Course Content
Bots – Advanced
0/8
Automations – AI Bots
00:00
Integrating with Flow – AI Bots
00:00
Salesforce Session – AI Bots
00:00
Styling – AI Bots
00:00
Fixing Instructions – AI Bots
00:00
Bot Files – AI Bots
00:00
Mixing Apps with Bot – AI Bots
00:00
Build an interactive support bot that can execute actions on the user’s behalf
00:00
Bots – Advanced

Lesson: Connecting Multiple Data Sources to Your AI Bot

Learn how to connect a single Noca AI bot to multiple external systems—such as Salesforce and Monday.com—giving your AI assistant complete contextual visibility across your business apps.

Prerequisites

Before starting this guide, ensure you have:

  • Access to your Noca AI workspace.

  • An active Noca Bot already connected to at least one primary data source (e.g., Salesforce Accounts and Opportunities).

  • An external account (e.g., Monday.com) with data related to your main records.

What is Multi-Source Integration?

Connecting multiple data sources allows your bot to act as a unified intelligence layer:

  • Instead of querying systems in isolation, the bot cross-references data across tools.

  • Users can ask a single question in plain text, and the bot will pull CRM records from Salesforce while simultaneously fetching associated tasks from Monday.com.

Step 1: Create a New Data Source

  1. In your Noca AI bot settings dashboard, click on Data Sources in the left menu.

  2. Click the + (Add) icon or select Create a New Source.

  3. In the node selection modal, choose your desired integration (e.g., Monday source).

Step 2: Configure and Publish the Data Flow

  1. Select Connection & Target Board: Choose your connected account and select the board or object you want to access (e.g., your Tasks board).

  2. Select Scope: Choose Items as your source type to fetch task items.

  3. Map Fields & Records: Ensure all relevant fields (Status, Due Date, Account Name, etc.) and records are selected so they are returned to your bot.

  4. Name and Publish: Rename your new flow (e.g., Monday Tasks), click Save, and then click Go Live / Publish.

Step 3: Attach the New Data Source to Your Bot

  1. Return to your bot’s Bot Settings panel under Data Sources.

  2. Refresh the available sources list if needed.

  3. Select your newly created connection (Monday Tasks) alongside your existing connections (e.g., Salesforce Accounts Source and Salesforce Opportunity Data Query).

Step 4: Test Multi-Source Intelligence in Debug Mode

  1. Click Publish & Run or Debug draft version to open the preview chat window.

  2. Enter a prompt that requires querying data from both integrated applications.

    • Example prompt: "List all opportunities and tasks for Edge Communications."

  3. The bot will execute the following steps automatically:

    • Query Salesforce to retrieve matching account and opportunity records.

    • Query Monday.com to find all associated tasks.

    • Consolidate the findings into a single, organized response inside the chat interface (including direct links and status details).

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