Connecting Your Data
CatalEx draws on the data your team already produces. There are two separate places to connect things, and they do different jobs:
| Where | What you connect | Used for |
|---|---|---|
| Brain page | Google Docs, Slack, Confluence | Making your company's documents and messages searchable. |
| Tools page | ~100 integrations (GitHub, Jira, Gmail, Notion, etc.) | Letting agents take actions in outside services. |
Think of it this way: Brain is knowledge to read; Tools is services to act on. The same app (Slack, say) can appear in both — connected to Brain it becomes searchable knowledge; connected as a Tool it lets an agent post messages.
Connecting shared company data — both knowledge sources and integrations — requires the Admin or Owner role. Any member can connect their own Personal Brain.
Knowledge sources (Brain)
Open Brain from the sidebar and look at the "Your Brain" rail on the right. It has two halves:
- Company Brain (shared with your team): Google Docs (company-wide via a Google service account), Slack, and Confluence.
- Personal Brain (private to you): your own Google Docs.
Connect a source with its Set up / Connect button, then use Sync now to pull in content. Once synced, that content is searchable in Brain and via the built-in Brain tool your agents can use. See the full walkthrough in Brain → Your Brain.
Action integrations (Tools)
Open the Tools page to connect the services your agents will act on — send email, create issues, post messages, and so on. Most connect with one click through OAuth; some ask for an API key or custom credentials. You can connect multiple accounts per service and control, per action, whether an agent runs it automatically or needs your approval. See Tools.
FAQ
What's the difference between connecting Slack to Brain vs. to Tools? Connecting Slack to Brain indexes its messages so you can search them. Connecting Slack as a Tool lets an agent act — for example, post a message. (Slack-as-a-tool is currently Coming Soon.)
Who can connect data sources? Admins and Owners connect shared company sources and integrations. Any member can connect their own Personal Brain.
Is my data secure? CatalEx is multi-tenant with strict isolation between companies. Your connected data is only accessible to members of your company, and your Personal Brain is private to you.