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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:
App areaExamples
EmailSearch, read, draft, and send email.
CalendarFind events, read event details, create events, edit events, or delete events.
Cloud filesSearch, browse, read, and import files from connected drives or sites.
CRMSearch records, read records, create or update records when confirmed.
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: 
Search my recent emails for messages about the PPQ sampling plan and summarize open questions.

Find calendar meetings with the validation team next week and draft an agenda.

Search SharePoint for files related to release assay readiness and suggest which ones to import into the Workspace.

Find Salesforce records for this account and summarize open quality-related follow-ups.

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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. 
Search SharePoint for documents about PPQ sampling rationale. Recommend which files to import into the validation Workspace and why.
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

Search Google Drive for protocol drafts that mention media fill acceptance criteria. Do not import anything yet. Return file name, date, likely relevance, and question to confirm.

Draft an email to the validation team summarizing these open questions. Do not send it until I approve the recipients and body.

Create a calendar event for the CAPA review meeting. Show me the title, attendees, date, time, and agenda before creating it.

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Connected apps versus Workspaces

Use connected app search whenUse a Workspace when
You need to find files where they already live.The files should become shared project context in Sofie.
You need email, calendar, file, or CRM context.Sofie should reuse files and artifacts across chats and Orchestrations.
The source may not belong in Sofie yet.The team needs a shared knowledge base.
You are doing one-time discovery.You are building durable project work.

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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.