Your WorkBoardAI agent already understands your OKRs, workstreams, and team structure. When you connect external data sources, you give it visibility into what's happening across your other business tools — from planning to delivery.
With this broader context, your agent can build a sharper Daily Focus, surface emerging risks earlier, and answer questions about how execution is progressing across your work.
Connecting to External Business Data
To connect channels, meetings, or work items from external tools, your WorkBoard account must first be integrated with the corresponding application.
Open your agent by clicking My Agents in the top navigation.
Click the settings icon in the top right corner of the agent window.
In Agent Settings, select the Data access tab.
Click Add External Source to see the available source types.
The external data you connect is private to you, and you can only connect data you personally have access to in each source system.
Additionally only your agent can access the data you connect — no other user's agent can see it. And because your connections are shared across all your agents, you only need to connect a source once for both Digital Chief of Staff and Leadership Coach to use it.
Connect a Microsoft Teams channel
Connecting a Teams channel gives your agent access to conversations happening in that channel, so it can surface relevant context in your Daily Focus and conversations.
In the Data access tab, click Add External Source.
Select Add Teams Channel.
In the Select MS Teams channels dropdown, search for and select the channels you want to add.
Click Add selected.
What your agent receives: When you first connect a channel, your agent ingests the last 3 months of conversation history. After that, new messages are picked up nightly. You can only see and select channels you have access to in Microsoft Teams.
Connect Salesforce data
Connecting Salesforce lets your agent understand your accounts, pipeline, and customer activity so it can flag risks and surface relevant insights.
In the Data access tab, click Add External Source.
Select Add Salesforce Data.
Choose what to connect — you can select from any combination of:
Reports — search for and select a saved Salesforce report
Accounts — search for and select specific accounts
Opportunities — search for and select specific opportunities
Leads — search for and select specific leads
Click Add selected.
What your agent receives: When you connect an account directly, your agent brings in full account history and activity. When you connect a report, your agent only syncs the fields visible on that report — additional account history or comments not shown as report columns are not included. All Salesforce data syncs nightly.
Connect Jira data
Connecting Jira gives your agent visibility into your projects, epics, and tickets so it can help you track execution and surface blockers.
In the Data access tab, click Add External Source.
Select Add Jira item.
Choose how to pull data from Jira:
Projects — select one or more Jira projects to connect
Advanced JQL — enter a JQL query to pull a specific filtered set of issues (e.g., all issues assigned to you across multiple projects)
Epics — select specific epics to connect
Select your projects, epics, or enter your query.
Click Add selected.
What your agent receives: Jira issues included in your selection will sync nightly. Your agent will have access to comments and updates added to those issues, as well as their status.
Connect Azure DevOps data
Connecting Azure DevOps gives your agent visibility into your work items and queries for engineering execution tracking.
In the Data access tab, click Add External Source.
Select Add Azure DevOps item.
Choose how to pull data from Azure DevOps:
Work Items — search for and select specific work items
Saved Query — connect a saved query to pull a filtered set of work items
Select the work items or query you want to add.
Click Add selected.
What your agent receives: Azure DevOps work items included in your selection sync nightly. Your agent will have access to comments, updates, and status changes for those work items.
Connect meetings for transcription
Connecting recurring meetings lets your agent automatically transcribe each session in that series and use the transcripts to build your Daily Focus, generate meeting summaries, and answer questions about past discussions.
You can learn more about the meeting subscriptions here
In the Data access tab, click Add External Source.
Select Meetings.
Use the date range and name filter to find the recurring meeting series you want to connect.
Select the meeting series.
Click Add selected.
What your agent receives: Once connected, your agent will automatically transcribe every future session in that series. Your agent captures a text transcription only — it does not record audio or video. The transcripts become available to both your agents and are used to power your Daily Focus and meeting summaries.
How the agent joins your meeting: Your agent will appear in the meeting lobby approximately 2 minutes before the scheduled start time. A meeting participant must admit the agent to the call, just like admitting any other attendee. You can remove the agent from a meeting at any time.
Manage your connected sources
To view all your connected sources, open Agent Settings → Data access. Each source is listed with the date it was connected.
To remove a source, click the ⋮ menu next to it and select the remove option.
Important Notes
External data is user-level: you can only connect data that you personally have access to in the source system. Your connections are private — other users' agents cannot access data you've connected to your agent.
Data connected to one agent is automatically available to all your agents. You do not need to connect the same source to Luisa and Sofia separately.
All external sources sync nightly. Changes made in a source system today will be reflected in your agent the following day.