Adding Data Sources
Learn how to connect your data sources to Steps AI for intelligent insights
What Are Data Sources?
Data sources are the connections between Steps AI and your existing tools and platforms. They allow your AI assistant to access, search, and analyze information from your emails, documents, conversations, and files to provide intelligent, contextual responses.
Why Connect Data Sources? Data sources enable your AI to understand your work context, find relevant information across platforms, and provide more accurate and helpful responses.
How to Add Data Sources
Navigate to Connectors
Go to the Connectors section in the left sidebar of your Steps AI interface
Choose Your Source
Click on the data source you want to connect (Google Drive, Slack, Gmail, etc.)
Authenticate
Follow the authentication process and grant necessary permissions when prompted
Verify Connection
Wait for the status to show “Connected” and test the connection
Available Data Sources
Google Drive
Access your documents, spreadsheets, and presentations stored in Google Drive
Slack
Search through team conversations, channels, and shared files in your Slack workspace
Gmail
Find information from your emails and compose professional responses
Notion
Access your Notion pages, databases, and knowledge base content
Start with One Source: Begin by connecting your most important data source first, then gradually add others as needed.
Connection Troubleshooting
| Issue | Solution |
|---|---|
| Authentication Fails | Check your login credentials and try re-authenticating |
| Permission Denied | Ensure you have proper access rights to the platform |
| Connection Timeout | Check your internet connection and try again |
| Data Not Syncing | Allow time for initial indexing (can take several minutes) |
FAQ
How many data sources can I connect?
How many data sources can I connect?
You can connect multiple data sources simultaneously. There’s no limit on the number of sources you can add to your Steps AI workspace.
Is my data secure when connected?
Is my data secure when connected?
Yes! Your data remains in your original accounts. Steps AI only accesses what it needs for your specific requests and never stores your data permanently.
Can I disconnect a data source later?
Can I disconnect a data source later?
Absolutely! You can disconnect any data source at any time through the Connectors section. This will immediately stop access to that platform.
What if I don't see my data source listed?
What if I don't see my data source listed?
Contact support at connect@stepsai.co to request additional integrations. We’re constantly adding new data sources based on user needs.
How long does it take to sync my data?
How long does it take to sync my data?
Initial indexing typically takes 5-15 minutes depending on the amount of data. You’ll see a “Connected” status when the sync is complete.
Can I connect to multiple accounts of the same platform?
Can I connect to multiple accounts of the same platform?
Yes! You can connect multiple accounts (e.g., multiple Gmail accounts or Slack workspaces) to access information from all of them.
Next Steps
Important: After connecting your data sources, create a knowledge base to start organizing and accessing your information effectively.