How it works

Connect, scope, review, then ask and act.

Getting a Sidecar agent working on your business is a sequence of decisions your administrators make, not a data migration. Nothing is read until you say what is in scope, and nothing is changed until a person approves it.

Step by step

From first conversation to a working Brain.

  1. 01

    A conversation

    What your business knows, where it lives, and which agent would earn its keep first. No pitch; a straight view on fit.

  2. 02

    Your own environment

    Sidecar provisions an isolated environment for your organisation in AWS Sydney. Nothing is shared with any other client.

  3. 03

    Connect the sources

    An administrator connects Google Drive, SharePoint or OneDrive through the provider’s own consent screen, which shows exactly which permissions are requested. NAS shares connect through an outbound-only collector. Nobody pastes a key anywhere.

  4. 04

    Say what is in scope

    On the Sources screen, an administrator names the drives, sites or libraries the agents may read. A connection with no scope is refused rather than treated as everything.

  5. 05

    Review before it counts

    Archie classifies each file for sensitivity and subject and decides whether it belongs in the Brain. Uncertain files are left out and raised with a person. Only reviewed documents are indexed.

  6. 06

    Add your people

    An administrator adds users and gives each a role. The role sets a ceiling on what the Brain will show them. One sign-in covers every agent you have enabled.

  7. 07

    Ask, and act on proposals

    Staff ask the Brain questions and get cited answers. Archie and the other agents raise proposals; the file owner, document controller or named approver confirms them.

Sources

Where the knowledge comes from.

SourceConnectionUsed by
Google DriveOAuth consent, read-only, within the drives you nameCorporate Brain, Archie
SharePoint and OneDriveOAuth consent, read-only; writes need a separate grant per libraryCorporate Brain, Archie
NAS and SMB sharesOn-premises collector, outbound and mutually authenticated onlyCorporate Brain, Archie
SynologyIts own HTTPS API, nothing to installArchie
HubSpotOAuth consent, read-onlyCorporate Brain, Archie, retention
monday.comBoards created and updatedTender and bid

Disconnecting a source deletes its stored credential straight away. Access can also be revoked directly with Google or Microsoft at any time. See Support.

Who does what

Three roles, clearly separated.

Your administrators

Connect sources, set scope, add people and roles, and grant Archie write access library by library. Every one of these is an explicit act on a screen.

Your people

Ask the Brain questions, receive cited answers, and approve or decline the proposals routed to them as file owners or document controllers.

Sidecar

Provisions and runs your environment, and does not read your content unless you ask us to for a specific support request, or the law requires it.

Ready to scope it?

Tell us where your documents live and who needs answers. That is enough for a first pass at scope.