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Introist Knowledge Base

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- 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
- Triggers
- Data Sources
- Workspace
- 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
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Overview

On this page

Overview

Key Concepts

There are five key concepts to master automation Employee processes. This sections aims to give you an understanding of them.

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