Connections Overview

Connections link Zenmako to your external tools and services, enabling AI to access and interact with your data across platforms like Asana, Trello, Notion, HubSpot, and more.

What are Connections?

A connection is an authenticated link between Zenmako and an external service. Once established, Zenmako can:

  • Read data from the connected service
  • Execute actions on your behalf (based on permissions you set)
  • Learn from your data to build a knowledge base for AI-powered insights

    • Each connection requires credentials (typically an API key or access token) and can be configured with specific permissions to control what the AI is allowed to do.

    Adding a Connection

    Follow these steps to connect a new service:

  • Navigate to the Connections page from the main menu
  • Browse the list of available connectors
  • Click on the connector you want to add (e.g., Asana, Trello, Notion)
  • Enter the required credentials:
    • - API Key: A secret key generated from the service's settings - Access Token: An OAuth token or personal access token - Other fields: Some connectors may require additional information like workspace ID or base URL
  • Click Save to store the connection
  • Click Test Connection to verify the credentials work correctly

    • If the test succeeds, your connection is ready to use. If it fails, double-check your credentials and ensure you have the necessary permissions in the external service.

    Connection Permissions

    Zenmako provides granular control over what the AI can do with each connection. Permissions are set at the action level, giving you precise control.

    Permission Levels

    LevelDescription
    AllowedAI can execute this action automatically without asking for approval
    Requires ApprovalAI will ask for your confirmation before executing this action
    DeniedAI cannot use this action at all

    Per-Tool Permissions

    You can set different permission levels for different actions within the same connection. For example, with an Asana connection you might configure:

  • Read tasks: Allowed
  • Create tasks: Allowed
  • Update tasks: Requires Approval
  • Delete tasks: Denied

    • This allows AI to freely read and create tasks, ask before making updates, and never delete anything.

    Setting Permissions

  • Go to the Connections page
  • Click on an existing connection
  • Navigate to the Permissions tab
  • For each available action, select the desired permission level
  • Click Save to apply changes

    • Testing Connections

    After adding or modifying a connection, test it to ensure everything works correctly.

  • Go to the Connections page
  • Find the connection you want to test
  • Click Test Connection
  • Wait for the test to complete

    • Managing Connections

    Editing a Connection

  • Go to the Connections page
  • Click on the connection you want to edit
  • Update credentials or settings as needed
  • Click Save
  • Test the connection to verify changes work

    • Disabling a Connection

    Disabling a connection temporarily prevents AI from using it without deleting the configuration.

  • Go to the Connections page
  • Find the connection you want to disable
  • Toggle the Enabled switch to off

    • Re-enable the connection at any time by toggling the switch back on.

    Deleting a Connection

    Deleting a connection permanently removes it and all associated settings.

  • Go to the Connections page
  • Click on the connection you want to delete
  • Click Delete
  • Confirm the deletion

    • Note: Deleting a connection does not delete any data in the external service. It only removes the link from Zenmako.

    Next Steps

  • Individual Connector Guides: See detailed setup instructions for specific services:
    • - Asana - Trello - Notion - HubSpot - Google Drive
  • Knowledge Base: Learn how Zenmako uses your connected data to power AI insights in the Knowledge Base documentation
  • Workflows: Discover how to automate tasks across your connected services in the Workflows guide