# Data sources
Data sources are the foundation that enable Workato GO to deliver relevant, contextual results when you're searching for knowledge, generating content, or completing tasks with AI agents.
You can set up connections to tools like Jira, Confluence, Salesforce, Slack, and other third-party systems to enable Workato GO to surface the right content, people, and actions at the right moment. Users can rely on Workato GO to search, retrieve, and act on information from across your company’s data instead of switching between applications or manually searching through files.
Adding data sources ensures that:
- Search results reflect your actual business context.
- Agents can retrieve and complete tasks using current data.
- Requests, updates, and decisions can be completed in one place without copy-pasting or context-switching.
# Add a data source
You must have administrator privileges to add new data sources to your Workato GO account.
Complete the following steps to add a data source:
Sign in to your Workato GO account.
Expand the Admin menu in the sidebar and click Data sources.
Go to Admin > Data sources
Click Add Data Source. The Add Data Source page displays.
Select an app from the list. Refer to Add a custom data source if you plan to add a data source that isn't listed. Standard data sources are:
- Confluence
- Gmail
- Gong
- Google Calendar
- Google Drive
- Highspot
- Jira
- Okta
- Salesforce
- Slack
- Zendesk
Select your data source
Enter a name for your data source in the Name field.
Setup
Enter the domain for your data source in the Domain field. For example: https://example-data-source.acme.net
Enter the groups you plan to provide with default access in the Default Access Groups field. Separate groups with a comma. For example: confluence-users-sales,confluence-admins
Enter your API token from your data source in API Token field.
Enter the user name associated with the data source in the Username field. For example: [email protected]
Click Next. The Crawl configuration page displays.
Locate the Would you like to start the crawl for {your app}? field and select Crawl Now or Do it later.
CRAWLING IS NECESSARY TO BUILD A SEARCH INDEX
Workato builds a search index by crawling your data source and parsing its contents, metadata, and permissions.
Crawl
Click Create. Your data source is now listed on the Data Sources page.
# Add a custom data source
A custom data source enables users to search a set of custom pages in Workato GO. You must have administrator privileges to add a custom data source to your Workato GO account.
Complete the following steps to add a custom data source:
Sign in to your Workato GO account.
Expand the Admin menu in the sidebar and click Data sources.
Go to Admin > Data sources
Click Add Data Source. The Add Data Source page displays.
Select Web.
Select Web.
Enter the URL for the image you plan to add to the custom data source in the Image URL field. For example: https://acme.com/assets/img/logo.svg
Web data source setup
Enter a name for the data source in the Name field. For example: Acme custom docs
Enter the base URL in the Base URL field. For example: https://custom-docs.acme.com
Enter the URL regex in the URL Regex field. For example: ^https://custom-docs.acme.com/.*
A URL regex is a regular expression used to match or validate specific patterns in URLs. It helps identify URLs that follow a certain structure, such as matching only URLs from a specific domain or with certain paths or parameters.
Locate the Would you like to start the crawl for {your app}? field and select Crawl Now or Do it later.
CRAWLING IS NECESSARY TO BUILD A SEARCH INDEX
Workato builds a search index by crawling your data source and parsing its contents, metadata, and permissions.
Click Create.
Last updated: 6/16/2025, 5:01:59 AM