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Shortcut Connector

Shortcut is a project management tool that brings planning and development into one application. It offers features like sprint planning, roadmaps, kanban boards, and integrations with development tools to streamline collaboration. It helps teams create and track stories, tasks, and tickets efficiently. Search AI enables users to search through Stories efficiently within the application.

Shortcut Connector Specifications

Type of Repository Cloud
Content Supported Stories
RACL Support Yes
Automatic Permission Entities Resolution Yes
Content Filtering No

Prerequisites

Search AI interacts and fetches the stories-related content from the application using APIs. To authenticate the API requests, the connector requires an API token generated in the Shortcut application.

Generate API Token in Shortcut

  • Access your user profile.
  • Click on Settings.
  • Navigate to API Tokens.
  • Enter a name for the new token.
  • Generate the token.
  • Save the token, as it is necessary for configuring the connector in Search AI.

Shortcut Configuration in Search AI

Go to the Shortcut COnnector in Search AI, provide the following information, and click Connect.

  • Name - Unique name for the connector.
  • API Key - API Token generated in the Shortcut app.

Content Ingestion

Upon Sync, the connector ingests Stories from all the Spaces accessible to the user/account used for ingesting content.

It fetches the description of a story and metadata of a story, such as epic name, status, team, owner, requester, due date, priority, and skill set, and ingests into the content field. All the metadata is also captured individually in respective fields.

RACL Support

In Shortcut, access to a story is controlled at the group level. All members of a group automatically have access to the stories associated with that group.

When this content is ingested into Search AI, the groupID is stored in the sys_racl field of the chunks related to the ingested content. These group IDs act as permission entities that control access.

SearchAI supports automatic resolution of permission entities for Shortcut stories. It automatically identifies users who have access to a given group. These users are automatically associated with the corresponding groupID permission entity in SearchAI.