> ## Documentation Index
> Fetch the complete documentation index at: https://sofiedocs.usetransfer.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connected apps

> Understand how Sofie can use connected apps from chat, including email, calendar, cloud files, and CRM sources when enabled.

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.

## What connected apps can support

Depending on what is enabled, Sofie may help with:

| App area    | Examples                                                                       |
| ----------- | ------------------------------------------------------------------------------ |
| Email       | Search, read, draft, and send email.                                           |
| Calendar    | Find events, read event details, create events, edit events, or delete events. |
| Cloud files | Search, browse, read, and import files from connected drives or sites.         |
| CRM         | Search records, read records, create or update records when confirmed.         |

Sofie can use connected apps from chat when the request calls for them.

## 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.

<Note>
  If you do not see a connected app action, it may not be enabled, connected, or allowed for your role.
</Note>

## Provider setup

Administrators enable and configure connected app providers for your organization. If you manage integrations, use [Integration administration](/admin/integration-administration) for Microsoft 365, Google Workspace, and Salesforce setup guides.

## Connect an app

The exact connection flow depends on your organization settings.

General steps:

<Steps>
  <Step title="Open settings or integrations">
    Go to the place your organization uses for connected accounts.
  </Step>

  <Step title="Choose the app">
    Select the app you want Sofie to use.
  </Step>

  <Step title="Authorize access">
    Review the requested permissions and complete the sign-in flow.
  </Step>

  <Step title="Return to chat">
    Ask Sofie to use the connected source or action.
  </Step>
</Steps>

## Ask Sofie to use a connected app

Examples:

```text theme={null}
Search my recent emails for messages about the PPQ sampling plan and summarize open questions.
```

```text theme={null}
Find calendar meetings with the validation team next week and draft an agenda.
```

```text theme={null}
Search SharePoint for files related to release assay readiness and suggest which ones to import into the Workspace.
```

```text theme={null}
Find Salesforce records for this account and summarize open quality-related follow-ups.
```

## 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.

```text theme={null}
Search SharePoint for documents about PPQ sampling rationale. Recommend which files to import into the validation Workspace and why.
```

After import, use [Workspace knowledge](/workspaces/workspace-knowledge) to decide which items should be included in **Workspace search**.

## 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.

<Warning>
  Connected app actions can affect systems outside Sofie. Review the preview before approving.
</Warning>

## Good connected app prompts

```text theme={null}
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.
```

```text theme={null}
Draft an email to the validation team summarizing these open questions. Do not send it until I approve the recipients and body.
```

```text theme={null}
Create a calendar event for the CAPA review meeting. Show me the title, attendees, date, time, and agenda before creating it.
```

## Connected apps versus Workspaces

| Use connected app search when                   | Use 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.                                  |

## Troubleshooting

<Accordion title="Sofie cannot find the app">
  Confirm the integration is enabled for your organization and connected to your account.
</Accordion>

<Accordion title="Sofie can read but not write">
  Your role, organization settings, or connection permissions may allow read access but block write actions.
</Accordion>

<Accordion title="Search results are too broad">
  Add date ranges, names, file types, project identifiers, or a specific connected source.
</Accordion>

<Accordion title="The file should be reusable">
  Import it into the right Workspace and include it in Workspace search if it should guide future answers.
</Accordion>