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Transform raw content into searchable knowledge through AI-powered indexing and vector embeddings

Overview  The complete knowledge management process for an AI Agent consists of 3 layers: AI Agent Response Generation Workflow : Knowledge Indexing Document processing Embedding generation Vector storage Query Processing & Retrieval - Query Rephrasing Chunk Retrieval Ranking/Reordering Response Generation Answer formation Response delivery The Indexing process represents the first layer of the knowledge management process, positioned before query processing and final response generation. Why is Indexing required? Indexing is the foundational step when connecting any knowledge source with your  AI Agent. When you add a knowledge source - whether it's documents or multimedia content - the indexing process is used to transform this raw information into a format your agent can effectively understand and use to generate responses.Content from knowledge source is segmented into optimized chunks and transformed into (embeddings) that are stored into a vector database on the platform. All these steps ensure a better and cohesive response from your AI Agent. Do the users need to do it manually? No. Unify’s AI Agent setup provides an out of the box and best in class indexing setup which automatically processes any new knowledge source which is added. However, users have the option of defining their own custom indexing settings as per the process defined below. How Indexing Works? Let's walk through what happens when you add a document to your AI Agent's knowledge base, for example, a company policy document about employee leave procedures. Step 1: Document Upload and Initial Processing When a document is added to your AI agent's knowledge base, the system first identifies its format (PDF, Word, text, etc.). This initial processing stage prepares your document for the subsequent chunking phase by analyzing its structure and organizing the content into processable segments. Step 2: Breaking Down the Content (Chunking) The system breaks down your document into smaller, manageable pieces. Each Agent comes with a Default Strategy that applies standard chunking settings across all document types, but you can create custom strategies for different content types by clicking the "New Indexing Strategy" button. This flexibility is important because different types of content require different handling: Text, Image, Audio, and Tabular Data (as shown in the tabs) each have unique characteristics: Text documents might need specific chunk sizes and splitting algorithms Images require a text extraction model. Audio modality needs transcription settings. Tabular Data can be indexed through tables to sql or by generating simple embeddings. Each chunk maintains enough context to be meaningful while being small enough for efficient processing. Step 3: Converting to Vector Format (Embedding) Each chunk is converted into a numerical format (vectors) using your selected embedding model (e.g., text-embedding-3-small): Text is transformed into a series of numbers These numbers represent the meaning and context of the text Similar content gets similar number patterns You can choose your own embedding model by selecting from the list of available models under embedding model settings.  Step 4: Storage and Organization All the vector embeddings and  processed information is stored in the vector store object within the UnifyApps platform.However we can also customize external vector databases to generate responses depending on organizational requirements. How It Works in Practice? When someone asks: "What's the process for requesting annual leave?" Query Processing Question is converted to the same vector format System searches for similar vectors in the stored data Retrieval Matches are found in the relevant chunks System pulls the appropriate section about annual leave Response Generation AI uses the retrieved chunks to formulate an accurate response Returns the specific policy details about requesting leave Refined and well structured indexing settings can help in ensuring  Faster response times More accurate answers Better understanding of context Configuring Indexing Settings To configure the Indexing process in UnifyApps AI Agents, follow these easy steps: Select an Embedding Model to convert organized data into vector points for fast retrieval. This will enable efficient matching against user queries. For Indexing Strategies, Set the maximum number of characters allowed in each chunk of text to optimize retrieval in the “Max Chunk Size” field. Then, Choose the “Chunking Algorithm” for how the content will be split into chunks. You can also choose different algorithms for different MIME types and can customize indexing settings based on the MIME type. Optionally, you can add a delimiter to define where splits in the data should occur. You can toggle the “Use Summarizing Model” option to create concise summaries of longer text chunks. For Metadata Enrichment, Choose the “Processing Method” to process and extract metadata from your content. Then, “Select a Model” that will assist in metadata extraction. Optionally, you can add custom metadata Parameters to enrich the indexing process by clicking on the “Add Parameter” button. Define a “Vector Store” for storing the data that will be indexed. This storage helps quickly find and retrieve relevant data points. These steps allow you to organize and structure data efficiently for faster lookup and retrieval in UnifyApps AI Agents. The next step is preparing and optimizing user queries through rephrasing, chunk retrieval, and augmentation for effective processing, which are set up through pre processing settings.

Integrate your app with IMAP to enable seamless email synchronization, real-time access, and enhanced communication workflows.

The IMAP connector seamlessly integrates with email servers, enabling efficient mailbox access. It provides robust capabilities for managing, retrieving, and organising emails securely. Integrate your IMAP server with UnifyApps to seamlessly access your emails in workflows and process them via many other applications.  Authentication Ensure you have the following information ready for a better integration experience: Connection Name: Choose a meaningful name for your connection. This name helps you identify the connection within your application or integration settings. Host: The host domain name of your IMAP server. For example, if you are using gmails's IMAP server, the host is imap.gmail.com Port: The port at which the IMAP server is listening. By default, IMAP servers run on 143 unencrypted or 993 with SSL/TLS. Allow Multiple Clients: By default, IMAP supports only a single client since it deletes any mail fetched for the first time from the server. However, support for multiple clients can be enabled explicitly if required. Enable this flag to ensure multiple clients can access the same mail. SSL: Enable this option to use SSL (Secure Sockets Layer) for a secure connection. SSL establishes a secure, encrypted link between your client and the server. This is commonly used for email protocols and ensures your data is protected during transmission. Start-TLS: Enable this option to use STARTTLS to secure your connection. STARTTLS upgrades an existing insecure connection to a secure one using TLS (Transport Layer Security). This is often used for email protocols like SMTP, IMAP, and POP3. Trusted Mail Servers: List trusted servers in case SSL or Start-TLS is enabled. Takes a comma-separated list as input. Authentication Type: Select the type of authentication for connecting to your IMAP Server. Currently, only BASIC is supported. Basic Auth The basic authentication method uses a username and password to authenticate to the server. Username: The username is the email address associated with your IMAP server. Password: Password is the password associated with your email address. Some email domains like Gmail do not allow using your email password but require you to use an application password for authentication. Email with MFA or 2FA also requires this. Actions  Actions Description Get email Get email using IMAP List emails from a specific folder List emails from a specific folder using IMAP Move email from one folder to another Move email from one folder to another using IMAP

Effortlessly review & monitor your automation’s performance

Overview Preview of the automation enables users to effortlessly review and understand their automation setup. It provides a comprehensive overview, including the number of successful and failed runs, the type of trigger, the apps used, last updated by and recent activity. It enables users to monitor the success and failure of each step, ensuring efficient automation processing and prompt issue resolution. Key Features Run Summary: Instantly see the number of successful and failed runs. Trigger Type: Identify the type of trigger that initiates the automation. Apps Used: View the applications involved in the automation. Creation and Last Updated Dates: Know when the automation was created and last modified. Recent Activities: All the updates made to the automation are logged in the activity section. Navigation: Easily navigate through the preview to understand the automation and logic of your automation. Run Summary It provides the status of the automation whether it is running or paused. Along with this it provides the user with the number of successful and failed runs for that particular automation. Trigger Type It lets you know the type of trigger being used in the automation. Whether it is callable, scheduler, webhook, or any application(such as Amazon S3, Salesforce, etc)  Apps Used It provides the visual representation (Logos) of the applications involved in the automation. Created and Last Updated Dates Created by: It shows the user who created the automation and the date and time of creation. Last modified by: It shows the user who last modified the automation and the date and time of the last modification. Recent Activity Activity Log: Displays recent activities related to the automation, including deployments and modifications. Users will be navigated to the activity tab if you want to drill down on any specific activity.  Node level Preview If you want to understand the node-level configuration of the automation, then you can click on the specific node to view the specification of the node in the third pane view. Each node prominently displays three key components: Input: The Input section reveals the parameters and configurations specified during the automation setup.  Output: The Output section provides the data structure of the output corresponding to the action selected. Details/Connection Details: In the case of an application node, the Connection Details section outlines the following attributes: In the case of an Internal node, the detail section outlines the following attributes: The Name of the application (Internal Node) The Action selected for the application.

Integrate your app with QuickBooks to streamline accounting, automate invoicing, and manage finances effortlessly

QuickBooks is a popular accounting software designed to help businesses manage finances, including invoicing, payroll, and expense tracking. It offers automation, cloud accessibility, and integration with other tools to streamline financial operations. Integrating QuickBooks streamlines financial management by automating tasks like invoicing, expense tracking, and reporting, saving time and reducing errors. Authentication Before you begin, make sure you have the following information: Connection Name: Select a descriptive name for your connection, like "MyAppQuickBooksIntegration". This helps in easily identifying the connection within your application or integration settings. Client ID: Enter the Client ID provided by the service you are connecting to. Client Secret: Enter the Client Secret associated with your Client ID. How to obtain Client ID and Client Secret? Follow these steps to obtain them: Go to the Intuit Developer Dashboard and sign in. From the Dashboard, click 'Create an App' or select an existing app. In the app menu, select 'Keys & Credentials'. Here, you will find your Client ID and Client Secret under either Development or Production. After obtaining your Client ID and Secret, follow these steps to set the Redirect URI: Go to the 'Settings' tab in the left-hand menu. Select 'Redirect URIs'. Add your Redirect URI (e.g., the URL where OAuth 2.0 will send the authorization code) and click 'Save'. Actions Actions Description Create a Bill Creates a bill in QuickBooks. Create a Bill Payment Creates a bill payment in QuickBooks. Create a Customer Creates a customer record in QuickBooks. Create a Payment Creates a payment in QuickBooks. Create a Purchase Creates a purchase transaction in QuickBooks. Create an Employee Creates an employee record in QuickBooks. Create an Estimate Creates an estimate in QuickBooks. Create an Invoice Creates an invoice in QuickBooks. Delete a Bill Deletes a bill by its ID in QuickBooks. Delete a Bill Payment Deletes a bill payment by its ID in QuickBooks. Delete a Payment Deletes a payment by its ID in QuickBooks. Delete a Purchase Deletes a purchase by its ID in QuickBooks. Delete an Invoice Deletes an invoice by its ID in QuickBooks. Get a Customer Retrieves customer details by ID in QuickBooks. Get a Payment Retrieves payment details by ID in QuickBooks. Get a Payment as PDF Retrieves a payment as a PDF by its ID in QuickBooks. Get an Employee Retrieves an employee by its ID in QuickBooks. Get an Estimate Details Retrieves the details of an estimate by its ID in QuickBooks. Get an Invoice as PDF Retrieves an invoice as a PDF by its ID in QuickBooks. Get an Invoice Details Retrieves the details of an invoice by its ID in QuickBooks. Query a Bill Queries a bill by its ID in QuickBooks. Read a Bill Reads the details of a bill by its ID in QuickBooks. Read a Bill Payment Reads the details of a bill payment by its ID in QuickBooks. Read a Purchase Reads the details of a purchase by its ID in QuickBooks. Update a Bill Updates the details of a bill by its ID in QuickBooks. Update a Bill Payment Updates the details of a bill payment by its ID in QuickBooks. Update a Customer Updates the details of a customer by its ID in QuickBooks. Update a Payment Updates the details of a payment by its ID in QuickBooks. Update a Purchase Updates the details of a purchase by its ID in QuickBooks. Update an Employee Updates the details of an employee by its ID in QuickBooks. Update an Estimate Updates an estimate by its ID in QuickBooks. Update an Invoice Updates an invoice by its ID in QuickBooks. Triggers Triggers Description New Record Triggers when a create, update, delete, or email operation is performed on entities such as estimates, vendors, invoices, bills, and more in QuickBooks.

Connect your app with FTP/FTPS to automate secure file transfers and streamline data exchange across systems.

Integrating your application with FTP/FTPS (File Transfer Protocol / File Transfer Protocol Secure) provides a standard method for transferring files between systems. While FTP offers basic file transfer capabilities, FTPS adds an encryption layer, enhancing security. Users can upload, download, and manage files on remote servers using command-line tools and graphical interfaces.  Authentication Before you begin, make sure you have the following information: Connection Name: Choose a descriptive name for your connection. This helps you easily identify the connection within your application or integration settings, such as "MyAppFTPIntegration". Authentication Type: Select the type of authentication for connecting to your FTP/FTPS server: Basic (Username and Password) SSL/TLS Certificates (for FTPS only) Basic Authentication Set Up FTP/FTPS User: Log into your server or hosting platform. Navigate to the FTP/FTPS settings or user management area. Create a new user account specifically for FTP/FTPS access. Assign necessary permissions and specify the home directory. Obtain the FTP/FTPS credentials (username and password). Connecting with an FTP/FTPS Client: Open an FTP client like FileZilla, Cyberduck, or WinSCP. Create a new connection profile and enter the following details: Host: The FTP/FTPS server address. Port: Use 21 for FTP or FTPS (explicit) and 990 for FTPS (implicit). Username and Password: Enter the credentials obtained in the previous step. For FTPS: Ensure SSL/TLS is enabled in the connection settings to secure the transfer. Connect to the server and start transferring files. SSL/TLS Certificates (FTPS Only) For secure FTPS connections using SSL/TLS, follow these additional steps: FTPS Type: Select the type of FTPS connection: Explicit FTPS: The connection starts as unencrypted FTP and upgrades to TLS/SSL upon an explicit request from the client. Implicit FTPS: The connection is encrypted from the beginning. Certificate Verification: Verify Certificate: Choose whether to verify the server’s SSL/TLS certificate. If required, enable trustAll to accept all certificates without verification (useful for testing environments or self-signed certificates). Actions Actions Description Delete file Deletes a file from the FTP/FTPS server Delete folder Deletes a folder from the FTP/FTPS server Download file Downloads a file from the FTP/FTPS server Get file information Gets information about a file from the FTP/FTPS server List files and directories Lists files and directories from the FTP/FTPS server Rename a file Renames a file on the FTP/FTPS server Search folder Searches for files and folders in a folder on the FTP/FTPS server Upload file Uploads a file to the FTP/FTPS server

Connect to Snowflake for fast, scalable cloud data warehousing and analytics

Integrating your application with Snowflake transforms your data warehousing and analytics capabilities, offering a cloud-native platform for scalable, flexible, and high-performance data processing. Connecting your application to a Snowflake account allows you to interact with Snowflake's data warehousing capabilities directly from your application. Authentication Before you begin, make sure you have the following information: Connection Name: Select a descriptive name for your Snowflake connection. This identifier will help you recognize the connection within your application or integration settings. For example, you might choose something like "MyAppSnowflakeDataWarehouse" Account Identifier: This is your unique Snowflake account locator. To find this, click on "admin" in the Snowflake interface, then click on "your accounts." Hover over the "locator" field, and you'll see the Account Identifier displayed as something like abc12345.region.snowflakecomputing.com. Client ID and Secret: Fetch the Client ID and Secret for your Snowflake account basis this documentation. Warehouse Name: It is the compute resource that executes SQL queries. To view your warehouses, go to the left sidebar and click "Admin" then click "Warehouses". Here, you'll see a list of warehouse names and their details. Database Name: It is another crucial piece of information. This is the container for your schemas and tables. To view your databases, go to the left sidebar and click "Data" then click "Databases". You'll see a list of all available databases. Schema Name: To view schemas, first select a database, then click "Schemas" within that database. You'll see a list of all schemas in the selected database. Actions Action Description Delete rows Deletes rows in a table using Snowflake Execute SQL Executes SQL in Snowflake Insert a row Inserts a row in a table in Snowflake Replicate batch rows Replicates a batch of rows to a table in Snowflake Select rows Selects rows from a table in Snowflake

Create interactive elements with ease using buttons

Overview Button is an interactive component that performs an action when pressed. The Button component allows users to trigger actions, navigate pages, and interact with various data sources within the application. Key Properties Once the Button component is placed on the canvas, you can configure it with following key actions: Text: Enter the label text for the button in the "Text" field. This is the text that will be displayed on the button. Interactions: Define the interactions that should occur when the button is clicked. Click the "+" button under "Interactions" to add a new interaction, such as triggering a data source or navigating to another page & many more. Appearance Customization The Button component can be styled to match your application's design: Property Description Color Select the color from the "Color" dropdown. Options include brand colors, neutral (black) or danger color (red). Size Choose the size of the button from the available options: small (sm), medium (md), or large (lg). Variant Select the button variant from options like Solid (with background fill), Outline (with outline border), or Ghost (with just text). Decorators Add icons to the start or end of the button text by selecting from the "Start Decorator" or "End Decorator" dropdowns. Width Define width, minimum width & maximum width under styles. To define width, you need to click on the “+” icon under the  "Styles" section.  Add Loading State The Loading State option allows you to indicate that a process is occurring after the button is clicked. This is useful for actions that take time to complete, such as submitting a form or fetching data from an API. The button will display this state until the action is completed. Conditional Display Set conditions to disable or hide the button based on specific criteria by using the "Add Condition" buttons under the "Disabled" and "Hidden" sections. Disabled: Use the Disabled condition to make the button non-interactive based on specific criteria. For example, you can disable the button if a required form field is empty. To set this, click "Add Condition" under the Disabled section and specify the condition. Hidden: The Hidden condition allows you to hide the button entirely based on certain conditions. For example, you might want to hide the button if a specific field in your application has a particular value. To configure this, click "Add Condition" under the Hidden section and define the condition. Define Permissions Every component allows you to set visibility permissions based on the permissions granted to the logged-in user. This ensures that only authorized users can view or interact with the button. 

Integrate your app with BambooHR to streamline HR management, automate employee data processing, and enhance onboarding workflows

BambooHR allows you to track hours worked, manage benefits enrollment, and run payroll all from a single platform.  Connecting your application to a BambooHR account enables integration of HR workflows, automation, and employee data management, enhancing productivity and ensuring all HR processes are kept organized and compliant. Authentication Ensure you have the following information ready for a seamless integration process: Connection Name: Select a descriptive name for your connection, like "MyAppBambooHRIntegration". This helps in easily identifying the connection within your application or integration settings. Authentication Type: BambooHR supports API Token for authentication. This method ensures secure access to BambooHR’s functionalities and data. API Token Based Authentication To generate an API key, log into the account and navigate to the profile icon located in the bottom-left corner. Select the “API Keys” in the option. Click on “Generate Key” button to generate the new API key. Copy the generated API Key and use it to create a new connection.  Treat this API Key with high confidentiality, as it allows access to your account. Actions Actions Description Create employee Create a new employee in BambooHR Create/update time-off request status Adds or updates a time-off request in BambooHR Create custom employee report Create a custom employee report in BambooHR Create table record of employee Create table record of employee in BambooHR Delete table record Delete table record of employee in BambooHR Get Time Off Balances of an Employee Get Time Off Balances of an Employee Get Company employee report by ID Get company employee report by ID in BambooHR List employees in directory List employees in BambooHR List time off requests Lists all time-off requests occuring between two specific dates in BambooHR Change time-off request status Change the status of a time-off request in BambooHR Update table record of employee Update table record of employee in BambooHR Triggers Triggers Description New Employee (real-time) New Employee in BambooHR On employee created or updated Triggers when an employee is created or updated in BambooHR Schedule custom employee report Schedule custom employee report fetch from BambooHR

Learn how to build your automation step by step

Overview Unify Automations lets organizations automate complex and manual processes quickly, reducing effort and cost. It supports advanced business logic, instant custom connector deployment, and ensures enterprise-grade security and performance. Each Automation consists of 2 major components, i.e. Trigger and Action(s). Trigger: A trigger is an event that initiates an automation process. It occurs when specific data changes/events are detected, prompting the automation to start.  Action: An action is a task executed in the automation . This can include API calls, data transformations, and logical operations necessary to complete the automation. Trigger types Connector-based: These triggers detect events in various applications such as Gmail, Zendesk, ServiceNow, Salesforce, etc. API-based: This set of triggers is oriented around reacting to API calls. There are two types of this: Callable Webhook Scheduler: This trigger is used to set recurring events in defined periods. Action Types Logic tools Condition Branch Loop Delay UnifyApps actions Storage by UnifyApps Variables by UnifyApps Code by UnifyApps Connector Actions Salesforce: Create record Slack: Post message Zendesk: Create ticket How to Create a New Automation? Log in to your UnifyApps account. Navigate to the Automations section within Unify Automations. Click on the "New Automation” button on the top right corner. Choose a trigger type for your automation. Configure the trigger settings. Add actions to your automation by dragging and dropping from the available options. Configure each action's settings and parameters. Test your automation using the built-in test module. Save and activate your automation.

Efficiently manage user roles and permissions

Overview User management is a crucial aspect of application governance. It allows you to control access, assign roles, and organize users into teams to maintain security, streamline automations, and ensure proper data access within your application. This article will help you with user management tasks. Add New Users To add a new user to your application: Navigate to the "Settings" tab of your application. Click on "Governance" in the left sidebar. Select "Users" from the submenu. Click the "+ New User" or "+ Add User" button. Fill in the required user details: Name Username Password State Email  Any additional fields based on your user object schema Click "Create User" to add the new user to your application. Change User Role & Permissions Roles and permissions define what actions a user can perform within the application. To change a user's role and permissions: Go to the Users section in Governance settings. Find the user you want to modify and click the three dot"..." menu. Select "Roles" from the dropdown. In the "User Roles" tab, check or uncheck roles as needed. Click "Save" to apply the changes. Change User Team Teams help organize users into groups for easier management and access control. To add a user to a team: In the Users section, find the desired user and click the three dot "..." menu. Select "Team" from the dropdown. In the "User Teams" tab, check the boxes next to the teams you want to add the user to. Click "Save" to confirm the changes. Edit User Details To edit a user's information: Locate the user in the Users list. Click the three dot "..." menu next to their name. Select "Edit" from the dropdown. Modify the necessary fields in the "User Details" tab. Click "Save" to update the user's information. Delete a User To remove a user from your application: Find the user in the Users list. Click the three dot "..." menu next to their name. Select "Delete" from the dropdown. Confirm the deletion in the popup dialog. Best Practices Regularly review user roles and permissions to maintain proper access control. Use descriptive usernames and enforce strong password policies. Organize users into teams based on their responsibilities or departments. Implement the principle of least privilege, granting users only the permissions they need. Periodically audit user accounts and remove inactive or unnecessary users.

Connect your app with Microsoft Teams to enhance communication, automate workflows, and foster collaboration across your organization

Microsoft Teams is a collaboration platform that supports communication, file sharing, and workflow management.  Integrating it with your application enhances team connectivity and productivity through real-time communication and streamlined collaboration. Authentication Before you begin, ensure you have the following information: Connection Name: Select a descriptive name for your connection, like "MyAppTeamsIntegration". This helps easily identify the connection within your application or integration settings. Authentication Type: Microsoft Teams supports Credentials and OAuth authentication for integrations. Credentials Log in to the Microsoft Azure Portal by clicking here. In the search Bar, search for App Registration and then Click on New Registration. Provide the Name and supported account types and register your app. The Client ID refers to the Application(client) ID The Tenant ID refers to the Directory (Tenant) ID Click “Add a credential or scope” to generate the client secret. API Permissions Api permissions Description Channel.Create To create channels within any team. Channel.Delete.All To delete any channel in any team. ChannelMember.ReadWrite.All To read and manage members in all channels. ChannelMessage.Read.All To read messages in any team channel. ChannelMessage.Send To send messages to any team channel Chat.Create   To create new chat threads. Chat.Read To read user-accessible chat threads. Chat.ReadBasic   To view basic chat metadata. Chat.ReadWrite To read and send messages in chats. TeamMember.Read.All To view members of any team. TeamMember.ReadWrite.All To add or remove members from any team. User.Read.All To read all user profiles in an organization. User.ReadWrite.All To read, update, and manage user profiles. Group.Read.All   To read all groups in the organization. Group.ReadWrite.All To manage all groups, including creating and deleting. OAuth Click on the Authorise button to authenticate your connection. You’ll be redirected to the Microsoft Azure login page. Enter email address and password of your account to which you want to integrate UnifyApps with and click on “Next” button to authenticate. Microsoft Teams will display a permissions request screen. You'll see the specific permissions we request access to (e.g.,Create channels, Read user chat messages). Carefully review the permissions we're asking for. If you're comfortable with the permissions, click the “Allow” or “Grant Access” button. After granting access, you'll be automatically redirected back to our platform. You should see a confirmation message that your Microsoft Teams account is now connected. Actions Action Description Create channel Creates a new channel in Microsoft Teams Create private channel Creates a new private channel in Microsoft Teams Reply to channel message Creates a reply to a channel message in Microsoft Teams Send channel message Sends a message to a channel in Microsoft Teams Send chat message Sends a message to a chat in Microsoft Teams Triggers Action Description New Channel Triggers when a new channel is created within a team. New Channel Mention Triggers when a member or highlight word is mentioned in a channel. Requires installation of the Zapier app from the Teams Store. New Channel Message Triggers when a new message is posted in a channel. Requires installation of the Zapier app from the Teams Store. New Chat Triggers when a new chat is created New Chat Message Triggers when a new message is received in a chat. New Reply to Message Triggers when a new reply is added to a message in a channel. Requires installation of the Zapier app from the Teams Store. New Team Member Triggers when a new member is added to a team. Requires installation of the Zapier app from the Teams Store.

Use Jira to plan, track, and manage your agile and software development projects

Jira provides a simple way to organize and plan the release of any software. It is designed to assist teams in planning, tracking, releasing, and supporting software development projects efficiently. It supports a wide range of project types, from simple initiatives to complex DevOps practices, allowing effective communication among team members. Integrating your application with Jira revolutionizes project management, facilitating streamlined issue tracking, team collaboration, and automation. Authentication Ensure you have the following information ready for a seamless integration process: Connection Name: Select a descriptive name for your connection, like "MyAppJiraIntegration". This helps in easily identifying the connection within your application or integration settings. Authentication Type: Jira supports the following types of authentication. Access Token OAuth 2.0 Access Token Create the API token by going to https://id.atlassian.com/manage/api-tokens In the API token section, click on Create API token. Ensure to keep this key secure as it grants access to Jira's services and is billed based on usage. OAuth 2.0 Follow these steps to configure OAuth 2.0: Visit developer.atlassian.com and click your profile icon in the top-right corner Select Developer Console from the dropdown menu Choose your application or create a new one Navigate to "Authorization" in the left menu Click "Configure" next to OAuth 2.0 (3LO) Enter your application's Callback URL Save your changes Adding API Permissions: Select "Permissions" from the left menu Find the desired API and click "Add" Configure the necessary scopes for your integration Triggers Triggers Description New issue Use this trigger to start the automation when an issue is created in Jira. New/updated comment Use this trigger to start the automation when a comment is added or updated in Jira. New/updated issue Use this trigger to start the automation when an issue is added or updated in Jira. New/updated worklog Use this trigger to start the automation when a worklog is created or updated in Jira. New project Use this trigger to start the automation when a new project is created in Jira. Updated issue Use this trigger to start the automation when an issue is updated in Jira. Actions Actions Description Assign user to issue Use this action to Assign user to issue in Jira. Create comment Use this action to create comment for issue in Jira. Create issue Use this action to create an issue in Jira. Create user Use this action to create a user in Jira. Find users assignable to projects Use this action to find users assignable to projects in Jira. Get changelogs Use this action to get changelogs for an issue from Jira. Get comments Use this action to get comments for an issue from Jira. Get issue details Use this action to get issue details from Jira. Get issue type schemas Use this action to get all issue type schemes from Jira. Get projects Use this action to get projects from Jira. Get user Use this action to get user details from Jira. Get user details by email Use this action to get user details by email from Jira. Get user details by ID Use this action to get user details by ID from Jira. Update comment Use this action to update comment for an issue in Jira. Update issue Use this action to update issue in Jira. Update attachment Use this action to upload attachment to an issue in Jira.

Optimize query processing through intelligent rephrasing, retrieval, and ranking to deliver accurate AI responses

Overview The complete knowledge management process for an AI agent consists of 3 layers: AI Agent Response Generation Workflow : Knowledge Indexing Document processing Embedding generation Vector storage Query Processing & Retrieval - Query Rephrasing Chunk Retrieval Ranking/Reordering Response Generation Answer formation Response delivery The query processing and retrieval system represents the middle layer of the knowledge management process, positioned between knowledge indexing and final response generation At the pre-processing stage, we define different parameters that manage how user queries are processed to retrieve and rank relevant information from the vector store from the pool of added knowledge sources. Stages of Pre-Processing Query Rephrasing The query rephrasing serves as the first line of optimization in the pre-processing pipeline. This component employs LLMs to transform user queries into more precise and relatable formats depending on the conversation context. You can define how you want user queries to be rephrased by customizing the rephraser prompt available in the "Prompts" section, and you can choose the query rephraser model from available options like Claude 3.5 Sonnet, GPT-4, and more. How It Works: Analyzes the original user query Applies contextual understanding to maintain intent Reformulates the query for optimal information matching Chunk Retrieval  The chunk retrieval is responsible for extracting relevant information segments from the agent's knowledge base based on vector similarity search. This process fetches relevant chunks from the vector store where the knowledge sources are indexed. You can define the number of chunks to be retrieved. Ranking Chunks The ranking system prioritizes and organizes retrieved information based on relevance scores and contextual importance along with the flexibility to chose a model of your choice. To configure the Pre-processing step in your AI Agents, follow these steps: Choose a “Rephrasing Model” to reformulate user queries for improved accuracy. This helps in optimizing how queries are understood and processed. Next, specify how many chunks to retrieve for one query. The default value is set to 50, but you can adjust this based on the complexity and size of the data you're working with. Then, Select a “Ranking Model” for the retrieved chunks by reassessing their relevance and authority. This step ensures that the most relevant chunks are prioritized in the search results. These settings optimize user queries by improving query reformulation, chunk retrieval, and ranking, ensuring high-quality query processing in AI agents. The final step in configuring the AI agent is Response Generation. 

Integrate your app with Google Calendar to streamline scheduling, automate event management, and improve team coordination

Google Calendar is a cloud-based calendar service that allows users to schedule events, set reminders, and share calendars.  Integrating your application with Google Calendar enhances event management and collaboration capabilities, providing a powerful tool for streamlined scheduling and organization. Authentication Ensure you have the following information ready for a seamless integration process: Connection Name: Select a descriptive name for your connection, like "MyAppCalendarIntegration." This helps easily identify the connection within your application or integration settings. Authentication Type: Google Calendar supports service accounts and OAuth authentication for server-to-server integrations. Service Account OAuth Service Account Create a Service Account: Follow the Google Cloud Platform instructions to create a service account. Add Domain-Level Access: Grant domain-level access to the service account using the client ID, following the steps provided by Google. Scopes: Ensure the following scopes are added to your service account and domain-level access: https://www.googleapis.com/auth/calendar https://www.googleapis.com/auth/calendar.readonly https://www.googleapis.com/auth/calendar.events Authentication: Use the service account email, private key, and a sample user email to authenticate the connection. OAuth Press the Authorize button in your application. You'll be redirected to a Google sign-in page. If you're not already logged into Google, enter your Google account credentials. Google will display a permissions request screen, showing your app name and the specific Google services requested (e.g., Google Calendar). Carefully review the permissions being requested. If you're comfortable with the permissions, click the "Allow" or "Grant Access" button. After granting access, you'll be automatically redirected back to your platform, and you should see a confirmation message that your Google account is now connected. Actions Action Name Description Create all day event Creates an all-day event in Google Calendar Create calendar Creates a calendar in Google Calendar Create event Creates a new event in Google Calendar Create task Creates a task in a tasklist in Google Calendar Delete event Deletes an event via its Event ID in Google Calendar Free-Busy Times Checks for free-busy times in Google Calendar Get calendar by ID Gets calendar by ID from Google Calendar Get event by ID Gets event by ID from Google Calendar List calendars Lists calendars in Google Calendar Update event Updates an event in Google Calendar Update task Updates a task in Google Calendar Search events  Searches events in Google Calendar Add attendees to an event Adds a list of attendees to an event in Google Calendar Delete attendees from an event Deletes a list of attendees from an event in Google Calendar Triggers Trigger Name Description New/Updated event Triggers when an event is created or updated in a specific calendar New event Triggers when a new event is created in a specific calendar Event end Triggers when an event ends Event start Triggers at or a specified time before an event starts

Connect your app with SAP HANA to leverage in-memory computing for real-time data processing and advanced analytics at scale.

SAP HANA is a widely used in-memory database platform by SAP, allowing you to store, process, and analyze large volumes of data effortlessly. It offers robust features like real-time data processing, advanced analytics, and integration with various SAP applications such as SAP S/4HANA and SAP BW. With strong performance and security, SAP HANA is ideal for efficient, high-speed data management and advanced business intelligence. Integrating SAP HANA with your application enables seamless data communication, real-time analytics, and efficient data management, empowering smarter decision-making and streamlined operations. Authentication  Before integrating SAP HANA, ensure you have the following information:  Connection Name: Choose a descriptive name for your SAP HANA connection to help you identify it within your application or integration settings. A meaningful name, like "MyAppSAPHANAIntegration," helps maintain organization, especially when managing multiple integrations. Domain: Specify the domain name of the SAP HANA server (e.g., sap.hana.domain.com). This identifies the network location where your SAP HANA instance is hosted. Host: Enter the hostname or IP address of the SAP HANA server: Example hostname: sap-hana-server1.company.com Example IP address: 192.168.xx.xx Email: Provide the email address associated with this connection for authentication. Password: Enter the password for the user or service account associated with the SAP HANA connection. Port: Specify the port number for connecting to the SAP HANA server (default: 30015 for tenant databases, 30013 for the system database). Actions   Action Description Add purchase order Add purchase order in SAP HANA Create directory Create directory in SAP HANA Create file Create file in SAP HANA Delete file or folder Delete file or folder in SAP HANA Get directory contents Get directory contents in SAP HANA Get file metadata Get file metadata in SAP HANA Get folder metadata Get folder metadata in SAP HANA Set file contents Set file contents in SAP HANA