Integrations
Integrate knowledge bases
NOTE: Only admin users can add or remove knowledge bases and products.
High-level knowledge integration steps
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Step 1: Upload a knowledge base
Go to Knowledge > Knowledge Bases, select + Add Knowledge Base, choose the method, and follow the on-screen instructions.

(Optional) Step 2: Create a product
Go to Knowledge > Products, select + Add Product, and follow the on-screen instructions.

(Optional) Step 3: Mark a knowledge base as an asset
- Go to Knowledge > Knowledge Bases
- Under Actions, select the ellipses for the desired knowledge base and choose Edit
- For Associated Product (optional), select the newly created product
- Enable Mark as Asset, then select Save Changes

Google Drive
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- There are two integration methods for Google Drive:
- OAuth 2.0: Connect using your Google account and select which files or folders Brevian should index.
- Service Account Integration: Connect using a Google Cloud service account key for large-scale or IT-managed access.
- You can only integrate files you have access to, including shared files.

Option 1: Integrate using OAuth
- In the Brevian app, go to Knowledge.
- Select + Add Knowledge Base.
- Select Google Drive.
- Select Setup with OAuth 2.0.
- In the popup, select and sign in to the desired Google workspace account.
- Follow the on-screen instructions to grant Brevian permission to index and sync your account.
- After authorization, you'll return to the Brevian app to select specific files to integrate.
- To select specific files or folders to index, open the Google file picker, and then select the desired files or folders to integrate.
- To select everything your Google account has access to, select Index All Files, and then follow the on-screen instructions.
Option 2: Integrate using a Google service account
To integrate Google Drive with Brevian using a service account, you must first create the service account in Google Cloud and grant it access to the Drive folders you want Brevian to index.
Step 1: Create or select a Google Cloud Project
- Go to the Google Cloud Console: https://console.cloud.google.com
- In the top left, select Select a project, and then select an existing project or create a new project.
- Enter a project name, such as Brevian-Drive-Integration.
- Select Create.
Step 2: Create a service account
- In the Google Cloud Console, go to IAM & Admin > Service Accounts.
- Select Create Service Account.
- Complete the following fields:
- Select Create and Continue.
- You don't need to assign IAM roles unless required by your organization’s security policy.
- Select Done.
Step 3: Generate a JSON key
- From the Service Accounts list, select the newly created service account.
- Select the Keys tab.
- Select Add Key > Create new key.
- Select JSON, and then select Create.
- A .json file will automatically download. This file is required to connect Google Drive to Brevian. Make sure you securely store this file; it grants access to the Google Drive content shared with the service account.
Step 4: Enable the Google Drive API
The service account can't access Google Drive until the Drive API is enabled.
- In the Cloud Console, go to APIs & Services > Library.
- Search for and enable Google Drive API.
Step 5: Share Google Drive folders with the service account
To allow Brevian to index content, you must explicitly share folders with the service account.
- In Google Drive, right-click the folder you want Brevian to index, and then select Share.
- To have Brevian index all subfolders automatically, share the top-level folder, not just individual subfolders. Service accounts respect Google Drive’s permission inheritance, so all nested folders will be indexed automatically.
- Add the service account email address, and then grant Viewer access.
- Editor access is not required.
- The email address resembles the following: [email protected]
- Select Share.
Step 6: Confirm folder access
- Access your Google Drive as a standard user.
- Right-click on the shared folder, and then select Share.
- Confirm that the service account displays as a user with access.
- If the service account does not appear, Brevian will not be able to ingest the folder.
Step 7: Upload the JSON Key into Brevian
- In the Brevian app, go to Knowledge.
- Select + Add Knowledge Base.
- Select Google Drive.
- Select Upload Service Account Key, and then upload the service account JSON key.
- Brevian will begin indexing all supported files in the shared folders, including nested subfolders.
- Follow the on-screen instructions to select desired content to integrate.
Notion
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- There are two integration methods for Notion:
- OAuth 2.0: Connect using your Notion account and select which content Brevian should index.
- Internal Integration Secret: Connect using a Notion API secret for IT-managed access.
- You can only integrate files you have access to.

Option 1: Integrate using OAuth
- In the Brevian app, go to Knowledge.
- Select + Add Knowledge Base.
- Select Notion.
- Select Setup with OAuth 2.0.
- In the popup, select and sign in to the desired Notion account.
- Follow the on-screen instructions to grant Brevian permission to index and sync your account.
- After authorization, you'll return to the Brevian app to select specific files to integrate.
- To select specific files or folders to index, open the Google file picker, and then select the desired files or folders to integrate.
Option 2: Integrate using a Notion API secret
- In your Notion account, access the Configuration tab to obtain your integration’s API secret.
- In the Brevian app, go to Knowledge.
- Select + Add Knowledge Base.
- Select Notion.
- Under Notion Internal Integration Secret, enter your API secret, and then select Continue with Integration Secret.
- Follow the on-screen instructions to select desired content to integrate.
Confluence
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To integrate Confluence:
- You must have your Confluence credentials available to connect.
- You can only integrate files you have access to.

Upload local files
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You can upload the following file types: .txt, .pdf, .csv

Create a new document
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When you select + Add Knowledge Base, you can create a new document or paste content directly into the form.
