Getting Started

This page is for first-time integration setup after app installation.

Scope of this page

• Confirm access role.
• Connect integrations.
• Validate that integrations return data in chat.

Step 1: Confirm your role and permission

• Admin / Owner: can connect/disconnect org-level integrations.
• Member: can use integrations only if your org policy allows it.
• If you cannot connect or use an integration, ask admin to update role access first.

Step 2: Open integration settings

• Open Collabute app.
• Go to Settings > Integrations.
• Select the provider to configure.

Step 3: Connect the provider account

• Click Connect.
• Complete provider authorization in browser.
• Return to Collabute.
• Confirm status is Connected.

Step 4: Set team access scope (admin only)

• Set allowed roles per integration:
• Member
• Admin
• Owner

Use least privilege by default, then expand if needed.

Step 5: Validate with a quick chat test

• Run one simple prompt per connected integration:

• Vercel: "Show my latest production deployment status."
• Google: "What’s on my calendar today?"
• Linear: "Show my overdue Linear tasks."
• Slack: "Search Slack for updates about onboarding rollout."

Status meanings

• Connected: Integration is ready to use.
• Not connected: OAuth not completed or disconnected.
• Restricted: Role access policy blocks your account.

Setup failure checklist

• Re-open the connect flow and complete it in the same session.
• Confirm the connected provider account has workspace/project/channel access.
• Ask admin to verify integration role settings.
• Check provider-specific docs and Troubleshooting.

Notes for org rollout

• Changes to role access can take a short time to propagate.
• Reconnecting may be required after provider token expiry or revocation.