Skip to content
Introist Knowledge Base
Search
Ctrl
K
Cancel
Welcome
Start
Getting started
Getting started
Prepare your Workspace
Invite users
Connect accounts
Build your first Workflow
Add your first Employee
Create your first Automation
Manage your first Automation
Activate Notifications
Automate your automations
Automate your automations
Sync Employee data automatically
Start Automations automatically
What next
Learn
Comprehensive Automation
Key Concepts
Key Concepts
Employees
Workflows
Automations
Triggers
Data Sources
Deep Dive
Deep Dive
Understanding Target Dates in Workflows
Understanding Timezones in Workflows
Build
Employees
Employees
Employee Fields
Employee Fields
Create Employee Field
Modify Employee Field
Categorise Employee Fields
Archive Employee Field
Linked Employee Field
Create Employee
Modify Employee
Employee Groups
Employee Groups
Create Employee Group
Modify Employee Group
Archive Employee Group
Workflows
Workflows
Create Workflow
Add Workflow Step
Workflow Settings
Archive Workflow
Organizing Workflows
Organizing Workflows
Create Folder
How to Move Workflows into a Folder
Delete Folder
Workflow Steps
Workflow steps
Email message
Slack messages
Slack messages
Slack Channel Message
Slack Channel Message
Adding Introist App to a Private Channel
Slack Direct Message
Slack Direct Message
Add an Attachment to Slack Direct Message
Slack Question Message
Meetings
Meetings
Create a Meeting step
Set up automatic time finding
Set up selecting meeting room
Meeting settings
Managing scheduled meetings
Workflow trigger
Step settings
Step settings
Step cut-off time
Automations
Create Automation (manually)
Reschedule Automation
Reschedule Step
Execute Step
Cancel Step
Cancel Automation
Triggers
Create Trigger
Manage Trigger
Trigger Settings
Archive Trigger
Data Sources
Data Sources
Setting Up Automatic Sync
Excel Sheet in Sharepoint
Push API
Severa
Sharepoint
Teamtailor
Workable
Data Mapping
Data Mapping
Manage Data Mapping
Workspace
Workspace
Workspace Members
Timezone & Date Format
Linked Accounts
Linked Accounts
Connect Linked Account
Reconnect Linked Account
Archive Linked Account
Using Quick-Connect Link for Easy Account Linking
Using Shared Google Calendars
Data
Data
Employee Fields
Employee Fields
Manage Categories
Create Employee Field
Archive Employee Field
Edit Employee Field
Add Employee Field Transformation
Enable Update Tracking for Employee Field
Notifications
Introist AI
Introist AI
Setting up Introist AI
Setting up Introist AI
Setting up OpenAI account
AI settings
Analyse writing style
Write message with AI
Draft step with AI
Revoke AI access
Settings
Settings
Meeting rooms
Tips & Tricks
Admin
Setting up SSO
Security Auditing
Responsible Disclosure
Deleting Workspace
Settings
Workspace-wide settings, including the meeting rooms available to Meeting steps.
