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Connect data

Sources and connectors.

1 min readDocs build Updated Jul 26, 2026

Connect a source

ToolConnects
connect_adsAd platforms (spend + performance).
connect_customer_successCS tools (Vitally, Gainsight, …).
connect_meetingsMeeting recordings/transcripts.
connect_search / connect_socialSearch + social signals.
connect_storageFile storage (Drive, S3, …).
approve_connectorApprove a pending connector (governance).

Some sources need explicit consent before ingest: grant_cs_note_consent, grant_meeting_consent. This keeps sensitive customer data governed and auditable.

Import, list & sync

import_file / import_folderPull specific files/folders.
list_files / list_storage_sources / list_marketing_sources / list_meetings / list_cs_accountsEnumerate what's connected.
sync_marketing_source / sync_customer_success / sync_meetingsRefresh data from a source.
attach_to_project / write_fileScope sources to a project; write artifacts back.

Then build

Once connected, the sourceIds flow into build_audience_from_data (see Creating an audience), and time-series data into the Data group (ingest_series, get_series) for brand-science models.

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