Overview
Guru is a knowledge-management platform that captures company knowledge as verified cards and organizes it into collections. Persona’s Guru integration lets you search, create, retrieve, verify, and mark cards for verification from a Workflow.
Integration features
The Guru integration supports these Workflow actions:
- Search cards: Search cards across accessible collections, with filters, sorting, and pagination.
- Create card: Create a card in a collection with HTML or Markdown content.
- Get card: Retrieve a card’s content, collection, and verification details.
- List collections: Retrieve the collections available to the authenticated user.
- Verify card: Mark an authorized card as accurate and up to date.
- Unverify card: Mark a card as needing verification.
Prerequisites
Before configuring the integration, you need:
- A Guru account with access to a collection.
- A Guru user token and the email address of the user it was issued for.
- Permission to verify a card when using the Verify card action.
Set up Guru credentials
- In Guru, open Manage > Apps and Integrations > API Access and generate a user token.
- In the Persona Dashboard, go to Integrations > Marketplace and select Guru.
- Select Add Credential and enter a nickname, the token user’s email address, and the API token.
- Save the credential.
Guru uses HTTP Basic authentication with the user email as the username and the API token as the password. Use a user token, rather than a read-only collection token, for actions that create or update cards.
Use Guru in a workflow
- Create a workflow or open the workflow you want to update.
- Add an Action step and select Integrations.
- Select Guru, choose the saved credential, and select an action.
- Map Persona data to the action inputs.
- Save and publish the workflow.
Guru actions
Search cards and list collections
List collections to find the Collection ID required to create a card. Search cards to discover Card IDs, optionally using search terms, Guru Query Language filters, archived-card visibility, sorting, or a pagination token.
Create card
Create a card in a collection.
Required fields:
- Title: The card’s title.
- Content: HTML or Markdown card content.
- Collection ID: The collection where Guru creates the card.
Optional fields include:
- Share status: Private, Team, or Public.
- Verification interval: The number of days between card verifications.
Get, verify, and unverify cards
Use a Card ID to retrieve a card’s content, collection, and verification details. The Verify card action requires that the authenticated user is authorized to verify the card. Unverify card marks the card as needing verification.
Plans Explained
Guru integration by plan
| Startup Program | Essential Plan | Growth Plan | Enterprise Plan | |
|---|---|---|---|---|
| Guru integration | Not Available | Available | Available | Available |