Introduction to workspaces

Workspaces are a powerful way to organise and scale how you work with your data and processes. With workspaces, you can seamlessly share and reuse resources across multiple workflows and interfaces, bringing more flexibility and structure.

What is a Workspace?

A workspace is a container that holds everything you need to build and automate data-driven solutions:

  • Interface and Design: This is where you design user experiences and define how your data is presented and interacted with. Theme and font settings can be configured independently for each workspace.
  • Automations: Create backend workflows that run independently of user interaction. For example, schedule monthly processes (like summarising orders at the end of a billing cycle).
  • Sources (Datasources): Workspaces support shared data sources that can be accessed by all components within the workspace. You can sync your data once and leverage it across multiple use cases without redundancy.
  • Workflows: You can build workflows that define how data moves and transforms through user interaction or automation.

Shared automations

Workspaces introduce the concept of reusable automations. These are user-specific triggers or backend processes that can be attached to any part of the workspace. Instead of rebuilding the same automation, you can now define it once and use it wherever needed, saving time and improving consistency.

Benefits

  • Centralised data access: Sync your data sources once and use them across your entire workspace.
  • Modular architecture: Build and manage complex solutions within a single workspace.
  • Reusable logic: Create automations that can be reused for consistent and efficient workflows.
  • Flexible automation: Design front and backend workflows tailored to your business processes.

Did this page help you?