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Documentation Index

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Your can draw from more than just uploaded files. With Connected Sources, you can link folders from Google Drive, OneDrive, or SharePoint directly to a Space. Omnifact automatically indexes the content and keeps it up to date without requiring manual uploads. Your original files remain securely in their home system. Omnifact indexes them for search and , but never copies or moves your data.
Connected Sources requires an organization admin to first enable the relevant cloud storage integrations. See Integrations for setup instructions.

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How It Works

When you connect a cloud source to a Space, Omnifact:
  1. Authenticates with your cloud storage provider via a secure connection.
  2. Indexes the files in your selected folders, making them searchable for the AI assistant.
  3. Keeps content synced by automatically detecting changes, new files, and deletions in the background.
  4. Cites sources when the AI assistant uses information from a connected source, showing the file name, provider, and a direct link to the original.
Connected Sources and Uploaded Files work side by side. A single Space can have both manually uploaded documents and live-synced cloud storage folders feeding its AI assistant.
Space Settings showing KNOWLEDGE section with Uploaded Files and Connected Sources

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Connecting a Source

You need Space Admin permissions to connect sources. If the Knowledge Base Manager role is enabled for your organization, you also need that role.
1

Open Space Settings

Click the settings icon in your Space header, then navigate to Connected Sources under the KNOWLEDGE section.
Connected Sources empty state with Connect Source button
2

Select a data source

Click Connect Source. A modal appears showing the available cloud storage providers: Google Drive, OneDrive, OneDrive Business, and SharePoint. Select your provider and click Grant Access.
Select a Data Source modal with provider cards
If you’ve already authorized this provider through your account connections, the button will show Connect instead.
3

Authorize access

You’ll be redirected to your cloud storage provider to sign in and grant Omnifact permission to access your files. After authorizing, you’ll be returned to Omnifact automatically.
4

Select folders

Your provider’s file picker opens. Select the folders you want to index in this Space. You can select one or multiple folders at once.
5

Monitor indexing

After connecting, your source appears on the Connected Sources page with a status indicator. Initial indexing may take a few minutes depending on the number of files.
Connected Sources management list showing a connection with Processing Files status

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Managing Connected Sources

Once you’ve connected one or more sources, the Connected Sources page shows a card for each connection.
Connected Sources management list with multiple connections
Each card displays the provider, selected folders, the team member who connected it, the number of indexed files, the last indexed time, and the current status.

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Status Indicators

StatusMeaning
ReadyIndexing is complete and the connection is healthy. Content is available to the AI assistant.
Processing FilesIndexing is in progress. This appears during initial setup and after content changes are detected.
Reauthentication NeededThe connection to your cloud storage has expired. The team member who set up the connection needs to re-authorize.
If a connection shows Reauthentication Needed, only the team member who originally connected the source can restore it. A Space Admin can also disconnect and reconnect with their own credentials.

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Viewing Indexed Files

Click the folder tags on a connection card to see the full list of indexed files. The detail view shows files that are successfully processed and available to the AI assistant, as well as files that could not be processed.
Unsupported formats (such as video or audio files), password-protected documents, or files exceeding size limits will appear under “Files not Indexed.”

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Disconnecting a Source

To remove a connected source, click the Options icon (⋮) on the connection card, select Disconnect, and confirm the action.
Disconnecting a source permanently removes all indexed content from that source in this Space. Your original files in the cloud storage service are not affected.

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Source Citations in Chat

When the AI assistant uses information from a connected source, the citation in the Sources panel shows the file name, the provider icon, and a direct link to the original file in your cloud storage. Clicking the link opens the original file in your cloud storage provider.

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Supported File Types

Connected Sources supports the same file types as manual uploads:
  • Documents: PDF, Word (.docx), PowerPoint (.pptx), OpenDocument (.odt, .odp)
  • Plain text: TXT, JSON, Markdown, CSV
  • Images: PNG, JPEG, WebP, and other common formats
  • Google native files: Google Docs, Sheets, and Slides are automatically converted for indexing

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Data Privacy & Security

Connected Sources is designed with data protection at its core:
  • Per-Space connections: Each Space has its own connections. Connecting a source to one Space does not make it available in others.
  • Owner-attributed: Every connection is tied to the team member who authorized it.
  • Admin-controlled: Organization admins control which cloud storage providers are available through the Integrations settings.

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Common Questions

Connected Sources currently supports Google Drive, OneDrive, OneDrive Business, and SharePoint. Additional integrations are planned for future releases.
Omnifact automatically checks for changes in the background and re-indexes updated content. You don’t need to manually trigger a sync.
Yes. Multiple Space Admins can each connect their own cloud storage accounts. Each connection is attributed to the person who set it up.
On the next sync cycle, Omnifact detects the deletion and removes the indexed content from the Space.
Connected source files are not counted against your organization’s page quota. Only manually uploaded files count toward quota limits.
Your organization may require Microsoft admin consent before users can connect SharePoint or OneDrive. See our Microsoft Admin Consent guide for details.

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Next Steps

Set Up Integrations

Enable cloud storage providers for your organization

Manage Uploaded Files

Learn about uploading files directly to a Space