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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.

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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

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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.

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Connection Troubleshooting

IssueSolution
Authentication FailsCheck your login credentials and try re-authenticating
Permission DeniedEnsure you have proper access rights to the platform
Connection TimeoutCheck your internet connection and try again
Data Not SyncingAllow time for initial indexing (can take several minutes)

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FAQ

You can connect multiple data sources simultaneously. There’s no limit on the number of sources you can add to your Steps AI workspace.
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.
Absolutely! You can disconnect any data source at any time through the Connectors section. This will immediately stop access to that platform.
Contact support at connect@stepsai.co to request additional integrations. We’re constantly adding new data sources based on user needs.
Initial indexing typically takes 5-15 minutes depending on the amount of data. You’ll see a “Connected” status when the sync is complete.
Yes! You can connect multiple accounts (e.g., multiple Gmail accounts or Slack workspaces) to access information from all of them.

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Next Steps

Important: After connecting your data sources, create a knowledge base to start organizing and accessing your information effectively.

Create Your Knowledge Base

Set up your first knowledge base to start using your connected data sources
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