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Every connection is either your own connection or the workspace connection. Each tool’s page has the exact steps. This page explains the options that all tools share.

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For yourself or for the workspace

The two are separate. Connecting a tool for the workspace doesn’t connect it for you, and connecting it for yourself doesn’t connect it for the workspace. Members can’t use the workspace connection in their own chats. For the workspace, create an account in the tool only for Jamie, not a person’s own login. Some tools call it a service account or an integration user. Give it access only to what workflows need, such as the projects or SharePoint sites that workflows file into.

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Sign in to the tool

Most tools connect with a sign-in. Jamie opens a popup where you sign in to the tool and approve access.

In Jamie

  1. Open Settings → Agent → Connectors
  2. Find the tool and click Connect
  3. In the popup, sign in to the tool and approve access
If your browser blocks the popup, allow popups for app.meetjamie.ai and try again.

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Paste a key

Some tools connect with a key: a code that you create in the tool. Tools use different names for it, such as API key, API token, or access token. The tool’s page says where to create it.

In Jamie

  1. Open Settings → Agent → Connectors
  2. Find the tool and click Connect
  3. Paste the key under API key and click Connect
To change the key later, open the tool and click Manage key, then Update key. Test connection checks that the key still works.
Jamie checks the key before it saves it. The check changes nothing in the tool.

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Connected by Jamie support

For some tools, such as DealCloud, Jamie support configures the connection for your workspace. The workspace connection then reads “configured by Jamie support”. A workspace admin can click Use your own service account to make workspace workflows use a key that your team manages. Everyone’s chats keep using the connection that Jamie support configured.

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Where to connect

You can connect a tool from these places:
  • Settings → Agent → Connectors, the full list of connectors
  • Connectors under the Ask Jamie message box, then Browse connectors or Manage connectors
  • Connectors at the top of the Workflows page
  • The workflow chat. Jamie offers to connect a tool there when a workflow needs one that isn’t connected
Use the filters (All, Connected, Available, Needs attention, Workspace) or Search connectors… to find a tool.

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Turn a tool on or off

Each connected tool has an Enabled in chats and workflows switch. Turn it off to stop Jamie from using the tool. The tool stays connected. The checkboxes in the Ask Jamie Connectors menu are the same switch. So they also apply to your workflows and briefings.

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When a tool needs attention

A tool shows under Needs attention if its sign-in expires, or if the tool rejects Jamie’s access. Click Reconnect or Authenticate to connect it again. Workflows that need the tool pause until then.

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Disconnect

Open the tool in Settings → Agent → Connectors and click Disconnect. For a key, click Manage key, then Disconnect. For the workspace connection, click Disconnect under Workspace connection. Workflows that use the tool pause on their next run. They tell you that the connector is missing, instead of failing silently. Saved chats may still contain content that Jamie read from the tool.
Last modified on October 30, 2026