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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  • Primary and Additional Data Sources
  • Versatility of Data Sources
  • Conclusion

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  2. Key Concepts

Data Sources

Data Sources are essential for maintaining accurate and timely employee data within Introist. They connect Introist to your existing systems, allowing for the seamless importing of employee information crucial for effective automations.

Primary and Additional Data Sources

The primary Data Source in Introist typically includes your HR Information System (HRIS) or another system where you manage employee records. This source serves as the foundational base for each employee's data.

Additionally, Introist supports the integration of multiple data sources, allowing you to augment the primary data with additional datasets from various systems. This flexibility is beneficial for organizations that manage data across different platforms, enabling a more comprehensive and nuanced utilization of employee information.

Versatility of Data Sources

You have the flexibility to select which data to import from each connected source and to transform it to suit your automation needs. This ensures that the data used in Introist is precisely tailored to enhance your automated processes.

Introist’s data sources also extend beyond traditional HR systems. You can connect data from ERP systems, spreadsheets, and forms, making Introist adaptable to various business tools and environments.

Conclusion

Data Sources are vital for powering Introist’s automation capabilities. By effectively connecting and customizing data from multiple systems, you can leverage rich information in Workflows and Triggers.

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Last updated 1 year ago

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