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Help CenterData Sources

Data Sources

Connect files and knowledge bases to your agents

Data Sources Overview

Give your agents access to your documents, knowledge bases, and external tools — so they can reference your content during live meetings.

4 min read

File Uploads

Upload PDFs, Word docs, spreadsheets, and more — and make them available to your agents during live meetings.

4 min read

Contexts and Scopes

Control which files and data sources your agents reference during meetings using contexts and scope rules.

6 min read

Using Google Drive Files in Contexts

Pick Google Drive files for agent contexts using Google's secure file picker — supported formats, automatic sync, and how to add or remove files.

3 min read

Using Notion Content in Contexts

Select Notion pages and databases for agent contexts — browsing, processing status, and keeping content up to date.

3 min read

Using GitHub Files in Contexts

Browse repositories and select files for agent contexts — repo picker, file tree navigation, and daily sync.

3 min read

HubSpot CRM Data

How CoAgentor syncs and uses your HubSpot contacts, companies, and deals as agent context.

3 min read

Confluence Content

How Confluence pages are synced, processed, and used as context for your AI agents.

3 min read

Data source limits

How file count, file size, storage, and connection limits work across uploads, Google Drive, Notion, HubSpot, Confluence, Jira, and GitHub.

9 min read
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