Pi Datametrics

What a workspace is and how they use data

How Workspaces work

How to organise your Search Terms within Workspaces

Search Term Groups

Workspaces List

Standard Workspaces are the building blocks of Pi Datametrics

How to create a Workspace

Adding and organising Search Terms in workspaces

How to add and remove Search Terms from a Workspace

Organising and grouping search terms in workspaces

Managing Search Term Groups in Workspaces

How to manage Search Terms in Search Term Groups

How to bulk import Workspaces

Create duplicates of workspaces in different tracking frequencies and markets

How to duplicate a Workspace

How to edit and delete a Workspace

What Compound Workspaces are and how to make them

How to create a Compound Workspace

What Rapid Tracking workspaces are and how to make them

Rapid Tracking Workspaces

How to create a Rapid Tracking Campaign

How to edit a Rapid Tracking Campaign

Export a holistic view of you data structure

Workspace Structure Export

Bulk Workspace CSV

Dex McPake

Jay Langridge

Everything you need to know about workspaces in Pi

Workspaces

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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