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Connecting a Data Source

Wire Gmail, Slack, CRM, Calendar, or Linear into the Agent Workspace so external events become drafted tasks.

Connectors are how the workspace stays plugged into the rest of your stack. This guide walks through connecting the most common sources and verifying events are arriving.

You only need to do this once per source per workspace. Triggers built on top of a connector are authored separately — see Configuring Triggers.

Before You Start

Make sure you have:

Connecting Gmail

  1. Open the workspace → Settings → Connectors → Add Connector.
  2. Pick Gmail.
  3. Click Authorize. You'll be redirected to Google's OAuth screen — confirm the scopes (read messages, send on your behalf if you'll use the Outbox to send replies).
  4. Back in the workspace, pick which labels or folders the connector should watch.
  5. Click Save.

The connector starts watching immediately. New matching emails will flow as events to any trigger that listens for them.

Connecting Slack

  1. Settings → Connectors → Add Connector → Slack.
  2. Authorize the Headways Slack app for your workspace. Your Slack admin may need to approve it first.
  3. Pick which channels the connector should listen to. Add specific event filters (mentions, DMs, messages matching a phrase, reactions).
  4. Save.

The connector emits Slack events to triggers. Outbound messages drafted by Skills land in the Outbox under the connecting user's authority.

Connecting a CRM (HubSpot or Salesforce)

  1. Settings → Connectors → Add Connector → HubSpot or Salesforce.
  2. Sign in to your CRM via OAuth.
  3. Configure which object types to watch (deals, contacts, custom objects) and which property changes count as events.
  4. Save.

Common patterns: deal stage changes, contact creation, custom property updates that signal renewal risk or upsell opportunity.

Connecting Calendar

  1. Settings → Connectors → Add Connector → Google Calendar or Microsoft 365.
  2. OAuth into the calendar account.
  3. Pick which calendars to watch. Configure event types: scheduled meetings, meetings starting soon, transcripts ready (if your meeting platform integrates).
  4. Save.

Connecting Linear

  1. Settings → Connectors → Add Connector → Linear.
  2. Connect via Linear's OAuth flow.
  3. Pick teams to watch. Configure issue events: created, assigned to me, status changed, commented.
  4. Save.

Verifying It Works

After saving any connector, trigger a real event in the source system (send yourself an email, post in a watched channel, change a deal stage). Within seconds:

  • The event appears in Settings → Connectors → connector detail → Recent Events.
  • If you have a trigger authored that matches, the resulting Skill run appears in your Inbox.

If you see the event but no Inbox item, the trigger isn't matching — check your filter conditions. If you see no event at all, recheck the connector's filter rules (labels, channels, object types).

Permissions and Scope

Connectors authenticate as you — the user who connected them. Skills drafted on top of those events run under your authority. That's deliberate: it preserves the owner-direct write model.

For shared / team-level connectors, your org admin can configure a service account. See Workspace Setup for the admin flow.