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.
Access RequiredGuru 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
- In Guru, go to Manage.
- Select Sources, then click Add Source.
- Choose Shortcut from the list of Project Management integrations.
- 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.
- Add a display name for the Source (optional) and click Connect Source.
- 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 Category | Common Model / What You'll See During Setup | Objects/Data Brought In | Key Fields |
|---|---|---|---|
| Stories | Primary Object: Ticket | Story items with details | ā¢ Name ā¢ Description ā¢ Ticket type ā¢ Status ā¢ Due date ā¢ Assignees ā¢ Parent ticket ā¢ Collections ā¢ Tags ā¢ Completed at ā¢ Ticket URL ā¢ Remote created at ā¢ Remote updated at ā¢ Remote ID ā¢ Remote data |
| Stories | Comment | Comments on stories | ā¢ Body ā¢ User ā¢ Ticket ā¢ Remote created at ā¢ Remote ID ā¢ Remote data |
| Stories | Attachment | File attachments on stories | ā¢ File name ā¢ File URL ā¢ Ticket ā¢ Remote created at ā¢ Remote ID ā¢ Remote data |
| Epics | Ticket | Epic items | ā¢ Name ā¢ Description ā¢ Status ā¢ Due date ā¢ Assignees ā¢ Tags ā¢ Completed at ā¢ Ticket URL ā¢ Remote created at ā¢ Remote updated at ā¢ Remote ID ā¢ Remote data |
| Epics | Comment | Comments on epics | ā¢ Body ā¢ User ā¢ Ticket ā¢ Remote created at ā¢ Remote ID ā¢ Remote data |
| Workflows | Collection | Workflow configurations | ā¢ Name ā¢ Description ā¢ Collection type ā¢ Remote ID ā¢ Remote data |
| Iterations | Collection | Sprints/iterations | ā¢ Name ā¢ Collection type ā¢ Remote ID ā¢ Remote data |
| Projects | Collection | Project containers | ā¢ Name ā¢ Description ā¢ Collection type ā¢ Parent collection ā¢ Remote ID ā¢ Remote data |
| Groups | Team | Workspace teams | ā¢ Name ā¢ Description ā¢ Remote ID ā¢ Remote data |
| Groups | Collection | Teams as collections | ā¢ Name ā¢ Description ā¢ Collection type ā¢ Remote ID ā¢ Remote data |
| Members | User | User profiles | ā¢ Name ā¢ Email address ā¢ Is active ā¢ Remote ID ā¢ Remote data |
| Labels | Tag | Labels/tags on stories | ā¢ Name ā¢ Remote ID ā¢ 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.
Updated 5 months ago
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