How to Add a Source to Connections

By default, only Administrators and HQ can add, edit, or delete sources. Other roles can still see what has been added.

Add a document

1. Open Connections and choose Doc.

2. Drag and drop a file, or click to browse. Accepts PDF, Word, or plain text files.

3. Optionally choose a category: Brand Guidelines, SOPs, Product Manual, Campaign Brief, or Training Materials.

4. Leave "Used by Flow AI" on to let Flow AI draw on this document. Turn it off to store it for reference only.

5. Save. The document shows as Processing briefly, then Active.

Add a link

1. Open Connections and choose Link.

2. Enter the URL and add it.

A link refreshes automatically once a month. It follows links up to two pages deep from the page you add. It will not index an entire large site. Link directly to the specific page with the information you need.

Add a snippet

A snippet is a short piece of text you type directly into Flow — no file needed. Use it for something quick, like a single policy or a common answer.

Returns are accepted within 30 days of purchase with a receipt.

1. Open Connections and choose Snippet.

2. Enter a title and the text itself.

3. Save.

Edit or delete a source

1. Find the source in its list (Docs, Links, or Snippets).

2. Use the edit icon to change its title, content, category, or the "Used by Flow AI" toggle.

3. Use the delete icon to remove it. You'll be asked to confirm.

New to Connections? See "What is Connections?" for an overview, or "Getting the Most from Connections" for tips on what's worth connecting.

If you have any questions or feedback, please contact support at [email protected].