Skip to content

Connecting an integration

Integrations let Dave read from, and act on, the systems you already run. For the specifics of one provider, see its page under Integrations.

You need the Manage integrations permission, held by the Owner, Infra Owner and Service Infra Owner roles. Developer can view connections but not add, reconnect or disconnect them.

  1. Open Integrations. A new workspace reads Nothing connected yet.

  2. Choose Add integration. The catalog groups providers by Source Code, Cloud, Communication, Workflow, Knowledge, Monitoring and Compliance.

  3. Pick a provider and complete its flow — see The three flow shapes.

  4. Confirm the connection reads Active. Until it does, the flow is not finished.

  5. Choose Run health check. Active means “set up correctly”, not “working right now” — a connection can be Active and still fail, usually because the credential was revoked afterwards. The list shows an N failing pill for that.

Approve the access in the provider’s popup and it closes itself.

Asana · Confluence · GitHub · Jira · Linear · monday.com · Notion · Sentry · Slack

If the popup is blocked, the connection row keeps an Open the setup page action — nothing is lost.

Azure DevOps asks for your organization name first, then sends you to Microsoft.

These collect credentials or identifiers, then wait on your side. The connection sits at Setup incomplete meanwhile.

Provider What finishes it
AWS Deploying a CloudFormation stack
Google Cloud Running a Cloud Shell setup command
Kubernetes Installing the Dave agent with Helm
Microsoft Azure Nothing — Dave validates the credentials
Cloudflare Nothing — Dave validates the token
Datadog (API) Nothing — Dave validates the keys
PagerDuty Nothing — Dave validates the key
Vanta Nothing — Dave validates the credentials

Most of these also ask for a Label — the name you use to refer to the connection in conversation, as in “use prod to list S3 buckets”. Labels are unique per workspace, up to 64 characters. Kubernetes calls it Cluster name.

Badge Meaning What to do
Active Set up correctly and usable. Nothing.
Setup incomplete Started but never finished — nothing is connected yet. Resume setup, or Delete to start over.
Error The connection broke. The row carries the reason. Fix it at the provider, then Connect again.
Disconnecting Teardown started; provider-side resources are still being removed. Finish any cleanup the provider needs.
Disconnected Fully removed. Grouped separately in the list. Nothing.

Connections are sorted worst-first, so anything needing attention floats to the top.

While a provider is being validated Dave polls with a widening interval — 2 seconds, backing off to 15 — so leaving the page open is fine.

Each provider connects per account, workspace, site, cluster or project, and offers Add another (noun):

Unit Providers
Account AWS, Cloudflare, GitHub, monday.com, PagerDuty, Vanta
Workspace Asana, Linear, Notion, Slack
Organization Azure DevOps, Datadog (API), Sentry
Site Confluence, Jira
Project Google Cloud
Subscription Microsoft Azure
Cluster Kubernetes

Atlassian scopes consent per site and Sentry per organization, so those are connected separately rather than added to an existing connection.

Symptom Fix
Popup was blocked Use Open the setup page on the connection row.
Stuck at Setup incomplete Resume setup, or Delete to discard and start over.
Gave up waiting for the provider Confirm you ran the setup step, then Resume setup. Scripts re-run safely.
Health check fails on Active Usually a revoked or expired credential — Connect again to re-authorize.
Shows Error Read the reason on the row, fix it at the provider, then Connect again.

Two providers need more than Connect again: Microsoft Azure needs a fresh client secret first, and Kubernetes has no credential to re-authorize — fix the agent, or disconnect and reinstall.