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Connected apps let Sofie work with sources and actions outside Sofie when your organization enables them and you connect your account. Availability depends on your organization, your permissions, and the connected account.

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What connected apps can support

Depending on what is enabled, Sofie may help with: Sofie can use connected apps from chat when the request calls for them.

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Supported app families

Your organization may enable:
  • Microsoft 365 for email, calendar, OneDrive, and SharePoint.
  • Google Workspace for Gmail, Calendar, and Drive.
  • Salesforce for CRM records and custom-object workflows.
If you do not see a connected app action, it may not be enabled, connected, or allowed for your role.

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Provider setup

Administrators enable and configure connected app providers for your organization. If you manage integrations, use Integration administration for Microsoft 365, Google Workspace, and Salesforce setup guides.

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Connect an app

The exact connection flow depends on your organization settings. General steps:
1

Open settings or integrations

Go to the place your organization uses for connected accounts.
2

Choose the app

Select the app you want Sofie to use.
3

Authorize access

Review the requested permissions and complete the sign-in flow.
4

Return to chat

Ask Sofie to use the connected source or action.

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Ask Sofie to use a connected app

Examples:

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Import connected files into a Workspace

Use cloud file search when you need to find files. Import files into a Workspace when they should become shared Sofie source context.
After import, use Workspace knowledge to decide which items should be included in Workspace search.

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Review write actions

Sofie may ask for approval before it sends, creates, updates, or deletes something. Review:
  • Recipients or attendees.
  • Record names.
  • Field values.
  • Dates and timezones.
  • Body text.
  • Attachments.
  • Whether the action should happen now.
Connected app actions can affect systems outside Sofie. Review the preview before approving.

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Good connected app prompts

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Connected apps versus Workspaces

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Troubleshooting

Confirm the integration is enabled for your organization and connected to your account.
Your role, organization settings, or connection permissions may allow read access but block write actions.
Add date ranges, names, file types, project identifiers, or a specific connected source.
Import it into the right Workspace and include it in Workspace search if it should guide future answers.