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. Start
  2. Getting started

Connect accounts

Connect accounts to Introist

Connect email & calendar Account

Google Workspace is used in the demonstration below. Connecting Microsoft Outlook account happens the same way by using the "Microsoft Outlook" tab on the top.

To link your Google Account with Introist, begin by selecting "Settings" and then "Linked Accounts" from your dashboard.

Click on the "Add Account" option, then log in with your Google credentials when prompted. Follow Google's steps to authenticate and authorize Introist to access your account. This authorization allows Introist to integrate your Google services seamlessly.

Once completed, Introist will have the necessary access to your Google Account, facilitating improved functionality and synchronization between the services.

To further enhance your Introist experience by integrating additional services, follow the steps demonstrated in the video below, which guides you through connecting your Slack account.

Connect Slack Account

Start by clicking on "Slack." From there, select the "Add Account" option to begin the integration process. You will be redirected to a login page for Slack.

Log in with your Slack credentials and follow the instructions provided by Slack to authenticate your account. During this process, you will be asked to grant Introist permission to access your Slack workspace. Carefully review the access permissions requested, and confirm to finalize the integration.

Once successfully connected, Introist will be able to interact with your Slack workspace, allowing for seamless communication and task automation directly through Slack. This connection facilitates better management and coordination across your team, leveraging the robust features of both platforms.

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Last updated 2 months ago

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