> For the complete documentation index, see [llms.txt](https://help.rankability.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.rankability.com/serena/serena-integrations.md).

# Using Serena with connected apps

Connections extend the evidence Serena can read or the places where supported work can happen. Each connection has its own scope. Connecting one service does not give Serena access to every property, client, channel, file, or external action in that account.

## Three types of connection

Rankability presents related integrations in different places because they serve different purposes:

* **Client integrations** connect data or destinations to one client, such as GSC, GA4, GBP, publishing, or project-management services shown in that client’s settings.
* **Client sources** add reference material to the selected client’s knowledge base, including supported website pages, files, pasted text, YouTube transcripts, and Google Drive files when that option is enabled.
* **Organization connected apps** authorize Slack or an external OAuth client, such as an assistant using Rankability’s API scopes, at the organization level.

Always confirm which level you are changing before authorizing access.

## Connect client performance data

1. Select the client.
2. Open **Settings → Integrations**.
3. Choose the required service.
4. Sign in with an account that can access the intended property or profile.
5. Select the correct site, property, location, or destination when prompted.
6. Wait for the connection to finish syncing before treating missing data as zero.

GSC, GA4, and GBP answer different questions. GSC provides search-query and page performance, GA4 provides site behavior and conversions, and GBP provides authorized Business Profile data and actions. A connected Google account is not complete until the correct property or location is selected.

Serena’s available analyses and actions depend on the live connection state. If the required service is not connected, Serena can explain the dependency or route you to setup, but it cannot manufacture the private data.

## Add content sources

Use **Settings → Sources → Add source** for durable client reference material. Add only material that belongs in that client's operating context.

Supported source options can include website content, uploaded files, pasted text, and YouTube URLs. Google Drive import appears only when it is enabled for the workspace. When available:

1. Choose the Google Drive source option.
2. Connect the intended Drive account if prompted.
3. Select supported files in the picker.
4. Wait for each source to finish processing.

Importing a Drive file copies supported content into the client’s sources. It does not give Serena blanket access to the rest of the Drive. A file that is changed later in Drive should not be assumed to have updated the imported source unless the product explicitly shows a refresh.

Chat attachments are different again: they ground one conversation turn and do not become durable client sources automatically.

## Connect Serena for Slack

If **Serena for Slack** appears under the organization’s connected-app settings:

1. Open organization **Settings → Connected apps**.
2. Choose **Connect Slack**.
3. Approve the Slack workspace installation.
4. Pair the workspace with the correct Rankability organization.
5. Mention Serena in a Slack channel or thread and name the client you mean.

The pairing belongs to the organization, not one client. Serena resolves named clients within that organization and retains the Slack thread as conversation context. Supported capabilities in Slack can differ from in-app Chat. Read operations are broader; actions that change client strategy or an external system require the approval shown in Slack, and some workflows still hand off to the app.

The **Slack incoming webhook** fields in client or notification settings are separate. Those webhooks send configured alerts to a channel; they do not install Serena as an interactive Slack assistant.

Disconnecting Serena for Slack removes the organization pairing. It does not remove a separately configured alert webhook.

## Hand off supported work to Asana

Project-management connections are authorized once for the Rankability organization, then mapped per client. When Asana is connected and the selected client has a destination, supported Activity cards and monitoring alerts can create linked Asana tasks. A Copywriter project can also be sent from its editor.

Serena does not send every recommendation automatically, and Asana completion sync is limited to the supported linked item type. See [Connecting Rankability to Asana](/account-and-settings/connecting-asana.md) for setup, exact actions, and synchronization boundaries.

## External OAuth apps and API clients

Organization **Connected apps** can also list assistants or integrations authorized through Rankability OAuth. Each entry shows the granted scopes, such as reading clients, running Researcher, or creating content.

Review the scopes before authorization and revoke access when the app is no longer required. Revoking an app prevents future API access but does not delete work the app already created inside Rankability.

## Security and client boundaries

* Select the client before connecting private data or adding sources.
* Use the least-privileged service account and OAuth scopes that support the job.
* Verify the property, site, profile, Drive file, Slack workspace, and Rankability organization during setup.
* Disconnect former vendors and team tools promptly.
* Treat an answer as grounded only when the required connection is healthy and the relevant date range or source is available.
* Keep legal, medical, financial, personnel, and credential data out of sources unless your organization has explicitly approved that use.

## Troubleshooting

* **A property is missing** — Sign in with an account that has access, then reconnect or finish property selection.
* **The connection says it needs attention** — Complete setup or reauthorize it; an expired token cannot provide current data.
* **Google Drive is not shown** — The source option is configuration-dependent. Use another supported source type rather than assuming all accounts have it.
* **Serena does not appear in Slack** — Confirm the Serena for Slack card is enabled and connected, the app is present in the workspace, and you mentioned it in the channel or thread.
* **A Slack action is unavailable** — Ask for the evidence or recommendation, then follow the handoff to the app. Slack and in-app Chat do not expose identical execution surfaces.
* **Data is empty immediately after setup** — Wait for the initial sync and verify the selected property and date range.

## Related articles

* [Serena sources and data connections](/serena/advisor-knowledge-base-and-data-connections.md)
* [Using Serena chat](/serena/using-advisor.md)
* [What Serena can do](/serena/what-serena-can-do.md)
* [Connect client Google services](/account-and-settings/connecting-client-google-services.md)
* [Track data integrations overview](/track/data-integrations-overview.md)
* [Managing team and client access](/account-and-settings/managing-team-and-client-access.md)
* [Connecting Rankability to Asana](/account-and-settings/connecting-asana.md)