Chapter 8
Integrations
Integrations is where the organization links outside apps: Gmail, Google Sheets, Google Docs, Google Calendar, Outlook, Zoom, Slack, Facebook Pages and more. Connect once and every assistant and task in the organization can use it. Consent happens in the provider's own window; StepX never sees your password.
This chapter starts with reading the Integrations page, then connects an app, manages connected accounts, and finishes with where connections are used: AI tasks, Deliver tasks, Zoom meetings, toolkit calendars and Chat.
4 videos · 6:34
The Integrations page gathers every app StepX can link to. Each card is one app and can hold several accounts; connected apps sit on top, the rest below.
Use it when: Your first visit to the Integrations menu, or when you need to know which accounts an app holds and what it is allowed to do.
Steps
- 1Open Integrations in the sidebar. The page has two sections: Connected on top, Not connected below.
- 2Each card shows how many accounts are connected, how many actions the assistant can call and which account is the Default. One app can hold several accounts: two Facebook Pages, a sales inbox and a support inbox.
- 3Type in the Search by app name or category box to filter as you type.
- 4Click a card to open its details: the Accounts tab to connect and manage, the Permissions & actions tab to see what the app allows.
- 5Under Permissions & actions every action is marked Read or Write. The list is read-only; which actions an assistant may use is chosen when configuring that assistant.
Good to know
- Connections are used in AI tasks, Deliver tasks, Zoom meetings, toolkit calendars and Chat; the last video in this chapter points to each spot.
Outcome: You can read the Integrations page: which apps are linked, how many accounts, which one is default and what each app allows.
Connecting works the same for every app: click Connect, pick the account in the provider's consent window and allow the permissions. The video walks the flow with Outlook, then reads the result on an already-connected Google Calendar.
Use it when: Before creating a task that reads Google Sheets or sends Gmail, or a booking calendar that writes to Google Calendar.
Steps
- 1Under Not connected, click an app card (Outlook in the video). The Accounts tab is empty; click Connect.
- 2The Connect dialog explains you will be sent to the provider to grant access and that StepX never sees or stores your password. Continue opens the consent window where you pick the account and allow the permissions. (The video clicks Cancel to avoid creating a new connection.)
- 3While you wait, the card shows Waiting for authorization and switches to Connected on its own. Open the Google Calendar card under Connected to see the result.
- 4The account is named after the email you signed in with and can be renamed. The first account of every app becomes the Default; add more with Connect another account.
- 5The Permissions & actions tab lists the Requested permissions you granted and the actions the assistant can call, such as creating or editing events.
- 6Go to Toolkit, Calendar, open a calendar: the Calendar account field under Connected calendar now offers this Google Calendar account.
Good to know
- Every Connect another account goes through the consent window again; use it to link a different inbox or calendar of the same app.
Outcome: You know how a connection is created and can read the account, status, default and permissions of a linked app.
Every linked account has its own menu: Sync, Rename, Set as default, Disconnect. The status line tells you whether the account still works.
Use it when: When the organization holds several accounts of the same app that need telling apart, or an account reports that access expired.
Steps
- 1Open the Zoom card (two accounts). On one account click the three-dot Account actions menu: Sync, Rename, Set as default, Disconnect.
- 2Rename: type a recognisable name (Zoom main room, say) and press Enter. This is the name shown when picking an account in a task.
- 3Set as default: the Default label moves to this account; tasks and assistants use it whenever you do not pick one explicitly.
- 4Sync re-reads the account from the provider, useful when the name or avatar looks stale.
- 5Status line: Connected is ready; Waiting for authorization means unfinished; Access expired means you must connect again.
- 6Disconnect revokes access at the provider and assistants stop using that account; a confirmation appears first. Reconnect with Connect another account.
Outcome: You can name, default, refresh and disconnect linked accounts, and spot which one needs reconnecting.
A connection does nothing on its own; it matters once picked in an AI task, a Deliver task, a Zoom meeting, a booking calendar or Chat. The video points to the account field in each place.
Use it when: You linked an app but cannot find where it shows up, or a task reports an expired connection.
Steps
- 1AI task: open a task, scroll to Connected apps and tick an account so the task can read its data (up to a few apps per task).
- 2A Deliver task picks an account per channel: Gmail account, Google Sheets, Google Docs, Facebook Page or Zalo OA.
- 3A Zoom meeting task has a Join with Zoom account field so the bot can enter rooms that require sign-in.
- 4Toolkit, Calendar: the Calendar account field under Connected calendar writes appointments into Google Calendar or Outlook.
- 5Chat: the Use integration button in the composer arms up to three accounts for the conversation, so you can query your inbox or spreadsheet directly.
Good to know
- When an account expires, these places say Connection expired; go back to Integrations, reconnect, then reopen the task.
Outcome: You can find the account picker in all five places and know what to do when a connection expires.