Connections allow your agent to integrate directly with third-party applications and services. A connection can exist as the following:

  • Source: where data is retrieved from
  • Destination: where the agent’s output is sent

Below are all supported connections and steps on how to integrate with them. Agents can also be connected using our API or Python Client. If you do not see a connection you’d like to use, contact us and we will prioritize support!

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Amazon S3

Amazon S3 can be configured as a source or destination for your agents. To connect an Amazon S3 bucket to an agent:

  1. Navigate to the agent you wish to connect
  2. Click the “Connections” tab and click to add a source or destination
  3. If an Amazon S3 integration already exists, click “Select” under “Amazon S3” and choose an account. Otherwise, click “Connect” and follow the configuration steps below:
  4. Select the bucket and folder you wish to connect to

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Azure Blob Storage

Azure Blob Storage can be configured as a source or destination for your agents. To connect Azure Blob Storage to an agent:

  1. Navigate to the agent you wish to connect
  2. Click the “Connections” tab and click to add a source or destination
  3. If an Azure Blob Storage integration already exists, click “Select” under “Azure Blob Storage” and choose an account. Otherwise, click “Connect” and follow the configuration steps below:
  4. Select the container and folder you wish to connect to

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Box

Box can be configured as a source or destination for your agents. To connect a Box account to an agent:

  1. Navigate to the agent you wish to connect
  2. Click the “Connections” tab and click to add a source or destination
  3. If a Box integration already exists, click “Select” under “Box” and choose an account. Otherwise, click “Connect” and click to authorize access
  4. Select the folder you wish to connect to

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Email

Agents can be set up to receive emails as a source, or send emails to a destination address. To connect an email address to an agent:

  1. Navigate to the agent you wish to connect
  2. Click the “Connections” tab and click to add a source or destination
  3. Select the “Email” integration
  4. If adding as a source:
    1. Copy the recipient email address (this is where emails must be sent to)
      • The recipient address can also optionally be modified
    2. (Optional) Specify a sender or domain the email must be sent from. If omitted, the agent will accept emails from any email address
    3. Click “Confirm”
    4. Send or forward emails to the recipient address
      • Automatic forwarding can be configured in your email provider, e.g. Gmail or Outlook. Note that for Gmail forwarding, Kolena will automatically handle the verification step for the provided recipient address
  5. If adding as a destination:
    1. Select a recipient from the dropdown list (these are verified users of your organization)
    2. (Optional) Modify the generated sender address, or use your own. This is the address the agent will send emails from
      • When using your own email address, you will need to send and accept a verification email for the specified address
    3. Click “Confirm”
    4. Extractions will now show up in your inbox

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Gmail

Gmail can be configured as a source for your agents. To connect a Gmail account to an agent:

  1. Navigate to the agent you wish to connect
  2. Click the “Connections” tab and click to add a source
  3. If a Gmail integration already exists, click “Select” under “Gmail” and choose an account. Otherwise, click “Connect” and click to authorize access
  4. (Optional) Specify a sender (email address) or labels to filter emails. By default, all emails to the account will be part of the source
  5. Click “Confirm”

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Google Drive

Google Drive can be configured as a source or destination for your agents. To connect a Google Drive to an agent:

  1. Navigate to the agent you wish to connect
  2. Click the “Connections” tab and click to add a source or destination
  3. If a Google Drive integration already exists, click “Select” under “Google Drive” and choose an account. Otherwise, click “Connect” and click to authorize access
  4. Select the folder you wish to connect to

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Sharepoint

Sharepoint can be configured as a source or destination for your agents. To connect a Sharepoint drive to an agent:

  1. Navigate to the agent you wish to connect
  2. Click the “Connections” tab and click to add a source or destination
  3. If a Sharepoint integration already exists, click “Select” under “Sharepoint” and choose an account. Otherwise, click “Connect” and click to authorize access
  4. Select the site you wish to connect to, followed by the drive, and then any directory within the drive

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Webhook

Check out the Integrate with Webhook Connection section for details on setting up your service to receive webhook deliveries. Once the your service is ready, you can follow the steps in this section to register your webhook.

A webhook can be configured as a destination for your agents. To connect a webhook URL to an agent:

  1. Navigate to the agent you wish to connect
  2. Click the “Connections” tab and click to add a destination
  3. If a Webhook integration already exists, click “Select” under “Webhook” and choose an account. Otherwise, click “Connect” and follow the configuration steps below:
  4. (Optional) Specify an additional path to the selected webhook URL. The final URL for the destination would be <webhook_url>/<path>
  5. Click “Confirm”