Connect a Source to a Kubiya Teammate
Give your Kubiya Teammate the ability to access a source's workflows and tools
Prerequisites:
1 or more Sources
An AI Teammate
1. Go to the All Teammates page
In the top-bar navigation menu, click Teammates. Then in the left-hand menu, click All Teammates.
Here you can see a list of your existing Teammates.
2. Click Edit Teammate
Find the Teammate that you'd like to give access to the source's workflows and tools.
3. Go to Instructions
In the modal that opens, click Continue so that you are brought to the Instructions step.
4. Choose Sources
Using the dropdown menu, select the sources which have workflows and tools you'd like this Kubiya Teammate to be able to use.
5. Save Your Changes
Click the Continue button 3 times to reach the last step of the modal and then click Update.
6. Ask your Kubiya Teammate to Perform a Task
To try out your Teammate's new capabilities, go to Slack and have your teammate perform a task.
Last updated
