Data Layer

The Data Layer connects data from any source and normalizes it to CSV format for the document engine.

Available Data Connectors

CSV Upload - Direct file upload with automatic parsing
Google Sheets - OAuth2 connector for Google Sheets API
Microsoft Excel - OAuth2 connector for OneDrive/SharePoint
SQL Server - Enterprise database connector
Data Sources - Unified view across all connectors
Data Sync - Scheduled synchronization
Data Sets - Multi-table data with relationships

How It Works

Every document automation workflow begins with data. The Data Layer accepts data from multiple sources and normalizes it into a consistent internal format (CSV files) that the Document Engine can consume without needing to know where the data came from.

Key Features

Universal Input: CSV files, Google Sheets, Excel files, SQL Server databases
Automatic Parsing: Column type detection, relationship identification
Scheduled Sync: Automatic data refreshes (hourly, daily, weekly)
Secure Connections: AES-256 encrypted credentials, OAuth2 token management

Next Steps:

Start with CSV Upload for the simplest integration
Review Data Sources API for unified data management
Set up automated syncs for production workflows