Egnyte

What a member can do

• Search files by content, metadata, date and path, and browse folders.
• Read file content, and ask questions about or summarise a document with Egnyte AI.
• Create folders, upload files and set file metadata.
• Create share links, and read or add comments on files.

Each task names the Egnyte tools it may call. egnyte on a task means every tool the Egnyte server offers; a name such as egnyte.<tool> means that tool alone. A tool the task does not name is refused, whatever the connection allows.

Who connects it

A Egnyte connection acts as the Egnyte account that signed in when it was connected. It can do what that account can do, and no more.

Anyone who may change tools in your enterprise can connect Egnyte for a member or a team. Connecting it for the whole enterprise is for the owner, and the people the owner allows.

A connection can sit on the enterprise, a team, a member, a role or a task, and the one further down replaces the one above: task, then role, then member, then team, then enterprise. A connection on anything but a task also reaches the chat of every member it covers.

What waits for you

In a run, nothing on Egnyte waits for you unless the task declares a gate on it. To approve each change before it happens, gate the tools that change something on the task. See Gates and tool scopes.

In a chat, a Egnyte tool that its server does not mark as read-only asks you before it runs, unless you chose Always allow for that member and tool.

Setup

Before you connect

Egnyte's AI tools need a plan with the AI add-on. Older Gen 3 plans without it get only six basic tools: browsing, advanced search, file reading, upload and download.

Connect it

Egnyte is an Express tool, so there is no server address, key or app to set up. Work in one browser window throughout: the sign-in returns to the portal in the window you started from.

1. In the portal, open the member's page → Tools. To connect it for a team or the whole enterprise, open Tools in the sidebar.
2. Under Express, find Egnyte and choose Connect. On the Tools page you are asked who uses it: one member, a team or the whole enterprise.
3. Egnyte's sign-in opens. Sign in with the account the member should work as, and approve what it asks for.
4. You are back on Tools, and Egnyte shows as connected.
5. Name the tools on the task, egnyte for all of them or each by name.
6. Check it. Run a task that reads something from Egnyte. The run page shows the call and what came back.

You can take the access back at any time: delete the connection on Tools, or remove Zero Human OS from the connected apps in your Egnyte account.

A first task to try

With Egnyte connected, give a member a task that uses it. For example:

When I name a client, find the latest contract for them in Egnyte and summarise its key terms.

Start this task in the portal. It opens a conversation with your COO with the request written out. Read it, change what you like and send it. The COO asks what it still needs to know, then proposes the task for you to approve: its name, who owns it, its guardrails, the Egnyte tools it may use and its instructions. Nothing is created until you approve it.