Introist Knowledge Base
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    • Getting started
      • Prepare your Workspace
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    • What next
  • 📚Learn
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    • Key Concepts
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    • 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
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      • Employee Groups
        • Create Employee Group
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    • Workflows
      • Create Workflow
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      • Organizing Workflows
        • Create Folder
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    • Workflow steps
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        • Create a Meeting step
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        • Set up selecting meeting room
        • Meeting settings
        • Managing scheduled meetings
      • Workflow trigger
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        • Step cut-off time
    • Automations
      • Create Automation (manually)
      • Reschedule Automation
      • Reschedule Step
      • Execute Step
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      • Cancel Automation
    • Triggers
      • Create Trigger
      • Manage Trigger
      • Trigger Settings
      • Archive Trigger
    • Data Sources
      • Setting Up Automatic Sync
      • Severa
      • Push API
      • Teamtailor
    • 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

Prepare your Workspace

PreviousGetting startedNextInvite users

Last updated 1 month ago

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Before creating a new account, make sure your Introist team has not already created an account for you. If they have, after signing in your will be redirected straight to the app.

Creating a workspace and configuring default settings

To set up your workspace on Introist, start by visiting and clicking on the "Sign In" button located at the top right corner. Choose to sign in using your Google or Outlook account, then proceed to create your workspace. Name your workspace, typically using your company's name, and accept the terms of service. Click on "Create Workspace" to establish your new workspace.

Next, customize your workspace by navigating to "Settings" and selecting "Workspace" from the menu. Here, you can adjust several settings to tailor the workspace to your needs:

  • Workspace Name: Update as needed.

  • Workspace Icon: Choose an appropriate icon.

  • Workspace Timezone: Set the timezone that aligns with your company's location.

  • Workspace Date Format: Select your preferred date format.

These steps will help you configure and personalize your workspace efficiently.

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