1. Add your OpenAI Vector Store access

  1. In the Destinations tab, click on the “Add destination” button located on the top right of your screen. Then, select the OpenAI Vector Store option from the list of connectors.

  2. Click Next and you’ll be prompted to add your access: API key, Vector store ID. Also, adjust any configurations as needed.

    Tip: Make sure the API key and Vector store ID are under the same OpenAI project.

  3. Click Next.

2. Select your catalog data to send

  1. The next step is letting us know which data you want to send to the OpenAI Vector Store. Select the layer and then the desired table.

    Tip: The table can be found more easily by typing its name.

  2. Click Next.

3. Configure your OpenAI Vector Store data destination

  1. Describe your destination for easy identification within your organization. You can inform things like what data it brings, to which team it belongs, etc.

  2. To define your Trigger, consider how frequently you need to have the data updated on the destination (every day, once a week, only at specific times, etc.).

  3. Click Done.

Check your new destination!

  1. Once completed, you’ll receive confirmation that your new destination is set up!

  2. You can view your new destination on the Destinations page. Now, for you to be able to see it on your Spreadsheet, you have to wait for the pipeline to run. You can monitor it on the Destinations page to see its execution and completion. If needed, manually trigger the pipeline by clicking on the refresh icon. Once executed, your data should be seen on the Spreadsheet.

If you encounter any issues, reach out to us via Slack or WhatsApp, and we’ll gladly assist you!