AI Connectors

Connectors give your AI assistant the reach to close the gap between where outside info lives today and where it needs to be: in Trainual, assignable and AI-searchable.

👉 Before you start:

If you are unfamiliar with the assistant, start here: 🔗 Trainual's AI Assistant.
Connectors x AI assistant are available on all training and operations plans.
Admin+ permission levels can always enable and connect their own apps to Trainual AI. Non-admin teammates can only use the connectors feature if an Admin enables the setting for it at the account level.

🗂️ Table of contents: Skip around to just the parts you need with these links.

Overview.
- Which apps can be connected?
- How the AI Assistant behaves once apps are connected.
Pause: Are AI connectors the right fit?
- Not a fit? Where to look next.
Set up connectors.
Example — Connectors in action.
FAQs.
- What does a connected file bring over, and what doesn't it bring over?
Learn more about Trainual integrations.

Connectors overview:

A bunch of different tools means a bunch of different places where knowledge can hide. Connectors source it and bring it into Trainual, so your team can find everything they need in one centralized place.

🔌 Which apps can be connected?

Google Drive	SharePoint	Confluence
OneDrive	Notion	Dropbox

⚡️ Here's how the AI Assistant behaves once your apps are connected:

📥 Trainual first, connected apps only if you say so. If the answer isn't documented in Trainual, the assistant asks to check your connected apps. Say yes, and it'll search and offer to bring what it finds into Trainual, so you can unify your knowledge that much quicker (always with your OK, of course 😉)
🪄 Inspired by your files, built for Trainual. Point the assistant at a connected file and get a fresh, editable training document written in Trainual's format.
🔄 Keep your current pages up-to-date. Ask the assistant to update an existing Trainual page using a file from a connected app, and it'll handle the edits.

Ready to get into the good stuff? 🙌 Keep reading to see exactly what connectors can do for your team today, and learn how to get everything linked up.

Pause: Are AI connectors the right fit?

🏁 Start by narrowing down what you need to accomplish — maybe it's something like...

👂 Sound like what you need? ↗ Jump in and get connected.

Not the perfect fit? Here's where else to look...

Trainual's AI Content Creation. Offers the option to keep your original file's wording intact while drafting or rebuilding pages from a manually uploaded file.
AI Assistant: Content Building and Editing. Allows you to make in-place touch-ups, refreshes, and rewrites to documents and pages already in Trainual.
Standalone files. Lets you upload static files for items that need to be full-screen, untouched but searchable, and will be unedited for long periods.

No matter the tool, think of this brainstorming session as step one (identifying the what), and firing up the best Trainual feature as step two (the how). Whatever you land on, you've got this! 💪🤓

Set up connectors:

From Admin setup to individual app connections, here's what it takes to get connectors up and running for you and your teammates. 🏃

🔹 Step 1: Access considerations for connectors.

Before you turn this on, here are two things worth knowing...

🚪 Admin-gated access.
This feature is off by default. Admins automatically have access to enable and connect apps. Every non-admin user remains "locked out" of this feature until an Admin turns on the “Allow non-admin users to connect their apps” account setting.

🌐 No org-wide linking.
Each person must connect their own apps from their My Settings → Integrations & AI tab to start using this feature with the apps Admins have made available.

🔹 Step 2: Enable connections for your Trainual account.

Expand the "Account" options from the left-hand navigation menu.
Choose "Settings."
Open the "Trainual AI" tab.
Toggle on the "Allow non-admin users to connect their apps" setting if non-admin users should be able to use this feature.
Toggle on any of the listed apps under the "Connected apps" section to make them available for your team.
Hit the "Save" button to set it live.

📝 Please note: You can revisit these settings anytime to toggle on new apps, turn off existing ones, or change non-admin access as your team's needs change.

🔹 Step 3: Connect your own apps to your AI assistant.

Click on your avatar from your top navigation bar.
Select "My settings."
Open the "Integrations & AI" tab.
Click "Connect" under the “AI settings” → “Connected apps” section.
Hit the “Open window” button on the pop-up to log in to your app.
Select what you’d like the connection to access, then click “Continue.”
Click “Finish setup” on the confirmation pop-up to complete the connection.

📝 Please note: You can unlink your own apps at any time by hovering over the app's name and clicking the "Disconnect" option.

Example — Connectors in action:

Not sure how to get started? 🤔 Here's what a full connectors workflow could look like, from a question to a finished piece of training.

💥 Action	💡 Example prompt	📋 Scenario description
Ask a question.	"What does our Travel & Expense policy say about per-diem limits, and who has to approve trips over $1,000?"	The assistant checks Trainual first. If it can't find the answer there, it'll say something like: "Do you want me to search your connected sources too?" Once you say yes, it searches your connected apps and finds any matching policies. Let's say, in Google Drive, in this example.
Create a document.	"Turn that policy from Google Drive into a Trainual document I can assign to new hires — keep it skimmable."	The assistant uses the connected file as source material to draft a new, editable document — written the way you asked for it and adapted for and created inside your Trainual.
Edit it further.	"Now add a 'Submitting receipts' section to that new info, using the steps from our 'Expense Receipts guide in Google Drive."	The assistant pulls in the extra connected context and updates to add in for you, no need to start over!

👀 Pssst... only on the operations suite but are curious how your training docs could make their way into Trainual? Connectors (and our awesome support team) can help you narrow things down. ↗ Reach out to learn more.

FAQs:

Does any of our data leave Trainual when using connectors and the AI assistant?
Trainual uses OpenAI’s paid API to generate helpful, accurate responses and carry out tasks. The content you submit is processed securely and temporarily — it is not stored or logged beyond 30 days, or used to train OpenAI’s models whatsoever. OpenAI’s ongoing model improvements occur independently of Trainual customer data.

For connectors specifically, Trainual uses Merge Agent Handler as a secure intermediary between Trainual and your connected apps, on top of OpenAI.

What does a connected file bring over, and what doesn't it bring over?
When the AI assistant creates content from a connected file, it extracts the info and rebuilds it to be optimized for Trainual's native editor and styling — preserving formatting where possible and creating strong wording and structure (not a copy).

Summarized, that looks like this:

✅ Comes over	❌ Doesn't come over
One-at-a-time, single file referencing and information from that item.	Bulk file imports or bulk creations from multiple files (on our roadmap).
Headings (H2-H4), paragraphs, bold, & italic formats.	Pixel-perfect, exact file copies or replicas (try standalone files instead).
Bulleted, numbered, & checkbox lists.	Images & videos (on our roadmap).
Tables & links.
Underlines, strikethroughs, & highlights.
Quotes, code, & inline-code blocks.
Horizontal rules, line breaks, sub/superscript, & emojis.

What training content types can I create and edit while using connectors?
Connectors work at the document and page level — creating new documents and editing existing pages.

Will a connected app auto-import, auto-create, or auto-edit my training content?
No. Connector searches, creations, and edits are not the default. Your AI assistant only reaches into a connected app when you either name the app explicitly or when it can’t find the answer in Trainual, and you give it permission to check your linked apps. This is by design, so you stay confident and in control of your training.

How are content creation and editing permissions handled with connectors?
Your AI assistant's replies already respect user permissions and content access levels — connectors just add another layer to that: users can bring in sourced content to add to Trainual, only if they have content creation permissions in Trainual.

Why not just use my current connector app to create, build, or edit my training files?
Other AI tools can read a file, but you'd still need to copy-paste the result back into Trainual by hand. Trainual's connectors go search → create → edit in one flow, in-app.

How can I submit my feedback and ideas about features?
If you'd like to share your thoughts about Trainual connectors or think of something else you'd like to see added in the future, send us your feature requests and ideas.

Learn more about Trainual integrations:

Harness the power of Trainual, without having to leave Slack.
Build custom connections using Trainual's API and webhooks.
Connect external AI agents and apps to Trainual data using the MCP server.