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Connections

Overview

What connections are in Roberty Studio, and how to create, edit and delete the workspace's stored credentials.

Overview

Connections are credentials for external services, kept in the workspace. Instead of configuring a username and password inside every robot, you create the connection once and reference it from every robot that needs it.

Roberty supports connections to databases, Microsoft 365 services, Google Workspace and AI providers.

Permission required

Only workspace administrators can create, edit and delete connections.

Using a connection in a robot​

Creating the connection in the workspace is only the first step. For a robot to use it, add the matching connection action in the Designer:

ServiceAction in the Designer
Outlook (RPA)Outlook connection
SharePointSharePoint connection
OneDriveOneDrive connection
Microsoft TeamsTeams connection
Google DriveGoogle Drive connection
MySQLMySQL - Connection
PostgreSQLPostgreSQL - Connection
SQL ServerSQL Server - Connection
OracleOracle - Connection
FirebirdFirebird - Connection
MongoDBMongoDB - Connection

When you configure the action in the Designer, pick the connection saved in the workspace. Later actions for that same service in the flow use it automatically.

tip

For AI agents you do not need a connection action in the flow — just pick the connection in the agent's settings.

Creating a connection​

  1. Open the workspace and go to the Connections tab.
  2. Click New connection.
  3. Pick the service type.
  4. Give the connection a name.
  5. Fill in the service's own fields.
  6. Click Save.

Editing a connection​

  1. On the Connections tab, click the connection's name.
  2. Update the fields.
  3. Click Save.

For SSO connections (Microsoft 365 and Google), click Switch account to authenticate with a different account.

Deleting a connection​

  1. On the Connections tab, click the connection's name.
  2. Click Delete and confirm.
caution

Deleting a connection affects every robot using it. Replace or update the connection in those robots first.