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Connecting Sources

Connecting Sources

Give your AI tasks access to your tools and data

Sources connect 0ct to the tools you already use. When you connect a source like GitHub or Linear, your AI tasks can access real-time data from those services.

Why Connect Sources?

Section titled “Why Connect Sources?”

Without sources, your tasks can only use the AI’s general knowledge. With sources, your tasks can:

  • Read your data: Pull issues, messages, documents
  • Access real-time info: Get current status, not outdated information
  • Work with your context: Understand your specific projects, team, and workflows

Available Integrations

Section titled “Available Integrations”

Project Management

Section titled “Project Management”
  • Linear - Issues, projects, cycles, roadmaps
  • Todoist - Tasks, projects, labels
  • Asana - Tasks, projects, workspaces

Development

Section titled “Development”
  • GitHub - Repositories, issues, pull requests, commits
  • GitLab - Projects, merge requests, pipelines

Communication

Section titled “Communication”
  • Slack - Channels, messages, threads
  • Discord - Servers, channels, messages

Productivity

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  • Notion - Pages, databases, content
  • Google Drive - Files, folders, documents

And More

Section titled “And More”

New integrations are added regularly. Check the Sources page for the latest.

Connecting a Source

Section titled “Connecting a Source”

Step by Step

Section titled “Step by Step”
  1. Click Sources in the sidebar
  2. Click Add Source
  3. Find your service in the list
  4. Click Connect
  5. You’ll be redirected to sign in to that service
  6. Grant 0ct permission to access your data
  7. You’re connected!

What Permissions Are Requested?

Section titled “What Permissions Are Requested?”

0ct requests read-only access by default. This means we can:

  • ✅ Read your data
  • ❌ We cannot modify or delete anything

Some integrations may request additional permissions for future features. You’ll always see exactly what’s requested before granting access.

Using Sources in Tasks

Section titled “Using Sources in Tasks”

Once connected, you can add sources to any task.

Adding a Source to a Task

Section titled “Adding a Source to a Task”
  1. Open or create a task
  2. Scroll to the Sources section
  3. Click Add Source
  4. Select from your connected sources
  5. Save the task

Example Prompts with Sources

Section titled “Example Prompts with Sources”

With GitHub:

Look at our open pull requests in the main repository.
For each PR older than 3 days, list:
- PR title and author
- How long it's been open
- Any blocking comments

With Linear:

Check my assigned issues in Linear.
Create a prioritized list for today based on:
- Due date
- Priority level
- Estimated effort

With Slack:

Review the #team-updates channel from yesterday.
Summarize the key announcements and any action items
that were mentioned.

With Notion:

Find the Q1 Planning document in our workspace.
Extract the key milestones and their status.

Managing Sources

Section titled “Managing Sources”

Viewing Connected Sources

Section titled “Viewing Connected Sources”
  1. Click Sources in the sidebar
  2. See all your connected services
  3. Each shows connection status (Connected, Error, etc.)

Testing a Connection

Section titled “Testing a Connection”

Want to make sure it’s working?

  1. Click on a source
  2. Click Test Connection
  3. You’ll see a success message or error details

Disconnecting a Source

Section titled “Disconnecting a Source”
  1. Click on the source
  2. Click Disconnect
  3. Confirm the action

Any tasks using this source will fail until you reconnect or remove the source from those tasks.

Reconnecting After Errors

Section titled “Reconnecting After Errors”

Sometimes connections expire or permissions change. If you see an error:

  1. Click on the source
  2. Click Reconnect
  3. Go through the authorization flow again

Tips for Using Sources Effectively

Section titled “Tips for Using Sources Effectively”

Be Specific About What You Need

Section titled “Be Specific About What You Need”

Good:

“Check the #engineering Slack channel for messages from today”

Vague:

“Look at Slack”

The AI doesn’t know which channel or timeframe without specifics.

Combine Multiple Sources

Section titled “Combine Multiple Sources”

You can add multiple sources to one task:

Using GitHub and Linear:
1. Find PRs merged this week
2. Match them to their Linear issues
3. Report on cycle progress

Use Sources for Context

Section titled “Use Sources for Context”

Sources work great for providing context:

Using my Notion workspace:
Find our brand guidelines document and use it to
review the attached marketing copy.

Consider Permissions

Section titled “Consider Permissions”

Only connect sources you actually need. Fewer connections means:

  • Simpler task configuration
  • Less data exposure
  • Easier maintenance

Troubleshooting

Section titled “Troubleshooting”

”Source Disconnected”

Section titled “”Source Disconnected””

The connection expired or was revoked.

  • Fix: Click the source and reconnect

”Permission Denied”

Section titled “”Permission Denied””

The source doesn’t have access to what you’re asking for.

  • Fix: Check if you granted all needed permissions, or reconnect with broader access

”Rate Limited”

Section titled “”Rate Limited””

You’ve made too many requests to the source API.

  • Fix: Wait a few minutes and try again, or reduce task frequency

”Source Not Responding”

Section titled “”Source Not Responding””

The external service may be down.

  • Fix: Check the service’s status page, or try again later

Security and Privacy

Section titled “Security and Privacy”

Your Data is Protected

Section titled “Your Data is Protected”
  • All connections use industry-standard OAuth
  • We store encrypted tokens, not your passwords
  • You can revoke access at any time

What We Access

Section titled “What We Access”

0ct only accesses data when your tasks run. We don’t continuously monitor or store your source data.

Revoking Access

Section titled “Revoking Access”

You can disconnect sources in 0ct, but you can also revoke access from the source itself:

  • GitHub: Settings → Applications → Authorized OAuth Apps
  • Linear: Settings → Security → Authorized Applications
  • Slack: Your workspace admin panel

Next Steps

Section titled “Next Steps”