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Data sources sync knowledge into Realm’s search engine so users can find and use it across search, chat, agents, and RFPs. Navigate to Settings > Data sources to connect and manage your sources.
Data sources vs Tools: Data sources sync knowledge into Realm. Tools let agents act outward by performing actions in external systems. See Tools for more.

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Available data sources

Realm has native data sources for 20+ common workplace tools:

Slack

Messages, files, and threads

Google Drive

Docs, Sheets, Slides, PDFs

HubSpot

CRM data and content

Salesforce

Accounts, opportunities, contacts

Jira

Issues, epics, comments

Confluence

Pages, blogs, files

Zendesk

Tickets and knowledge base

SharePoint

Documents and sites

Freshdesk

Tickets and service management

Notion

Pages and databases

Intercom

Conversations and tickets

Web pages

Any public website

GitHub

Repos, issues, and pull requests

Gong

Call recordings and transcripts

Linear

Issues and projects

Teams

Messages and channels

Coda

Docs and tables

Azure DevOps

Work items and repos

Slab

Knowledge base pages

Chorus

Call recordings and transcripts

Clari

Call recordings and transcripts

Vitally

Accounts, notes, and tasks

API Connector

Push documents from any system
Don’t see the tool you need? Contact support@withrealm.com. We’re always adding new data sources.

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Permissions

Realm’s search is permission-aware. For sources like Slack, Google Drive, and SharePoint, Realm syncs the full permission structure, including nested groups and role-based access. Users can only see search results and chat responses based on data they should have access to in the original system. Due to API limitations, some data sources, such as HubSpot and Notion, use user-level access checks (i.e. the user has a matching account) rather than document-level permissions. You can also override permissions per data source and make all synced data visible to everyone in your organization. This is configured on each data source’s settings page. For more details, see the Security page.

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Sync frequency

Realm periodically refreshes each data source to keep results up to date. Sync frequency varies by source:
FrequencySources
Continuous (push)Slack, Teams, GitHub
Every few minutesZendesk, Google Drive, SharePoint, Jira, Salesforce, HubSpot
HourlyOther sources (Confluence, Gong, etc.)
The initial sync for a new data source can take anywhere from a few hours to several days depending on data volume. Once the initial sync completes, subsequent syncs are incremental and much faster. If you’re connecting multiple sources, start all syncs at the same time.

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User-uploaded files

Users can upload their own files from the Knowledge page. Uploaded files can be private or shared with the organization. Shared files appear in the “Shared files” folder under Knowledge and are searchable by all users.

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Sync issues

If a data source has been disconnected, the connector page will show a warning and prompt you to reconnect. If a sync has failed for other reasons and hasn’t completed for multiple days, reach out to Realm. We’re happy to help. Sync issues like this can often require action on our end.