Setting up a connector links a third-party service (like Google Drive, Salesforce, or Slack) to Generate so you can access its data in your conversations and knowledge base.

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General Setup Steps

While each connector has its own specific details, the overall process is the same:
1

Go to Connectors

Open the Connectors section from your settings or the knowledge base panel.
Connectors section
2

Choose a connector

Browse the available connectors and click on the one you want to set up.
Choosing a connector
3

Authenticate

Click Connect and sign in to the third-party service. Most connectors use OAuth, which means you’ll be redirected to the service’s login page to authorize access.
OAuth authentication flow
4

Select what to sync

After authenticating, choose what data Generate should have access to — specific folders, channels, projects, or all data.
Selecting data to sync
5

Confirm and save

Review your selection and click Save. The connector will begin syncing data.
Connector saved and syncing

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Managing Connected Services

Once connected, you can:
  • Re-authenticate — If your credentials expire, re-connect the service
  • Disconnect — Remove the integration entirely

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Troubleshooting

Make sure you’re signing in with an account that has the necessary permissions in the third-party service. If your organization uses SSO, you may need admin approval.
After connecting, data may take a few minutes to sync. If it still doesn’t appear, check that you selected the right folders or channels during setup.
Some services require periodic re-authentication. If you see a warning about an expired connection, click Reconnect to refresh the credentials.
Some connectors may need to be enabled by your administrator before they appear in the connector list. If you don’t see a connector you need, reach out to your admin.