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What are Connectors?

Connectors are software components that sync and index data from external applications into Novaplan AI. They enable your chatbot and agents to search through your organization’s knowledge base. Use Connectors when you want to query or search data. The indexed data becomes searchable knowledge for your AI assistants. Key characteristics:
  • One-way data sync - Import data into Novaplan AI for indexing
  • Knowledge retrieval - Make data searchable for AI assistants
  • Scheduled or manual syncing - Choose an available sync strategy for each connector; results are not necessarily updated in real time
Important: Connectors that match source users to Novaplan AI accounts by email need readable, matching addresses. Other connectors use service accounts, keys, or connector-scope permissions. Check the requirements and access model in the specific connector guide.
When you want to use both Connector and Toolset: In the Agent Builder add nodes from Knowledge (Collections, API Apps) for document search and context retrieval, and add nodes from Tools for performing actions. Connect both to your Agent Core so the agent can search context and take action in the same conversation.

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Available Connectors

Our platform supports connectors across these ecosystems. The options visible under Workspace → Connectors and Your Personal Connectors depend on your Enterprise workspace. If a connector covered here is not listed in your workspace, contact Novaplan Support before following its setup guide.

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Google Workspace

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Microsoft Ecosystem

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Atlassian

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Communication & Support

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Web and feeds

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Local storage

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Cloud Storage

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Development & Project Management

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Database & Analytics

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Security & Compliance

Connector access depends on the external service’s authentication method, the permissions granted during setup, and the user’s access to indexed content. Review the specific connector guide before granting access. For questions about Novaplan’s security and compliance commitments, contact Novaplan Support.

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Frequently Asked Questions

Example: Use a Gmail Connector to index and search your email history. Use a Gmail Toolset to send new emails through an agent.
Connector — Use when you need document context search: connectors sync and index your documents, emails, and pages so your assistant can find and use that context, and they do not perform actions.Toolset — When you need actions: create or update content, send messages, or run analytical queries (e.g. JQL, CQL, reports).Quick takeaway: Search & context → Connector. Actions → Toolset.
The callback URL is displayed in Novaplan AI when configuring a connector:
  1. Open Workspace Settings and find the relevant connector under the workspace or personal connector section described in its guide.
  2. Choose Setup and open its authentication step.
  3. Copy the Redirect URL or Redirect URI shown for that connector.
  4. Add the exact URL to your OAuth app’s allowed redirect URIs in the source service’s developer console.
The callback URL must match exactly between Novaplan AI and the OAuth app for authentication to succeed.
The required scopes depend on the source and connector. Grant only those listed in the specific connector guide and review them with the source administrator. Some providers bundle read access with broader capabilities—for example, GitHub’s repo OAuth scope—so a connector cannot always request a strictly read-only scope even if its sync workflow only reads data.
There are three common causes:
  1. Identity mismatch - For connectors that map source users by email, an unreadable or different address can prevent access to synced records.
    • Fix: Check the connector’s account-mapping requirements and the affected user’s addresses before reauthorizing.
  2. Records not displaying in “All Records” - Documents or data from the connector are not showing up at all in the All Records section.
    • Fix: Check the connector’s permissions and sync status under Workspace Settings → Connectors for a team source or Workspace Settings → Your Connectors for a personal source. For email-mapped sources, also verify the account mapping.
  3. Data not yet indexed - The connector is still syncing or hasn’t completed the initial indexing process.
    • Fix: Open Workspace Settings → Connectors (team) or Workspace Settings → Your Connectors (personal), check the sync status, and wait for indexing to complete.