The first step in getting your Knowledge Repository set up is adding your assets to it. We support importers for some of the more popular business intelligence solutions, and you can easily add one-off assets at any point in time.

Recommended first step: Connect your business intelligence tool

To start, we highly recommend that you connect your business intelligence tool to Workstream. This allows us to automatically import all of your existing assets, as well as detect and sync in new assets each night.

We currently support connectors for the below providers. Please follow the linked articles to get your connection properly configured in less than five minutes.

  1. Tableau (both online and server)

  2. Looker

  3. Mode

If you would like to try adding individual assets before you commit to connecting your business intelligence tool, follow the steps for manually adding assets below. Your knowledge repository can contain a mix of imported and one-off assets.

Note: want to us to build a connector to another analytics tool? Please reach out, we typically can deliver them within a few weeks.

At any time: Manually add additional assets

For any asset type where we do not have connectors, you can easily add assets at any time. We support this either via either our web application (app.workstream.io), or via the Concierge.

In the web app, locate the "+ Add New" button at the top of the page in the knowledge repository. You will be prompted to enter a name for the asset, as well as the asset URL. The asset's native application will be automatically identified based on the URL. Click "Add asset" to finish adding it to your knowledge repository.

With the Concierge, any time you are viewing an asset in a system Workstream supports, you will receive a prompt to add it to Workstream. Select "Yes" if you would like to add it. Make sure it has the correct name, and click "Add asset." It will appear in Workstream immediately, as well as enabling all Workstream functionality in the Concierge.

We currently support the following asset types:

  • Tableau Dashboards

  • Looker Explores, Dashboards and Looks

  • Mode Reports

  • Google Data Studio

  • Google Sheets, Docs and Slides

  • Salesforce Reports & Dashboards

  • Thoughtspot Liveboards and Answers

  • Tableau CRM Reports and Dashboards

  • CX-One Reports

For more detail on our supported assets, please visit this help center article.

Note: do you have another asset type that you want to be able to add? Please reach out, we typically can deliver new supported asset types within a few weeks.

Next steps

Learn how to invite other members of your analytics team to help with curating your workspace.

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