Setting up Shortcut as a Source

Connect Shortcut to make your stories, epics, and project data searchable through Guru's AI-powered Answers. Learn how to connect your Shortcut workspace, manage permissions, and turn existing project information into trusted, searchable resources.

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Access Required

Guru Access: You need to be an Admin, Source Creator, or relevant custom role to set up Sources

Shortcut Access: You must have Admin access in Shortcut to generate the API Token needed for authentication.


Setting up Shortcut as a Source

  1. In Guru, go to Manage.
  2. Select Sources, then click Add Source.
  3. Choose Shortcut from the list of Project Management integrations.
  4. Enter your API Token. To find this in Shortcut, click on your avatar in the bottom left corner > Settings > API Tokens > Generate Token. Paste that token where prompted to authenticate.
  5. Add a display name for the Source (optional) and click Connect Source.
  6. Assign which Guru Groups should have access to this content.

Objects synced from Shortcut

Primary objects are the objects used to generate the search record.

Shortcut CategoryCommon Model / What You'll See During SetupObjects/Data Brought InKey Fields
StoriesPrimary Object: TicketStory items with detailsโ€ข Name โ€ข Description โ€ข Ticket type โ€ข Status โ€ข Due date โ€ข Assignees โ€ข Parent ticket โ€ข Collections โ€ข Tags โ€ข Completed at โ€ข Ticket URL โ€ข Remote created at โ€ข Remote updated at โ€ข Remote ID โ€ข Remote data
StoriesCommentComments on storiesโ€ข Body โ€ข User โ€ข Ticket โ€ข Remote created at โ€ข Remote ID โ€ข Remote data
StoriesAttachmentFile attachments on storiesโ€ข File name โ€ข File URL โ€ข Ticket โ€ข Remote created at โ€ข Remote ID โ€ข Remote data
EpicsTicketEpic itemsโ€ข Name โ€ข Description โ€ข Status โ€ข Due date โ€ข Assignees โ€ข Tags โ€ข Completed at โ€ข Ticket URL โ€ข Remote created at โ€ข Remote updated at โ€ข Remote ID โ€ข Remote data
EpicsCommentComments on epicsโ€ข Body โ€ข User โ€ข Ticket โ€ข Remote created at โ€ข Remote ID โ€ข Remote data
WorkflowsCollectionWorkflow configurationsโ€ข Name โ€ข Description โ€ข Collection type โ€ข Remote ID โ€ข Remote data
IterationsCollectionSprints/iterationsโ€ข Name โ€ข Collection type โ€ข Remote ID โ€ข Remote data
ProjectsCollectionProject containersโ€ข Name โ€ข Description โ€ข Collection type โ€ข Parent collection โ€ข Remote ID โ€ข Remote data
GroupsTeamWorkspace teamsโ€ข Name โ€ข Description โ€ข Remote ID โ€ข Remote data
GroupsCollectionTeams as collectionsโ€ข Name โ€ข Description โ€ข Collection type โ€ข Remote ID โ€ข Remote data
MembersUserUser profilesโ€ข Name โ€ข Email address โ€ข Is active โ€ข Remote ID โ€ข Remote data
LabelsTagLabels/tags on storiesโ€ข Name โ€ข Remote ID โ€ข Remote data

Permissions

  • When you connect Shortcut as a source in Guru, you'll permission that content in Guru. Learn more here.
  • If someone is not provided with access in Guru to this source, they will not see Shortcut results in searches or when chatting with Guru.