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Connecting multiple accounts from same integration
Connecting multiple accounts from same integration

Import and search documents from various accounts within the same platform

Garrett Wilson avatar
Written by Garrett Wilson
Updated over a week ago

How to connect multiple accounts from the same integration with Cassidy

CassidyAI allows you to connect multiple accounts from the same third-party platform, such as multiple Google Drive, Notion, or Sharepoint accounts, to your CassidyAI account. This enables you to import and search your documents seamlessly across various accounts within the same platform.

To connect multiple accounts from the same integration (e.g., multiple Google Drive accounts) with CassidyAI, follow these steps:

  1. Connect the first account: Start by connecting the first account from the desired third-party platform (e.g., Google Drive) you would like to integrate with CassidyAI. Follow the proper authorization and authentication steps and grant the necessary permissions as outlined in the respective integration article in this collection.

  2. Select and import documents: Once the account is connected, choose the documents you want to import from the connected account.

  3. Disconnect the first account: After importing the desired documents, navigate to your CassidyAI account settings to disconnect the third-party account. Click on your name in the bottom left of the sidebar, then click the settings icon next to your name. In the Connected Apps section, locate the account you want to disconnect and click the Disconnect button.

  4. Connect the next account: Repeat steps 1 through 3 for each additional account from the same platform (e.g., another Google Drive account) you wish to connect with CassidyAI. Import the documents you need from each account during its connection process. Refer to the respective integration article in this collection for detailed instructions on connecting each platform.

*Remember, it's crucial to disconnect the previous account before connecting a new one to ensure a smooth and accurate import of your documents. This method allows you to maximize the potential of CassidyAI's search function across various accounts within the same platform while maintaining control over the connected accounts and your data.

By following this step-by-step guide, you can connect as many different accounts from the same integration as you would like, expanding CassidyAI's search capabilities across your multiple accounts within a single platform.

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