cority | Risk & safety | Confirmation of Cority API access (Enviance needs a Connectors licence), your tenant URL, the modules in scope, and an API refresh token for a read-only API user. | Yes |
| Samsara | Risk & safety | A read-only API token (Settings > API Tokens) with the scopes you need, your dashboard region (US or EU), and the data in scope, such as safety events or hours of service. | No |
| Sedgwick | Risk & safety | API client credentials from your Sedgwick account team, your viaOne region, and the client accounts to connect. | No |
| Tableau | Data & analytics | Your Tableau Cloud or Server URL, site ID, and a Personal Access Token name and secret from a dedicated user with API access to the data. | No |
| UKG | HR & workforce | The UKG products in scope (Pro HCM, Workforce Management, HR Service Delivery), your tenant URL, and API credentials. A test tenant is preferred. | No |
Why these need our help. These systems either hold the API credentials on your side, require a license tier or entitlement we cannot grant, or expose no self-serve authorisation flow at all. Requesting setup is the fastest route — it puts the request straight into our support queue with the details we need.
App-specific guides
Select an app below for detailed setup instructions, example queries, and use cases:
GmailView guideGoogle Drive & CalendarView guideOutlookView guideMicrosoft TeamsView guideMitti (SafetyCulture)View guideSharePointView guideOneDriveView guideSlackView guideJiraView guideConfluenceView guideSalesforceView guideGitHubView guidePipedriveView guideActive CampaignView guideBoxView guideDropboxView guideMonday.comView guideDatabricksView guideGoogle AnalyticsView guideSnowflake BasicView guideOrigami RiskView guideApplied EpicView guideVertafore ImageRightView guideVertafore SagittaView guideDuck CreekView guideZoomInfoView guideM-FilesView guideLexisNexisView guideCorityView guideSamsaraView guideSedgwickView guideTableauView guideUKGView guideAdding a custom connector
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), go to the Custom tab, and click + Add custom connector.
Enter the connector details
- 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 is connected straight away — it appears in both the Custom tab and the Connected tab, 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” |
Things to know
The tab counts are live
They reflect what is actually in your workspace, so the Available count shrinks as you connect more apps.
An empty tab tells you so
If you have no connections yet, or no custom APIs, the tab explains that rather than showing a blank panel.
Assisted connectors stay visible
They remain in the Available tab whether or not you have requested setup, so the capability is always discoverable.
Custom connectors are connected on save
There is no separate connect step after you fill in the form.
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