Introist Knowledge Base
  • 👋Welcome
  • ▶️Start
    • 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
      • Sync Employee data automatically
      • Start Automations automatically
    • What next
  • 📚Learn
    • Comprehensive Automation
    • Key Concepts
      • Employees
      • Workflows
      • Automations
      • Triggers
      • Data Sources
    • Deep Dive
      • Understanding Target Dates in Workflows
      • Understanding Timezones in Workflows
  • 🏗️Build
    • Employees
      • Employee Fields
        • Create Employee Field
        • Modify Employee Field
        • Categorise Employee Fields
        • Archive Employee Field
        • Linked Employee Field
      • Create Employee
      • Modify Employee
      • Employee Groups
        • Create Employee Group
        • Modify Employee Group
        • Archive Employee Group
    • Workflows
      • Create Workflow
      • Add Workflow Step
      • Workflow Settings
      • Archive Workflow
      • Organizing Workflows
        • Create Folder
        • How to Move Workflows into a Folder
        • Delete Folder
    • Workflow steps
      • Email message
      • Slack messages
        • Slack Channel Message
          • Adding Introist App to a Private Channel
        • Slack Direct Message
          • Add an Attachment to Slack Direct Message
        • Slack Question Message
      • 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 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
      • Setting Up Automatic Sync
      • Severa
      • Push API
      • Teamtailor
      • Excel Sheet in Sharepoint
    • Workspace
      • Workspace Members
      • Timezone & Date Format
      • Linked Accounts
        • Connect Linked Account
        • Reconnect Linked Account
        • Archive Linked Account
        • Using Quick-Connect Link for Easy Account Linking
        • Using Shared Google Calendars
    • Notifications
    • 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
      • Meeting rooms
    • Tips & Tricks
  • ⚙️Admin
    • Setting up SSO
    • Security Auditing
    • Responsible Disclosure
    • Deleting Workspace
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  1. Build
  2. Workspace
  3. Linked Accounts

Connect Linked Account

Connecting your accounts to Introist allows the platform to send emails, calendar invitations, and messages on your behalf. This guide covers how to connect Google Workspace and Slack accounts to Introist.

Managing Linked Accounts

To manage your connected accounts, navigate to Settings > Linked Accounts. Here, you'll find tabs for each supported integration (Google Workspace, Microsoft Outlook, Slack).

Connect Google Workspace

  1. Navigate to the Google Workspace tab in the Linked Accounts section.

  2. Click "Add Account".

  3. Follow Google's guidance to select your account and grant Introist the necessary permissions.

Permissions Required:

  • Send emails on your behalf.

  • Access your list of calendars and view availability.

  • Manage your calendar events (add, update, and remove).

Introist will not read your emails and does not have access to your email content.

Connect Slack

  1. Navigate to the Slack tab in the Linked Accounts section.

  2. Click "Add Account".

  3. Follow Slack's guidance to select your workspace and grant Introist the necessary permissions.

Permissions Required:

  • Access your information such as name and email.

  • Access names and emails of your workspace users.

  • View public and private channels you can see.

  • Send messages on your behalf to direct messages, group direct messages, public channels and private channels you have joined.

  • Send bot messages to direct messages, group direct messages, public channels and private channels where Introist is added as an App.

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Last updated 2 months ago

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To send message to private Slack channel as a bot, add Introist to the channel following

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