Connect a Source
Sources connect external data systems to the Noema AI platform. Once connected and ingested, source content is available for RAG retrieval in assistants and workflow nodes.
Supported source types
| Type | Description |
|---|---|
| File | Upload files directly (PDF, images, Word documents, etc.) |
| Azure Blob Storage | Connect an Azure Blob container |
| Amazon S3 | Connect an S3 bucket |
| SQL Database | Connect a SQL data source |
| Web Site | Crawl a website |
| Rest API | Pull from a REST endpoint |
| GraphQL API | Pull from a GraphQL endpoint |
| Workbook | Excel/spreadsheet ingestion |
| Jira | Sync from Jira |
| Confluence | Sync from Confluence |
| SharePoint | Connect a SharePoint site |
| Text to SQL | Natural-language SQL query source |
Create flow
- Navigate to
/sources/dashboard. - Click New Source in the sidebar.
- Enter a Source name. The Source Code field auto-generates a kebab-case slug (editable before saving).
- Select a Source Type from the dropdown.
- Click Save Source.
- You are redirected to the source detail page at
/sources/\{sourceCode\}. - Click Edit Source to configure type-specific settings (container, credentials, etc.).
Edit a source connection
Navigate to /sources/\{sourceCode\}/edit (via Edit Source button or sidebar Source actions → Edit Source).
| Field | Description |
|---|---|
| Source name | Display name shown in the sidebar |
| LLM Ingestion settings | Controls how content is chunked and indexed |
| Enabled | Whether this source is active for RAG retrieval in chats |
| Container | Connector-specific setting (e.g. Azure container name, S3 bucket) |
| Description for LLM | Text describing the source's content — used to guide retrieval |
Click Update Source to save.
Enabled toggle
The Enabled toggle on the edit page controls whether the source is used when answering questions in chat. Disable a source to temporarily exclude it from RAG retrieval without deleting it.
File sources — uploading content
For File-type sources, upload content via the Upload tab on the source detail page:
- Open the source detail page at
/sources/\{sourceCode\}. - Click the Upload tab.
- Drag and drop files or click the dropzone to browse.
- Uploaded files appear in the Archive tab with status Uploaded and ingestion is triggered automatically.
See Upload & Manage Documents for details.
Connector sources — scanning and processing
For connector-type sources (Azure Blob, S3, SharePoint, Website, etc.), use the Process all documents button on the source detail page to scan the external system and ingest discovered content.
Processing status is visible on the Sources Dashboard.
Delete a source
- Click Source actions (⋯) next to the source in the sidebar.
- Click Delete in the Danger Zone — labelled "Permanently delete the source".
- Confirm: "Are you sure you want to delete: {name}?"
Source deletion is permanent. All documents in the source are removed.