Integration workflows - Amazon Quick
Creating a knowledge base from scratchCreating an action connectorManaging existing integrations

Integration workflows

The following procedures describe the general workflows for creating and managing different types of integrations in Amazon Quick.

Creating a knowledge base from scratch

Data access integrations establish the connection to external systems creating knowledge bases from external data sources.

  1. In the Amazon Quick console, choose Integrations.

  2. Choose the Knowledge bases tab.

  3. From the integration grid, choose the application you want to connect to (for example, Google Drive, OneDrive, or S3).

  4. In the Integration details section, select the "Add" option (+). If required, complete the authentication process in the popup that occurs.

  5. Fill in the appropriate details, depending on your chosen integration. For example, for Amazon S3, select your AWS account and your Amazon S3 bucket url.

  6. Enter a Name for your integration.

  7. Enter the required connection details for your chosen application.

  8. If required, choose Create and continue to continue to knowledge base creation.

  9. Specify a name for your knowledge base.

  10. Specify the files you want to include in your knowledge base using the file picker or appropriate sync options (for example, S3 allows you to choose to add all content of specific content).

  11. Choose Create.

    Syncing of your content will automatically begin after creation of the knowledge base.

Creating an action connector

Action Connectors enable you to perform actions in external applications directly from Amazon Quick.

  1. In the Amazon Quick console, choose Integrations.

  2. Choose the Actions tab.

  3. From the integration grid, choose an application that supports action connectors (for example, OneDrive, Confluence, or Slack).

  4. In the Integration details section, select the "Add" option (+).

  5. Enter a Name for your action connector.

  6. Configure the task-specific settings for your chosen application.

  7. Choose Next to complete the authentication and setup process.

After successful creation, your action connector is available for use in Amazon Quick workflows and can be triggered from analyses, dashboards, or automated processes.

Managing existing integrations

You can edit, delete, share, and manage existing integrations from the Integrations console. You can access management options from the integrations list or from an integration's details page.

To edit an integration

From the integrations list:

  1. In the Amazon Quick console, choose Integrations.

  2. Choose the Knowledge bases or Actions tab.

  3. Choose the Open menu icon in the row of the integration you want to edit.

  4. Choose Edit.

  5. Modify the integration settings as needed and choose Save changes.

You can also edit from the integration details page by choosing the integration name, then choosing the menu icon (⋮) and selecting Edit.

To delete an integration

From the integrations list:

  1. In the Amazon Quick console, choose Integrations.

  2. Choose the Knowledge bases or Actions tab.

  3. Choose the Open menu icon in the row of the integration you want to delete.

  4. Choose Delete.

  5. In the confirmation dialog, review the integration details and choose Delete to confirm.

You can also delete from the integration details page by choosing the integration name, then choosing the menu icon (⋮) and selecting Delete.

The integration is permanently removed from your account. Any dependent resources (such as knowledge bases) that rely on this integration will be impacted.

To share an integration

From the integrations list, choose the Open menu icon in the row of the integration and choose Share. You can also choose Share from the integration details page.

Managing action connectors

Action connector integrations have additional management options available from the integration details page.

Sign in or re-connect

For integrations that use user-based OAuth authentication, you must sign in to the server before you can use its actions. If you have not yet signed in, a Sign in button appears at the top of the details page. After you sign in, the button changes to Re-Connect, which you can use to re-authenticate if your session expires or the connection is interrupted.

Test action APIs

Choose Test action APIs in the Actions section of the details page to test individual actions provided by the integration. This lets you verify that the connection is working correctly and that the server responds as expected.

Note

The Test action APIs option is available for action connectors only. Knowledge base integrations do not support action testing.