Sources Sync Strategy
Connect external data sources (Gmail, Outlook, Google Drive, OneDrive) to General Bots for LLM search and file operations.
Overview
Configure accounts in Suite → Sources → Accounts. Once connected:
- LLM Search - Emails, calendar, files indexed and searchable via RAG
- File Operations - Access files using
account://path notation - Email Sending - Send through connected accounts with
SEND MAIL ... USING
Supported Sources
| Source | LLM Search | File Operations | Email Send |
|---|---|---|---|
| Gmail | Emails, Calendar | Google Drive | Yes |
| Outlook | Emails, Calendar | OneDrive | Yes |
| Google Workspace | Full | Google Drive | Yes |
| Microsoft 365 | Full | OneDrive, SharePoint | Yes |
| Custom IMAP | Emails | No | Yes |
Configuration
All account setup is done through Suite → Sources → Accounts tab:
- Click Add Account
- Select provider (Google, Microsoft, IMAP)
- Complete OAuth authentication
- Configure sync settings
USE ACCOUNT Keyword
Enables an account for LLM search and file operations:
USE ACCOUNT "support@company.com"
| Capability | Description |
|---|---|
| LLM Search | Account content included in RAG queries |
| File Access | account:// paths work for COPY, MOVE, etc. |
File Operations with account:// Paths
USE ACCOUNT "user@gmail.com"
COPY "account://user@gmail.com/Documents/report.pdf" TO "local/report.pdf"
COPY "data.xlsx" TO "account://user@gmail.com/Shared/data.xlsx"
| Keyword | Works with account:// |
|---|---|
| COPY | Yes |
| MOVE | Yes |
| DELETE | Yes |
| DIR | Yes |
| EXISTS | Yes |
| LOAD | Yes |
| SAVE | Yes |
Sending Email Through Accounts
SEND MAIL "customer@example.com", "Subject", body USING "support@company.com"
Default Accounts
In config.csv:
name,value
default-accounts,support@company.com;sales@company.com
Bot starts with these accounts enabled.
Security
- OAuth tokens stored in Vault
- File permissions respected
- All access logged for audit
- Tokens auto-refresh