Only workspace admins can install plugins. Open a plugin in Discover and click Install. The Install [plugin] review opens. Read it top to bottom — it is the full list of what the plugin can do in your workspace.
Version and access
- Version — the version you are installing.
- Can access — each kind of access, in plain words: "Read and add rows to tables: …", "Read workspace files", "Use AI models, counted against its budget: …", "Run integration actions with your connected accounts, asking before any change: …", and so on.
Access is always limited to what the person using it can already access. A plugin never gets more than its user has.
Resources it uses
Some plugins work on a resource your workspace names its own way — your pipeline table, your company knowledge base, a workflow, a Relay, or a model. Each one is a slot, shown as a field with its own description.
- The picker starts on a resource whose name matches the plugin's suggestion, if there is one. Search to pick another.
- If the workspace has nothing of that kind yet, you see a link to create one, such as Create a table.
- A required slot must be filled to install (Choose one to install). Optional slots can be left empty.
Picking a resource is what gives the plugin access to it. If the resource is deleted later, the slot shows Needs setup on Manage.
What it creates and adds
- Creates — tables the workspace does not have yet, rules, and Relays the plugin brings.
- Adds to this workspace — what Runs on its own, Chat commands, Menu actions (with where they appear: In Files, In Table rows, In Workbook queries, In Dashboard panels), Connectors, and Skills.
Relays it creates
Plugins can bring a Relay — an AI teammate that takes work. Each one is shown as a card with what it Delivers, its Autonomy, the workflows it Runs, and its Routines (off until you turn them on). Click Read its instructions to see exactly how it is told to work.
Choose Publish now to put the Relay to work at install, or Keep as draft to finish its setup first. Publish now is only on when the Relay has everything it needs and you can publish Relays. Otherwise it is created as a draft and the card says what is missing before it can go live.
Settings
Fill in the plugin's settings: switches, dropdowns, text, and numbers. A setting marked as a secret is stored as a secret, and can also be set later on Manage.
Background runs
Plugins with triggers — work that runs on a schedule or when something happens — show Background runs.
- Run its triggers in the background is on by default. Turn it off and the triggers stay off until an admin approves them on Manage.
- Tick the access background runs may use, such as Table: file_briefs or AI model: claude-haiku-4-5. Background runs act as you, with only what you tick.
- Monthly background cap (USD) — background runs pause when they reach it. Leave it empty for no cap.
Background runs act as the admin who approves them, narrowed to the access ticked here. If that admin later loses access, runs that need it are refused. Pause them at any time on Manage.
Monthly budget shows the most the plugin may spend each month, from its manifest. You can change it on Manage.
Install
Click Install. If something could not be done — a table not created, or a Relay left as a draft — a follow-up shows Not created and Relays to finish, with Finish setup for each Relay. Otherwise the plugin is ready: click Open, or use it from Chat and menus right away.