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Creating and Connecting to Libraries

The Libraries feature lets you manage and extract insights from large collections of files. By connecting to a Microsoft OneDrive, Box, Google Drive, or GitHub Library, you integrate those files into Informer, where an Assistant can analyze them and answer questions.

Creating a Library​

To create a Library, click New, choose Library, and pick whether to connect to OneDrive, GitHub, Google Drive, or Box. AI must be enabled for your organization (see AI Features).

Enter a name and an optional description. For how to obtain the Client ID and Client Secret, see:

As of 2025.2.0, OneDrive Libraries do not require you to enter a Client ID and Client Secret. On earlier versions, see Client ID and Client Secret for Microsoft OneDrive Libraries.

For OneDrive and Google Drive, you can also allow write access, which is needed if a Job uses an Upload to Drive action (see Jobs actions). After providing the information, click Save.

Connecting to Libraries​

After saving, you are prompted to connect.

The Library landing page with a Connect to Library button when no connection is set up
The initial Library landing page.

Click Connect to Library to open a new browser tab and verify your credentials. After verifying, you return to Informer and see a file tree that mirrors your remote source. Expand and collapse the tree to browse the files.

Syncing files​

New files added to your remote source are not reflected automatically. Click the Sync button to bring them in. To sync on a schedule, use the Change Sync Interval action (see Libraries Actions Overview).

Library settings​

The Library Settings page shows the connection details:

  • Connection owner: the person who authenticated and connected to the Library.
  • Configuration: the location or folder in the remote source to connect to.
  • Indexed file: a Library file that has AI enabled.

Only the connection owner can view non-indexed files and choose to index them. Super Users and Library admins see only the indexed files, though they can disconnect and reconnect as the connection owner to access non-indexed files. Users the Library is shared with see only indexed files.

Also available through the REST API
Everything on this page is built on Informer's public REST API, the same one the product uses, so your scripts and integrations can do it too. Developer reference: Library API.