Rodrigo Rodriguez (Pragmatismo)
5b047cbd54
- Add keyword-on-email.md (236 lines) - Add keyword-on-change.md (300 lines) - Update SUMMARY.md with new keywords - Update PROMPT.md with weekly maintenance checklist
2.3 KiB
2.3 KiB
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