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Setting Up and Connecting Work Apps

How to follow activity from your browser and desktop based work applications in Produce8.

The Produce8 Browser Extension enables you to easily follow activity from any URL of your choice. It is compatible with Google Chrome, Microsoft Edge, and Brave browsers. Additionally, the Produce8 Desktop Extension allows you to connect to activity from various Desktop Apps that you use, such as Zoom, Slack, or Teams.

Completing a Tech Audit:

Before inviting new users to your Produce8 account, conducting a thorough tech audit is essential to ensure proper setup. We recommend that an Admin takes the following steps to configure the account and add data sources before inviting new users:

  1. Audit of Work Tools: Conduct a comprehensive survey of the tools utilized by team members, both desktop-based and browser-based.
  2. Gather Information: Collect details about each tool, including its name, type (desktop or browser-based), and URL (for browser-based tools).
  3. Add Data Sources: Once the audit is complete, add the identified tools as data sources in Produce8. This ensures seamless connectivity and accurate activity tracking across all relevant apps and websites.
  4. Define Categories: You can create custom App Categories to group apps for the same purpose or workflow. Ensure that the Apps you have added have been mapped out to the correct Categories. For more information on App Categories, click here.

Benefits of Adding Data Sources Before Inviting Users:

Adding data sources from the tech audit before onboarding new users offers several advantages:

  • Prevents the creation of duplicate apps.

  • Streamlines the onboarding process for new users.

By following these steps and adding data sources from the tech audit to Produce8 before onboarding new users, you can ensure that the account is fully configured and ready for use by the team.

Adding Data Sources: Add the Data Sources from Your Tech Audit to Produce8

Depending on your permission settings, you may be able to add new Apps to your account. Be sure to look for an existing App before creating a new one to prevent duplicates. 

Adding apps in the Produce8 Web App

Produce8 has a catalog of the most popular work Apps that our customers use readily available to connect to. Here's how you do so: 

1. Log into your Produce8 account.

2. In the top left corner, open your sidebar by selecting the sidebar menu button, select Apps & Categories.

3. Select Add an App.

4. You will then see the below screen where you can select the Apps from the Catalog.

6. Success! The Apps you selected will now be added to your account and any new activities in those apps will be recorded there. Check back in 30 minutes to make sure the data is there. 

Be sure to add in and authorize any relevant Direct Integrations to ensure you have access to comprehensive insights into your work habits. 

Resources: 

Other Apps you Don't See in the Catalog

If you do not see an App that you would like to connect to within the Produce8 App Catalog, you can add it two ways. 

  • If your account is using app discovery, just go use the app and it will be discovered and automatically approved (or your admin may need to approve it if your account is setup that way - you can request their approval for it to appear)
  • You can request we add the app to our catalog by contacting customer support. Click your username in the bottom left corner of the screen and then click "Get Help". A form will appear where you can request a new app!