Introist Knowledge Base
  • 👋Welcome
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    • Getting started
      • Prepare your Workspace
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      • Build your first Workflow
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    • What next
  • 📚Learn
    • Comprehensive Automation
    • Key Concepts
      • Employees
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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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        • Archive Employee Group
    • Workflows
      • Create Workflow
      • Add Workflow Step
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      • Archive Workflow
      • Organizing Workflows
        • Create Folder
        • How to Move Workflows into a Folder
        • Delete Folder
    • Workflow steps
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          • Adding Introist App to a Private Channel
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          • Add an Attachment to Slack Direct Message
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        • 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

Prepare your Workspace

PreviousGetting startedNextInvite users

Last updated 2 months 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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