Integration workflows - Amazon Quick Suite

Integration workflows

The following procedures describe the general workflows for creating and managing different types of integrations in Amazon Quick Suite.

Creating a knowledge base from scratch

Data access integrations establish the connection to external systems creating knowledge bases from external data sources.

  1. In the Amazon Quick Suite console, choose Integrations.

  2. From the integration grid, choose the application you want to connect to (for example, Google Drive, OneDrive, or S3).

  3. In the Integration details section, select the "Add" option (+). If required, complete the authentication process in the popup that occurs.

  4. Fill in the appropriate details, depending on your chosen integration. For example, for Amazon S3, select your AWS account and your Amazon S3 bucket url.

  5. Enter a Name for your integration.

  6. Enter the required connection details for your chosen application.

  7. If required, choose Create and continue to continue to knowledge base creation.

  8. Specify a name for your knowledge base.

  9. Specify the files you want to include in your knowledge base using the file picker or appropriate sync options (for example, S3 allows you to choose to add all content of specific content).

  10. Choose Create.

    Syncing of your content will automatically begin after creation of the knowledge base.

Creating an action connector

Action Connectors enable you to perform actions in external applications directly from Amazon Quick Suite.

  1. In the Amazon Quick Suite console, choose Integrations.

  2. From the integration grid, choose an application that supports action connectors (for example, OneDrive, Confluence, or Slack).

  3. In the Integration details section, select the "Add" option (+).

  4. Enter a Name for your action connector.

  5. Configure the task-specific settings for your chosen application.

  6. Choose Next to complete the authentication and setup process.

After successful creation, your action connector is available for use in Amazon Quick Suite workflows and can be triggered from analyses, dashboards, or automated processes.

Creating a knowledge base integration from an existing data access integration

Knowledge base integrations allow you to create searchable repositories of information from external sources.

Follow the procedure below to quickly create a knowledge base for one of the six supported data sources.

  1. Open the Amazon Quick Suite console and choose Integrations. Then click on the Data tab.

  2. Select your data source from the available options in the Data tab,

  3. Selecting the three-dot menu option under Actions, and then select Create knowledge base.

  4. Add a name and enter an optional description.

  5. Select the content to include in your knowledge base. Choose Create.

Data synchronization begins automatically. Sync jobs can take a few mins to hours depending upon the size of your data, but you can see what documents are available for querying from the Refresh Reports tab. The knowledge base status changes from Syncing to Available when the sync is complete.

Managing existing integrations

You can edit, delete, and manage existing integrations from the Integrations console.

  1. In the Amazon Quick Suite console, choose Integrations.

  2. From the integrations table, select the integration you want to modify.

  3. Select the three-dot drop-down menu under "Actions"and then select "Edit integration".

  4. Modify the integration settings as needed.

  5. Choose Save changes to apply your modifications.

Your integration settings are updated and the changes take effect immediately for new operations using the integration.

To delete an integration

  1. In the Amazon Quick Suite console, choose Integrations.

  2. From the integrations table, select the integration you want to remove.

  3. Select the three-dot drop-down menu under "Actions"and then select "Delete integration".

  4. In the confirmation dialog, review the integration details and any dependent resources that will be affected.

  5. Choose Delete to confirm the removal.

The integration is permanently removed from your account. Any dependent resources (such as knowledge bases) that rely on this integration will be impacted.