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 | โข Name โข Description โข Ticket type โข Status โข Due date โข Assignees โข Parent ticket โข Collections โข Tags โข Completed at โข Ticket URL โข Remote created at โข Remote updated at โข Remote ID โข Remote data |
| Stories | Comment | Comments on stories | โข Body โข User โข Ticket โข Remote created at โข Remote ID โข Remote data |
| Stories | Attachment | File attachments on stories | โข File name โข File URL โข Ticket โข Remote created at โข Remote ID โข Remote data |
| Epics | Ticket | Epic items | โข Name โข Description โข Status โข Due date โข Assignees โข Tags โข Completed at โข Ticket URL โข Remote created at โข Remote updated at โข Remote ID โข Remote data |
| Epics | Comment | Comments on epics | โข Body โข User โข Ticket โข Remote created at โข Remote ID โข Remote data |
| Workflows | Collection | Workflow configurations | โข Name โข Description โข Collection type โข Remote ID โข Remote data |
| Iterations | Collection | Sprints/iterations | โข Name โข Collection type โข Remote ID โข Remote data |
| Projects | Collection | Project containers | โข Name โข Description โข Collection type โข Parent collection โข Remote ID โข Remote data |
| Groups | Team | Workspace teams | โข Name โข Description โข Remote ID โข Remote data |
| Groups | Collection | Teams as collections | โข Name โข Description โข Collection type โข Remote ID โข Remote data |
| Members | User | User profiles | โข Name โข Email address โข Is active โข Remote ID โข Remote data |
| Labels | Tag | Labels/tags on stories | โข Name โข Remote ID โข 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 13 days ago
