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What should you check before connecting WorkBuddy accounts?

Connectors expose external services within a particular authorization scope.

The short answer

Reading email is different from sending it. Start with read-only lookups and review specific sending, sharing or editing actions.

Try it in three steps

  • List the service and data actually needed.
  • Inspect requested scope and revocation options.
  • Run a non-sensitive read-only check.

A practice prompt

Before you start

Review a fictional authorization description without connecting.

Practice material (fictional)

Task: read one practice document. Requested scopes include reading all files, editing files and sending mail.

Replace placeholders in the prompt with this material, or append the material if there are no placeholders. Reading time excludes doing the exercise.

Explain scope, data destination and revocation for this document connection without linking other accounts or sending invitations.

What to look for (not a recorded test result)

Seek narrower access or an approved copy. If granular permission is unavailable, state that limitation rather than pretending toggles exist.

If it goes wrong

If scope exceeds the task, look for a narrower path instead of selecting everything.

Check your result

You know the account, allowed actions and how to revoke access.

References and scope

The links below support the concepts or product navigation. The steps and exercises are our teaching suggestions, not official certification or measured customer outcomes. Product interfaces and availability may change. References checked on 2026-10-17.

Start with one task

Describe the current process and its slowest step. The initial conversation is free.

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