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Integrations is where a workspace admin connects the tools Doris reads from. Open it from Settings > Workspace > Integrations.
You see Integrations only if your role can view integrations. Only an admin who can connect integrations sees Add integration and the Connect buttons.

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What you can connect

Google Calendar and Zoom are personal connections. Each person connects them in Settings > You > Connections. See Google Calendar and Your settings. Doris uses one CRM for each workspace. Disconnect the current CRM before you connect a different one.
1

Connect the CRM

Connect HubSpot or Salesforce. Then finish the CRM setup and start the initial import.
2

Connect calendars

Connect Microsoft Calendar for the whole workspace. Or ask each person to connect their own calendar. See Microsoft 365 / Outlook and Google Calendar.
3

Choose meeting capture

Keep Doris Notetaker as the primary source, or make Gong primary. Set the join policy. See Meeting capture.
4

Connect email

Connect Microsoft Email if Doris must read deal email threads.
5

Set coverage

For each calendar, email and capture connection, choose who it covers. See Coverage.

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The Integrations page

A new workspace sees the provider list. Each provider has a Connect button. After the first connection, the page groups connections into families: Meeting capture, Calendar & Email, CRM, Documents & knowledge and Other. Each row shows:
  • The provider and, for Microsoft 365, the module (Calendar or Email).
  • For calendar, email and capture rows: “N of M people covered · K need attention”.
  • For other rows: “Connected” or “Not connected”, and read, write or read & write access.
  • A health chip, for example Needs attention · Reauthorization required.
  • A Manage button that opens the connection.
To connect another tool, select Add integration. Choose a provider and sign in with an account that can approve access for the workspace.

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Integrations needing attention

A yellow box named Integrations needing attention lists each connection with a problem. Each item has a link, for example Repair Microsoft 365. Fix these first. A broken connection stops Doris reading that source.

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Finish workspace setup

Until setup is complete, the page shows Finish workspace setup with a progress bar. Its button opens the next setup step.

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Manage a connection

Select Manage on a row. The connection page has these tabs. You see only the tabs that apply to that connection and your role. Doris records every connection change in the Audit log.

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Meeting capture

Doris uses one primary source for meeting transcripts. The choice applies to the whole workspace. To open it, select Configure meeting capture in the Meeting capture family. To change the primary source, select Make primary on the provider. When Gong is primary, the Gong row shows Doris bots blocked.

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Doris join policy

The join policy controls which meetings get Doris Notetaker automatically. Select a policy, then select Save policy. Doris uses your company domains to decide which attendees are internal.

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Coverage

Coverage decides who a calendar, email or capture connection serves. Open a connection, then the Coverage tab. Doris applies coverage in three levels:
  1. All members defaults apply to everyone.
  2. Group policies override the defaults for a group. Create groups in People & access.
  3. A direct member exception overrides both.
To change coverage, select Edit coverage, make the changes, then select Save coverage. If nobody is covered yet, select Cover everyone to make the connection available to every member.
If a change excludes a member who has active managed coverage, Doris asks you to confirm. Save and remove coverage starts to remove that coverage.

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Policies

Managed workspaces also have Settings > Workspace > Policies. It shows every workspace default, group policy and member exception on one page. Edit each rule on the connection’s Coverage tab.

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If data looks wrong

  1. Check Integrations needing attention. Repair each item.
  2. Open the connection and check the Overview tab.
  3. For a CRM, open Configuration. Check that the pipelines and record owners include the missing records.
  4. For calendar or email, open Coverage. Check that the person is covered.
  5. For records with missing links, open Record health.